Part 14/15:
The conversation emphasized the importance of monitoring energy markets, geopolitical developments, and macroeconomic indicators. Central banks face a dilemma—whether to print to avoid financial collapse or tighten to control inflation—each with its own risks.
Ultimately, the analyst's core message is one of caution: markets remain vulnerable to abrupt corrections, and investors should prepare for a decade characterized by inflationary pressures, energy constraints, and systemic risks. Bitcoin, with its supply limitations, continues to be viewed as an important component of a diversified portfolio, especially if correlations weaken or if supply-demand dynamics favor higher prices.