Welcome back to The Mining Pod! Today, Vuk Vuković, economist and co-founder of Oraculum Fund, joins us to talk about Jackson Hole expectations, Fed Chair Powell's next moves, Trump's pressure for rate cuts, tariff negotiations, and why Bitcoin now trades like a traditional risk asset. Vuković shares insights from his fund's unique crowd-sourced prediction methodology that accurately called Trump 2016 and Brexit.
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NOTES:
• Orca Fund grew from $700K to $75M in 2.5 years
• Fund targets 30% annualized returns via volatility
• US debt-to-GDP ratio now 120% vs 25% in 1970s
• Markets pricing in September Fed rate cut
• Bitcoin correlation with Nasdaq hurts hedge value
• Gold replacing bonds in 60/40 portfolios
Timestamps:
00:00 Start
01:36 Vuk Vuković intro
03:36 Value of Volatility
05:02 Methodology
08:25 Jackson Hole Thoughts
11:14 Colorado Air Filter
12:15 Cutting rates
15:18 Powell Predictions
16:10 Companies Absorbing Tariffs
17:33 Equities Market
22:01 What's the Market Pricing In?
23:49 BTC September Dips
25:39 Prediction Markets
26:10 Cleanspark
26:38 Risk Assets
28:29 Gold
30:34 Hedging Strategy
31:59 Tariffs
35:58 Strategy of Rate Cuts
37:18 BTC Price Drop?
