Inauguration to Test US Asset Prices: MLIV

The video discusses the strong performance of the dollar, driven by factors like rising yields and tariffs, and the expectations built around these. It highlights the vulnerability of the dollar due to high market expectations and historical trends showing a rally between elections and inaugurations. The unprecedented 8% rally in the dollar is analyzed, along with the impact of market positioning on assets like Bitcoin. The video emphasizes the importance of understanding market dynamics and expectations.

What historical framework is suggested for analyzing market adjustments around inauguration?

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In what way has Bitcoin's positioning changed in relation to the dollar?

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