Why Bitcoin Is My Largest Position (With Caleb Franzen)

This week on We Talk Money, we’re exploring the markets with Caleb Franzen…

and digging into why he currently has 70% of his net worth in Bitcoin.

Caleb is up more than 26% year-to-date, and in this episode we break down what he’s seeing across the markets right now, including:

  • Why he’s so heavily allocated to Bitcoin
  • Cross-market signals and what they’re telling us
  • The outlook for tech and AI stocks
  • Specific names including Palantir (PLTR), Snowflake (SNOW) and more
  • Where he’s finding opportunities heading into the rest of the year

If you’re trying to make sense of Bitcoin, AI, tech stocks, and the broader market environment, there’s a lot to unpack in this one.

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