Jared at DayTraders FX

Trading Under Rocket Fire #TradingStory #SystematicTrading #AlgoTrading #FinancePodcast


Published: Thursday September 03, 2026 @ 12:00 EDT
Duration: 0.98 minutes
Views: 1
Likes: 0
Favorite: 0
Description: Chris Dover was trading S&P futures while rockets were landing near his position. Not a figure of speech. He was running a monster satellite dish out of a trailer, and as the strikes got closer, he had to abandon his computer and run for a bunker with a live short position still on it.

That moment forced a realization. If the situation escalated further, he had no way of knowing how long he'd be cut off from his account or the exchange. The fix wasn't more discipline or better risk management on the ground. It was removing himself from the equation entirely: putting his code on a server in Chicago next to the exchange, so the physical danger he was already in didn't have to become a trading risk too.

Watch the full episode: https://www.youtube.com/watch?v=fzFUpeMkJV0

More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Market Rewards Those Who Don't Need Money #TradingPsychology #DayTrading #TradingMindset


Published: Wednesday September 02, 2026 @ 12:00 EDT
Duration: 1.08 minutes
Views: 14
Likes: 0
Favorite: 0
Description: The pitch that you can turn a little money into a lot quickly is exactly what a lot of trading products sell, and it's exactly the wrong framing for someone in a desperate financial position.

Thor Young's point is that the market gives to people who don't need it and withholds from people who do. Need creates pressure, and pressure distorts decision-making in ways the market tends to punish. His own experience taught him that firsthand: he blew up his first couple of accounts trying to force fast results.

What actually worked was slowing down into intraday trading, pure day trading with no overnight positions and full liquidity by the close every single day. Not the version of the story anyone sells, but the one that held up.

Watch the full episode: https://www.youtube.com/watch?v=gwFpTVIBhLo

More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Market's Bullish Bias Despite Crude Rally #CrudeOil #MarketSentiment #DowJones #FinancePodcast


Published: Tuesday September 01, 2026 @ 12:00 EDT
Duration: 0.97 minutes
Views: 8
Likes: 0
Favorite: 0
Description: Crude oil has climbed $15 to $20 over the past few months, driven by ongoing uncertainty overseas. Historically, a crude rally of that size pressures the broader market, particularly industrials that depend heavily on fuel costs.

Thor Young's observation is that this correlation has broken down. Bad energy news isn't producing the selloff it normally would, and his read is that this reflects genuine conviction rather than indifference. The market, in his framing, is convinced enough about the current environment that a historically reliable headwind is getting absorbed without much resistance.

Divergences like this tend to matter. When the correlation eventually reasserts itself, it usually does so quickly.

Watch the full episode: https://www.youtube.com/watch?v=gwFpTVIBhLo

More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Day Trading Timing Is Everything #DayTrading #TradingTiming #TradingSystem #FinancePodcast


Published: Monday August 31, 2026 @ 12:00 EDT
Duration: 0.98 minutes
Views: 11
Likes: 0
Favorite: 0
Description: Day trading requires holding two contradictory approaches simultaneously. You buy when momentum favors you. You also fade directional moves that have already run for days, playing mean reversion against a trend that might still have room to continue.

Thor Young's system, laid out in his 2021 book, breaks the discipline into three components: where, when, and how. Where you enter, when you enter, and how you manage the position afterward. Most traders spend the majority of their effort on where. His argument is that when is the piece that actually determines the outcome, and it's consistently the hardest part to get right.

Watch the full episode: https://www.youtube.com/watch?v=gwFpTVIBhLo

More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

YT naslov: The Stock Market Playbook Ep. 43: Chris Dover on AI, Market Regimes, and Trading


Published: Monday August 31, 2026 @ 10:11 EDT
Duration: 52.08 minutes
Views: 114
Likes: 0
Favorite: 0
Description: In this episode, I speak with Chris Dover about his journey from military service into the world of trading, high-frequency systems, and systematic market strategies. We discuss how trading technology has evolved, the growing role of data centers and AI, and how machine learning is influencing the way traders analyze markets and build strategies.

