Jeff - have you ever talked with Josh Mandell? (On X only) Christian Bitcoiner, worked at Solomon Brothers in the 90s. Has good takes on MSTR. I think you'd get along. Would be a great livesteam guest!

Enjoyed your video, although not bullish. May be next time increase the font size, e.g. TakeHomePoint #5 cannot be read on a smartphone screen, there would be enough space on the slide. Keep up the good work, channel is subscribed

Two great minds 💪

Loved the show. Always good to retest convictions. Still think we’ll go bull. But not out of the realm of possibility we hit the bear

Jeff, Is there any way to listen without google? An audio file somewhere would be awesome.

Was hoping to hear a little more MSTR thoughts. Got 20 seconds then Joe’s phone call stopped it. 😑

If a recession and slowdown hits, could the parabolic bullrun be delayed 1 year into the 2nd half of 2026 when interest rates drop and m2 money would expand?

Enjoyed! Know you aren't trying to make money doing this, but there is a way to put a zap goal on zap.stream. It might get more people to help cover the cost of streaming it if we knew how much it was running I know walker does it on his, so it is possible. Keep up the awesome, yet scary(I'm still o...

Doc tell us your updated price forecast after turning bearish !!

Well that's pretty much everyone bearish now 😭

Dammit!!

Such a great show Dr Jeff, you have to do this regularly. You guys go together like bread and butter 🍞 🧈

Enjoyed it, but I hope you didn’t sell all your MSTR calls! What a move today.

Bearish? I feel like it's too soon to tell.

Big fan of you both! But your contrasting views made me a more uncertain haha. I think you're much more reactive to Joe, willing to trade in and out more often. I'm in agreeance moreso with Joe this time. I think the tariff talk has short term markets/GDP spooked and reactive, but I'm pretty sure it...

Please start pushing this content to RSS so I can listen via podcast audio. Not able to sit and watch video. Please, Dr. Jeff! 😂

Thoughtful discussion- very much appreciated- thanks Dr Jeff 👍

Recessionista Ross is your new name

this one goes out to you Dr Bear https://youtu.be/1k8craCGpgs

So in summary, the reasons you're now bearish are: 1. The Atlanta Fed’s GDPNow model is predicting a -2.8% GDP contraction for Q1 2025 2. The ISM Manufacturing PMI dropped from 50.9 to 50.3 and ISM new orders plunged from 55.1 to 48.6 3. Treasury yields are declining, particularly the two-year yie...

It was a great show

Doc - I love your take on things, one of my signals for a long time but after watching tour session with Joe I got a sense that you were a little confused ? Do you think before you went Dr Bear you should let more data feed in? Joe made some pretty good and sensible points and I felt like he was a l...

Never go full macro

yep, i think you're wrong. i expect a reversal from you within 30 days.

Like clockwork. A lot of bulls capitulate. Time to be bullish!

If you’re bearish based on anything nostr:nprofile1qqsgz30qhzza9mh9lpxd3ls5ekkc9u3rrqmnz3ngahad8cyt80kjuucprfmhxue69uhkummnw3ezummjv9hxwetsd9kxctnyv4mqz9rhwden5te0dehhxarj9ehhsarj9ejx2asveug5k says, then yes. You’re crazy.

Did you sell the MSTR calls you bought a week ago? How much of your portfolio are you moving to cash?

Shit, guess it’s time to dust down the bottle of whisky and bag of razorblades.