Part 13/17:
Alden comments that Tesla, given its current financial position and ratings (still junk-rated), might not yet borrow against Bitcoin but could consider doing so in the future once Bitcoin's value grows substantially.
Market Dynamics: Rotation, Valuations, and Investor Behavior
The conversation turns to market rotation—how funds shift from tech giants and high-valuation growth stocks toward value-oriented sectors like banking and energy as yields rise. Alden observes that while the S&P 500 remains strong, underlying movements indicate a rotation that could continue if interest rates continue to climb.