Chris also shares his approach to understanding market regimes, trend following, and managing risk in volatile environments. We explore diversification, global macro factors like interest rates and the carry trade, and his perspective on today's market bubbles and emerging opportunities in an increasingly technology-driven financial landscape.

Follow Chris on X: https://x.com/ChrisDMacro
Website: https://pollinatetrading.com
YouTube: https://www.youtube.com/@UCEplIfNrukqIsuWlrji8D_Q

Join our newsletter: https://www.jaredjohnson.co/optin

For more on our strategy and approach, visit johnsonrandall.com

X ➤ https://x.com/jaredjjohnson
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Sponsor Inquiries ➤ jared@johnsonrandall.com

#investing #interview #podcast #silver #hedgefund
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Lean Hog Futures Trading Strategy #LeanHogFutures #FuturesTrading #TechnicalAnalysis #FinancePodcast


Published: Saturday August 29, 2026 @ 12:00 EDT
Duration: 1.17 minutes
Views: 28
Likes: 1
Favorite: 0
Description: Thor Young's approach to lean hog futures runs on a sequence, not just a price level. He wants the market to sell first, before it goes up.

If price rallies before coming down to his level, his stats show that setup performs significantly worse. His interpretation: upward movement first signals distributionary behavior, sellers offloading into strength. What he wants instead is a direct sweep down that finds a bid at his level, indicating sellers are willing to offer at that price rather than waiting for a better one.

The level itself comes from a Camarilla pivot equation, his own version built on Nick Scott's 1990s framework, adjusted for intraday timeframes. The sequence and the level have to align for the trade to trigger.

Watch the full episode: https://www.youtube.com/watch?v=gwFpTVIBhLo

More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

NVIDIA and Tesla Caution Ahead #NVIDIA #Tesla #TechnicalAnalysis #FinancePodcast


Published: Friday August 28, 2026 @ 12:00 EDT
Duration: 1.25 minutes
Views: 42
Likes: 1
Favorite: 0
Description: NVIDIA has run well since July 29th, and Tammy Marshall said as much on another show recently. Her caution: three of her moving averages sit on the bearish side heading into a significant resistance cluster.

Tesla's picture is different. The 5 recently crossed back above the 13, but she's had no interest in the stock given how long it's been struggling. Amazon looks better, bouncing since the same late-July window, though she's holding shares without actively trading around them right now.

The bigger shift has been in where she's finding opportunity at all. Futures have been a better fit for her lately than options or shares, and she's waiting for more stability in the Nasdaq before getting more active elsewhere. Her own read on the current environment: a bit of a wild ride.

Watch the full episode: https://www.youtube.com/watch?v=uv6ML-s82DU

More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Fibonacci and Moving Averages in Trading #MovingAverages #Fibonacci #TechnicalAnalysis


Published: Thursday August 27, 2026 @ 12:00 EDT
Duration: 1.20 minutes
Views: 130
Likes: 3
Favorite: 0
Description: Tammy Marshall's moving average system isn't uniform across timeframes, and the way she uses each one is more specific than it first appears.

Daily charts: 5 and 13 EMA, plus 50 and 200 SMA. Intraday: 8 and 34 EMA. But the 5 and 13 aren't trade triggers. They're a read on trend health, telling her whether the chart is staying bullish or bearish. Actual entries come off the 50 and 200 SMA.

What she's really watching for is confluence: when a Fibonacci price support level lines up with a moving average, that intersection carries more conviction than either signal produces alone.

Watch the full episode: https://www.youtube.com/watch?v=uv6ML-s82DU

More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Tammy Marshall Trading My Own Money #TradingSubscription #Fibonacci #TradingCommunity


Published: Wednesday August 26, 2026 @ 12:00 EDT
Duration: 1.15 minutes
Views: 10
Likes: 1
Favorite: 0
Description: Tammy Marshall trades her own money. Subscribers pay to see her charts and apply the framework to their own accounts, and the range of people doing that is wider than most trading services attract.

