Tom Lee: Bullish Macro Outlook, Optimal Bitcoin Allocation, and S&P to 15,000

In this episode featuring Fundstrat's Tom Lee, we discuss:
- Tom's bullish outlook on Bitcoin and what allocation is optimal for a traditional portfolio
- Will Bitcoin overtake gold's $16 trillion market cap?
- Wealth concentration is fueling division and frustration - can Bitcoin help solve this?
- S&P 500 ATHs - could it hit 15,000 by 2030?
- Sector rotation into small caps
- Macro and Bitcoin forecasts and analysis

Bio: Fundstrat’s Tom Lee is one of the leading strategists on Wall Street and his famed Granny Shots stock list has outperformed the S&P by MORE than 100% since inception.

Anyone interested in full access to Tom Lee’s institutional-grade research – including daily videos, market alerts, webinars, and fireside chats with CEOs and industry leaders – can sign up at fsinsight.com. As a listener of Coin Stories you can take advantage of an exclusive 30-day free trial right now. PROMO LINK: https://bit.ly/coinstories_tomlee

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🗒️ IN THIS EPISODE:
00:00 Underestimating durability of megatrends
3:29 First hearing about Bitcoin
5:39 Bitcoin price
9:56 Bitdeer Technologies Group
10:53 Bitcoin vs. gold
13:10 Bitcoin in election and politics
15:59 Is Bitcoin a currency?
17:55 Will there be a recession?
21:28 Economic inequality
23:39 Bitcoin 2024
24:10 Speed Bitcoin Lightning Wallet
24:35 Coinkite Coldcard Wallet
24:56 The Bitcoin Way
25:31 Can Bitcoin bridge the economic divide?
26:26 Bitcoin mining
27:40 What will happen to the S&P 500?
30:31 Passing vs. active investing
32:30 Small caps forecast
33:33 Bitcoin in politics
34:53 Has inflation peaked?
35:33 Why Bitcoin?
38:37 Fountain App

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Producer: Aron Bender   / aron-bender  

DISCLAIMER Coin Stories is for entertainment purposes only and does not give financial advice. #bitcoin #crypto #money