Episodes
Tuesday Jan 12, 2021
Tuesday Jan 12, 2021
Bakes’ Takes Podcast Show Notes Saturday
January 9, 2021
:50 1) Misfit morons/Trump, little impact—for now. All of them likely back in 2024. Brace yourself.
2) Bitcoin, major impact.
3) You, greatest impact.
1:30 Please send your questions and feedback.
2:00 Why I do this—Bobby, Jack, talk to my sons, please listen in.
2:30 ’87 crash, journey, technical analysis first, fundamentals second, not right or wrong, just works for me.
3:37 Disclaimer—This is not investment advice. Please conduct, and share, your own due diligence.
3:49 Bakes’ Takes—My Themes/Groups
https://www.agweb.com/article/why-15-soybeans-may-be-reality-new-year
4:45 Teucrium Agricultural Fund (TAGS) Breaking multi-year downtrend on increased volume. Bullish.
6:20 Global X Silver Miners (SIL) Silver miners hitting intermediate highs on above average volume. I bought it and like it.
6:55 Bakes’ Take—Long term trends intact for bitcoin, uranium, cannabis, gaming and esports, copper and now, ag—corn, sugar, wheat, soybeans and silver. Unconventional perhaps but is working.
7:53 Bakes’ Take—Fan Mail! Calls! Questions! Mike!
Jack—Bakes’ Takes and Tower Financial Technology.
10:58 Trump’s push to delist 3 (why those 3? Don’t know) Chinese companies?
13:05 Brace yourself, Trump will be back
https://www.businessinsider.com/trump-planning-media-channel-rival-fox-news-axios-2020-11
14:33 Bakes’ Take—Add what works, including quant systems. Trump will be back, sorry, brace yourself.
14:50 Bakes’ Take—Podcasts of the Week!
https://podcasts.apple.com/us/podcast/the-stock-market-is-heartless/id1456467014?i=1000504698674
Bakes’ Takes—Discount the news/headlines, heavily. The market is discounting the future.
17:08 Bakes’ Take—Reporters of the Week!
Bakes’ Take—Corn, sugar, wheat, soybean all going up.
19:14 Bakes’ Take—Charts/Tweets of the Week!
20:46 https://www.youtube.com/watch?v=Y9zu0eHzEno&t=9s
My 9/2/20 Bakes’ Takes Podcast. Three minutes on bond prices going down. Please watch because charts are very helpful and illustrative. In the past when money supply and gold rise like this (frankly, the money supply ascent dwarfs all prior periods), long term interest rates rise 250 bps. It could be different this time but I doubt it. Bitcoin and commodities, agricultural and others, point to the same conclusion.
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Bakes’ Take—Parabolas like Tesla and Bitcoin correct a lot and rapidly. Don’t be shocked.
26:09 Bakes’ Takes Newsletters of the Weeks
His predictions… Airbnb Hits $200/share and Gets Into Short-Term Office Space 27:26 Walmart Goes Deeper into Healthcare via Acquisition 28:12 Bitcoin Surpasses $50,000 Robinhood Is the New Menace 32: 55
Bakes’ Take—States insatiable thirst for revenue will feed cannabis and gambling trends for a long time.
Please also subscribe to my Bakes’ Takes YouTube Channel, the audio is the same but the charts that I reference are on the screen. Follow us on Twitter @BakesTakes_ and other social media. Please, please use your voice memo app, tape your question(s) and email to bakes@bakestakespodcast.com or write if you prefer. I will also keep you anonymous is you’d like.
33:56 Much needed levity— https://www.youtube.com/watch?v=Vx70xoAL_yc Little boy caught on camera climbing out of bed to sleep with his dog
https://www.youtube.com/watch?v=G9UzSBGTOZk John Pinette - I'm Starving - The Gym
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