Young traders with limited capital sit alongside hedge fund managers and financial planners in her trading rooms. That diversity says something about the approach: it holds up across skill levels and account sizes because the underlying framework doesn't change based on who's using it.

Her free weekly newsletter is available on X and gives a general market view without a subscription. Her broader observation on Fibonacci is worth remembering: it's used so widely across the market at this point that it functions as important information almost independent of whether any individual trader believes in it or understands the original theory behind it.

Watch the full episode: https://www.youtube.com/watch?v=uv6ML-s82DU

More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Fibonacci in Nature and Finance #Fibonacci #TechnicalAnalysis #TradingPsychology #FinancePodcast


Published: Tuesday August 25, 2026 @ 12:00 EDT
Duration: 1.20 minutes
Views: 30
Likes: 2
Favorite: 0
Description: Fibonacci ratios show up in an embryo's growth pattern and in the proportions of human fingers. Tammy Marshall's explanation for why the same ratios show up on stock charts starts there: humans are made from nature, and Fibonacci is one of nature's recurring patterns.

Her practical framework treats Fibonacci as a tool, not a system on its own. Something to combine with other technical indicators for confirmation, always in service of a bigger goal: defining and controlling risk before you're in the trade.

Watch the full episode: https://www.youtube.com/watch?v=uv6ML-s82DU

More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

The Stock Market Playbook Ep. 42: Thor Young on Futures, Risk Management, and Trading Psychology


Published: Tuesday August 25, 2026 @ 08:41 EDT
Duration: 38.47 minutes
Views: 1,555
Likes: 120
Favorite: 0
Description: In this episode, I speak with Thor Young about his approach to trading futures and commodities, with a focus on discipline, risk management, and performance psychology. We discuss how he approaches intraday swing trading, develops trading systems, and uses statistical and scientific methods to improve his decision-making.

Thor also shares his perspective on current market conditions and the factors influencing markets, including AI and geopolitical developments. Throughout the conversation, we explore the importance of consistency, managing risk, and maintaining the right mindset when navigating volatile markets.

Follow Thor on X: https://x.com/ThorYoung
Instagram: https://www.instagram.com/thoryoungma
YouTube: https://www.youtube.com/@TheMarketAlchemists
Website: https://marketalchemists.org

Join our newsletter: https://www.jaredjohnson.co/optin

For more on our strategy and approach, visit johnsonrandall.com

X ➤ https://x.com/jaredjjohnson
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Sponsor Inquiries ➤ jared@johnsonrandall.com

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The Stock Market Playbook Ep. 41: Tammy Marshall on Fibonacci, Market Patterns, and Trading


Published: Tuesday August 25, 2026 @ 06:47 EDT
Duration: 40.48 minutes
Views: 1,400
Likes: 77
Favorite: 0
Description: In this episode, I speak with Tammy Marshall, known as the Fibonacci Princess, about Fibonacci analysis, market patterns, and how traders can use these tools to identify opportunities and define risk. We explore the connection between Fibonacci patterns in nature and the financial markets, and how these recurring patterns can be applied to trading.

Tammy also shares her approach to market analysis using Fibonacci levels and moving averages, along with insights into risk management, seasonality, and trading across stocks, futures, and ETFs.

Follow Tammy on X: https://x.com/TraderTammy1/status/2011623530388209878
YouTube: https://www.youtube.com/@FibonacciPrincess
Substack: https://fibonacciprincess.substack.com
Website: https://www.elliottwavetrader.net

Join our newsletter: https://www.jaredjohnson.co/optin

For more on our strategy and approach, visit johnsonrandall.com

X ➤ https://x.com/jaredjjohnson
Spotify ➤ https://open.spotify.com/show/1nhFWtkIlYjFEqWWZlwbvg
Sponsor Inquiries ➤ jared@johnsonrandall.com

#investing #interview #podcast #silver #hedgefund
#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #wealthmanagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Peter Lynch's Investment Philosophy #PeterLynch #InvestmentPhilosophy #StockPicking #FinancePodcast


Published: Friday August 21, 2026 @ 12:01 EDT
Duration: 1.32 minutes
Views: 24
Likes: 1
Favorite: 0
Description: Peter Lynch's core idea from One Up on Wall Street was simple: pay attention to what's changing in your own life. Not macro forecasts, not analyst reports. What's actually showing up around you.

