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Bearish or Bullish: What Systemic Risk?

May 27, 2021

On the this episode of Bearish or Bullish we talk about the Crypto Crash and how when Futures opened up on Sunday, they didn't care. Stocks were actually up a little. That's the market signaling to us that there is no systemic risk right now in Crypto. And we're not even close.

That's probably a good thing, and more bullish for the Crypto space considering how much larger it would need to get to really become intertwined with Stocks and Bonds, which combined are over $150T in market cap. Crypto is only 1.6T, just to put things in perspective.

We also discuss the latest Minor Leaguers Report which scouts the farm system for Small-cap stocks between $1-2B in market cap before they get called up to the Mid-caps ($2B+)

Relative strength in Bonds and European Banks. But is that sustainable? What should we expect?

All this and why Chardonnay is the world's most versatile grape on the latest Episode of Bearish Or Bullish.

Enjoy!

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