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Caution in the Near-term Still Warranted, Q4 Setup Remains Compelling (Core Strategy Rebalance)

Sep 5, 2024
Author
Sean Farrell
Sean Farrell AC

In today’s video, we discuss the increasing near-term risks as demonstrated by the disconnect between real yields and bitcoin, and by a rising MOVE index. We also talk about why we remain optimistic heading into Q4. Last but not least, we discuss the latest Core Strategy rebalance.

Caution in the Near-term Still Warranted, Q4 Setup Remains Compelling (Core Strategy Rebalance)

Tickers in this video: BTC

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