The Smartest Portfolio I’ve EVER Built! [Crypto & Stocks]

"this could mean that the Fed will actually be forced to act. And if the Fed is forced to act, that will probably mean that they will have to put stimulus into the system."

"we said that the markets would turn when the Fed actually interveneed and the Fed wouldn't intervene unless something broke. And it seems like right now the credit markets are breaking."

"Oh, I think we're we're talking about days to a couple of weeks. I don't think that, you know, if we continue to see girrations in markets like we've seen over the last week for the next two or three weeks, you know, we will have some kind of financial accident if we already haven't had a financial accident"

"if this dump continues into US T bills, one way or the only way to fix the markets is that the Fed actually buys the T- bills themselves. If the Fed does that, that's a kind of stimulus because effectively what would be happening is you would get uh the Fed... saying, 'Look, we need to salvage the markets.' The only way to salvage the markets is to buy these T- balls that are on the markets. When the Fed buys these T- balls that are on the markets, effectively, they put more dollars into circulation. And that is seen as a kind of QE, which is actually happening."

"I think that what's going to happen here is that they're just going to eventually start negotiating cuz this can't carry on. It's not good for either party. No one wins here. This is like one of those wars where no one wins. The US doesn't win, China doesn't win. And so I think both parties actually have an incentive to go to the table. And I think what Trump did was a little bit crazy because what he did was he hit everybody with tariffs and he's starting to negotiate. And now I think he's starting to realize that China is not good to negoti is is they're going to have to sit down around a table with China. And this is where my thesis is going. These things have to these things have to resolve themselves. And I think they're going to resolve themselves pretty soon."

"If they give people money in Japan and they give stimulus to Japan, what will happen is the Japanese inflation rate will go up. If the Japanese inflation rate goes up, the only way the the Japanese can slow that down is by increasing the interest rates. If they increase their interest rates, the Japanese yen cash and carry trade begins to unwind and that will knock the US stock markets because a lot of the Japanese money is invested in US stock markets."

"I think it's time to buy. I think it's time to be buying...it's the first time that I've actually had enough conviction to give you guys an actual buy list and say, you know what, I'm ready to buy. And the reason is I think something's about to break and I think the worst is over. And I think that if you're not deploying in times like this, then I have no idea when you would actually deploy."

"Coinbase is going back to 300."

"Micro Strategy going back to 400 at some point."

"and we said that the markets would turn when the Fed actually interveneed and the Fed wouldn't intervene unless something broke. And it seems like right now the credit markets are breaking."

"I think it's got to resolve in a matter of days. I don't think markets can can stay like this."

"I think if I had to give you a guess, the way that it would resolve is a road map is needed. one of the more friendly countries to the US, Argentina, Israel, Vietnam, that's been making very, you know, noises with Trump. Cut a deal with one of them and the deal would be perceived as a roadmap. Okay, now everybody else knows what they need to do in order to cut a deal and get these tariffs off. Let's get about doing it. And then the markets could say there's an endgame there."

"Oh, I think we're we're talking about days to a couple of weeks. I don't think that, you know, if we continue to see girrations in markets like we've seen over the last week for the next two or three weeks, you know, we will have some kind of financial accident if we already haven't had a financial accident and we're just waiting for the headline to show up."

"if this dump continues into US T bills, one way or the only way to fix the markets is that the Fed actually buys the T- bills themselves. If the Fed does that, that's a kind of stimulus... So, the situation kind of has to resolve itself and right now it feels like the Fed may actually have to step in."

"Deutsche Bank came out and said if recent disruptions in the US Treasury market continue we see no other option but for the Fed to step in with emergency purchase of the US treasuries to stabilize the bond market and basically another situation where where we get emergency QE."

"Truflation is forecasting a decline in the CPI reading for March with an annualized increase to 2.5% yearonear... they are forecasting that inflation will actually be the inflation reading will actually um come out lower today."

"Chamat thinks that as many problems as the United States has, China is actually worse... They need exports. Therefore, they will blink first."

"So netn net he also thinks that the US actually wins this game of chicken."

"I think that what's going to happen here is that they're just going to eventually start negotiating cuz this can't carry on."

"These things have to these things have to resolve themselves. And I think they're going to resolve themselves pretty soon."

"Every single time that the VIX has been above 50... So everything's posting to a massive recovery."

"If they give people money in Japan and they give stimulus to Japan, what will happen is the Japanese inflation rate will go up. If the Japanese inflation rate goes up, the only way the the Japanese can slow that down is by increasing the interest rates. If they increase their interest rates, the Japanese yen cash and carry trade begins to unwind and that will knock the US stock markets because a lot of the Japanese money is invested in US stock markets."

"They said we have a very clear time frame. It will be a very busy April, April, May, maybe into June."

"risk in stocks feels 10% the downside max versus 15% the upside in two weeks and 25% in the upside in a month or two and much more in six months. I think it's time to buy. I think it's time to be buying."

"The reversal is going to be one for the history books. We're going to start seeing um a massive reversal in the bond yields and we're going to start seeing a massive reversal in the markets."

"I think something's about to break and I think the worst is over."