GFAM Market Wrap, December 6, 2024

Golden Flash Asset Management @ Kent State University by David Pelleg

Episode notes

Luke Roach discusses how the macroecomic picture is driving our current tactical positioning.

Andrew Roach talks about developments in our portfolio focussing on Delta Airlines as well as our shift in the industrials sector.

Professor Al Lloyd recaps more of the historical moves in the crypto space with BTC cracking $100,000 per coin for the first time.

Keywords
GFAMbitcoin