Do Sentiment Trends Boost Reflation Odds
2026-01-27
On Monday, we discussed how the Truflation inflation gauge points to a sudden price decline, which clouds the reflation outlook. Today, we share recent consumer sentiment readings that counter the disinflation story and support the reflation narrative. On Friday, the University of Michigan reported that its consumer sentiment index improved in January to a five-month …
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1-26-26 Is Bitcoin Entering a New Regime or Just Another Cycle?$IBIT $BTCUSD
2026-01-26
Bitcoin’s usual links to $QQQ, Fed policy, and the four-year cycle have broken down.
In this short video, Parker White and I discuss why key correlations have broken down and whether institutional buyers are changing the depth and shape of the next #Bitcoin bear market.
📺Full interview: https://www.youtube.com/watch?v=_6F1ITCnF0A
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
1-26-26 Bitcoin: Diversifier or Distraction – The Parker White Interview
2026-01-23
Bitcoin and cryptocurrencies are once again at the center of investor debate—but for very different reasons than past cycles. Lance Roberts and special guest, DeFi Development Corp’s COO, Parker White, examine what’s been happening beneath the surface of the crypto market, including the growing divide between older and younger Bitcoin cohorts and the increasing fractionalization of crypto ownership.
Is Bitcoin’s volatility evolving in a way that allows it to function as a portfolio diversifier, especially when compared to traditional hedges, like gold? What is its potential role in an all-weather portfolio? With 2026 shaping up as a potential “catch-up trade” year, we also address why altcoins continue to lag—and whether they still have a place in diversified portfolios.
The discussion
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