Matt Caruso's examples were personal. Canada Goose before it became a mainstream brand, Lululemon in its early phase, his own Netflix trade built on a single observation: nobody wanted to wait for Blockbuster anymore. All of it happened before the trend became obvious to everyone else.

His point is that AI is the current version of that same signal. If someone inside a company notices that a task once requiring five people now gets done by one, or that a team of five is doing the output of thirty, that observation is worth acting on. The signal isn't new. It's just showing up in a different place.

Watch the full episode: https://www.youtube.com/watch?v=0daiknHupLk

More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Defining Dip in Trading #BuyTheDip #TechnicalAnalysis #TradingStrategy #FinancePodcast


Published: Thursday August 20, 2026 @ 12:00 EDT
Duration: 0.97 minutes
Views: 25
Likes: 1
Favorite: 0
Description: "Buy the dip" is one of the most repeated phrases in trading and one of the least defined. Four percent? Forty percent? Matt Caruso's argument is that without a number attached, the phrase is useless.

He referenced the April to May run-up as a case study: everyone waited for a dip that would validate their entry, and by the time it came, the stock had already fallen fifty percent from the top. Waiting for an undefined trigger meant missing it entirely.

His actual approach uses specific technical triggers. One example: buy on a pullback to the 21 after a breakout from a basing structure, since that's typically when momentum players get shaken out of the position. A stop goes 5% below that level. If the stock falls another 20% past it, the shakeout thesis is probably wrong and the underlying strength likely isn't there.

Watch the full episode: https://www.youtube.com/watch?v=0daiknHupLk

More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Trading Never Boring, Always Evolving #TradingPsychology #MarketMindset #TradingLifestyle


Published: Wednesday August 19, 2026 @ 12:00 EDT
Duration: 1.10 minutes
Views: 13
Likes: 0
Favorite: 0
Description: Nobody quits trading because it got boring. People walk away frustrated, undercapitalized, burned out. Boredom is never the exit reason, and that's telling.

Matt Caruso's explanation is that the market stays similar but never repeats itself exactly. Every setup looks familiar and behaves a little differently, which means it never quite gets solved and never stops demanding attention. His comparison to therapy is a good one: trading reveals your strengths and weaknesses in a way few things do, at a cost that often exceeds what therapy would run. It's not a flattering comparison, but it's an honest one about what keeps people in the game.

Watch the full episode: https://www.youtube.com/watch?v=0daiknHupLk

More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

AI The Ultimate Productivity Tool #AIProductivity #DrugDiscovery #FutureOfWork #FinancePodcast


Published: Tuesday August 18, 2026 @ 12:00 EDT
Duration: 1.08 minutes
Views: 19
Likes: 1
Favorite: 0
Description: Netflix changed television. Matt Caruso's point is that it didn't necessarily make anyone more productive, it changed how people spend their time, not what they produce with it. AI's value proposition is structurally different.

The comparison he used was drug discovery. If a process that took ten months compresses to three, that's not just speed. It's the difference between developing one drug and developing three in the same window, and that compounds directly into economic output. Applied across analysts, researchers, and dozens of other knowledge-work fields, giving each person the equivalent of five extra people's worth of time changes what an organization can produce, not just how fast it moves.

