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Peter Tchir gives a wide view of market expectations under the incoming Donald Trump administration. He believes the A.I. game will pick up in the states with restriction cuts to the Chips Act. As for rate cuts, Peter anticipates a slower cutting cycle, but argues it's not bad for the overall economy. On the crypto front, he tells hyperbullish bitcoin investors to brace for disappointment.

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Chips Act, Crypto, Yields & 'Slow-Moving Fed:' Expectations Under Trump

Schwab Network

Chips Act, Crypto, Yields & 'Slow-Moving Fed:' Expectations Under Trump