In our July monthly update, Yael Potjer talks to Frank Knopers of Geotrendlines.
We discuss Donald Trump's historic speech at the Bitcoin Conference in Nashville. Trump is taking a clear stand for bitcoin and against the CBDC.
Last month, we discussed the bubble formation in the shares of the tech giants. Many of these stocks are now down 10%. Frank discusses the decline and shares his take on a possible rotation to the Russell 2000's small-caps.
Furthermore, we discuss China's growing geopolitical influence and the West's stance. Is China really the bogeyman?
Finally, Frank gives his vision on the housing market. Is this a good time to buy a house?
Do you have a question about money, geopolitics or investing? Leave your question in the comments on YouTube or X as input for the next monthly update!