Watch the full episode: https://www.youtube.com/watch?v=0daiknHupLk

More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

The Stock Market Playbook Ep. 40: Julian Komar on Growth Stocks, Momentum, and Risk Management


Published: Tuesday August 18, 2026 @ 06:46 EDT
Duration: 39.12 minutes
Views: 2,299
Likes: 114
Favorite: 0
Description: In this episode, I speak with Julian Komar about his systematic approach to trading growth and momentum stocks. We discuss how he identifies high-potential stocks, evaluates liquidity and market trends, and combines technical analysis with fundamental factors to build a disciplined trading process.

Julian also shares his approach to entries and exits, stop placement, position sizing, and risk management. We explore the importance of consistency, understanding market psychology, and having a systematic process for navigating changing market conditions.

Follow Julian on X: https://x.com/BlogJulianKomar
Website: https://julian-komar.com
YouTube channel: https://www.youtube.com/BlogJulianKomar

Join our newsletter: https://www.jaredjohnson.co/optin

For more on our strategy and approach, visit johnsonrandall.com

X ➤ https://x.com/jaredjjohnson
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Sponsor Inquiries ➤ jared@johnsonrandall.com

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The Stock Market Playbook Ep. 39: Matt Caruso on AI, Technical Analysis, and Market Cycles


Published: Monday August 17, 2026 @ 11:07 EDT
Duration: 40.23 minutes
Views: 1,635
Likes: 97
Favorite: 0
Description: In this episode, I speak with Matt Caruso about market cycles, technical analysis, and how investors can combine technical and fundamental signals to make better decisions. We discuss how to identify opportunities at different stages of the market cycle and the importance of discipline when navigating changing market conditions.

Matt also shares his perspective on the growing role of AI in investing, along with insights into risk management, position sizing, and trading psychology. We explore some of the most common mistakes investors make and why having a disciplined process can be critical to long-term success.

Follow Matt on X: https://x.com/Trader_mcaruso
Website: https://www.carusoinsights.com
YouTube Channel: https://www.youtube.com/@MarketsUnscripted

Join our newsletter: https://www.jaredjohnson.co/optin

For more on our strategy and approach, visit johnsonrandall.com

X ➤ https://x.com/jaredjjohnson
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Sponsor Inquiries ➤ jared@johnsonrandall.com

#investing #interview #podcast #silver #hedgefund
#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #wealthmanagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Stick to Strategy Not Headlines #InvestingDiscipline #TradingStrategy #BehavioralFinance


Published: Friday August 14, 2026 @ 12:00 EDT
Duration: 1.13 minutes
Views: 18
Likes: 0
Favorite: 0
Description: Headlines are almost never a trading signal. By the time something is a headline, Kurt Altrichter's view is that it's already priced in.

The more durable point is about strategy consistency. Every approach has its cycle. Cathie Wood made roughly twenty billion in fees during 2020 and 2021 because her strategy was perfectly in phase with the market at that moment. That's not repeatable on demand, and chasing it is how investors end up behind.

There's a Schwab study that found their best-performing client accounts belonged to deceased customers who weren't logging in to make changes. His read: that's not an argument for buy and hold. It's an argument for staying in your strategy even when it isn't working in the current moment.

Watch the full episode: https://www.youtube.com/watch?v=LPkLsFIxSh4

More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Bitcoin's Short-Term Bottom and Global Opportunities #Bitcoin #InternationalInvesting #Singapore


Published: Thursday August 13, 2026 @ 12:01 EDT
Duration: 1.15 minutes
Views: 25
Likes: 0
Favorite: 0
Description: Two things on Kurt Altrichter's radar right now. Bitcoin and crypto have likely put in a short-term bottom, and he notes it's probably the most hated asset class out there at the moment. The Bitcoin Clarity Act is a potential catalyst, though he's not a policy-driven investor by default.

The second is international exposure. Most of his returns this year have come from outside the US. He's currently light on positioning but watching Japan and Singapore specifically. Singapore's case is built around semiconductor supply chain positioning and the tailwind from yen weakness driving infrastructure rotation.

Watch the full episode: https://www.youtube.com/watch?v=LPkLsFIxSh4

More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews