Rotation Underway?

The Practical Islamic Finance Podcast

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Rotation Underway?
In this episode, we will cover:

• Bitcoin at 57,700, Tesla at 250, and Iris Energy up 9%.
• Greenmarket across the board, including crypto.
• Lowest inflation number in three years, raising chances of a September rate cut to 95% and a 6% chance of a July cut.
• Hedge funds shorting small and medium cap companies, which may benefit more from interest rate cuts, potentially causing a short squeeze.
• Better deals in small and mid-cap companies compared to large caps.
• Small and mid-cap companies in resilient sectors like healthcare are more attractive during a potential mild recession.
• Commodities like lithium are benefiting from lower interest rates, driven by increased demand for electric vehicles.
• Anticipation of a market rotation and plans to add to the small-cap portfolio.
• Q&A segment on rate cuts' impact on Bitcoin, long-term investments, and thoughts on various stocks and projects.

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ABOUT OUR PODCAST

Our podcast is about helping people ethically build wealth. We cover a broad range of topics including stock and crypto investing, product reviews, and general financial well-being.

DISCLAIMER

Anything you hear in this video is an opinion. It is not personalized financial advice. Make sure you do your due diligence before making any investment decisions.

Chapters

1. Rotation Underway? (00:00:00)

2. Bitcoin at 57,700, Tesla at 250, and Iris Energy up 9% (00:00:13)

3. Green market across the board, including crypto (00:00:41)

4. Lowest inflation number in three years, raising chances of a September rate cut to 95% and a 6% chance of a July cut (00:01:22)

5. Hedge funds shorting small and medium cap companies, which may benefit more from interest rate cuts, potentially causing a short squeeze (00:02:07)

6. Better deals in small and mid cap companies compared to large caps (00:03:34)

7. Small and mid cap companies in resilient sectors like healthcare are more attractive during a potential mild recession (00:04:44)

8. Commodities like lithium benefiting from lower interest rates, driven by increased demand for electric vehicles (00:06:00)

9. Anticipation of a market rotation and plans to add to the small cap portfolio (00:08:08)

10. Q&A segment on rate cuts' impact on Bitcoin, long-term investments, and thoughts on various stocks and projects (00:08:44)