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.

Subscribe To The Show:

Links & Resources



Join Our Community

Get "Do This With Your Money" Book!

FREE trial of Ycharts

Save 10% On KoyFin

Join Exploding Topics

Latest Episodes

Is Tesla’s Big Bet Finally Paying off?

https://youtu.be/L_wETLmcJp8?si=gx3R_UwKF7_X4lmo Is Tesla’s BIG bet finally paying off? Tesla’s full self-driving technology may finally be getting close to what Elon Musk promised years ago, but with a massive valuation already baked into the stock, the big question...

The Market Could Be Setting Up for a MASSIVE Move (WTM Ep: 183)

https://youtu.be/1JiW-uuez98?si=TUSf7N7RC3zsqseS The market could be setting up for a MASSIVE move… The S&P 500 is flirting with all-time highs, Bitcoin is holding strong, and investors are trying to figure out what comes next as the Fed, inflation, energy prices,...

Did Bitcoin Just Bottom?! (WTM Ep: 182)

https://youtu.be/wrp6vPTXYTE?si=eYtw0ReJ8quiqUvr This week we saw Bitcoin put in a massive short squeeze and break some key areas that could be throwing us back into a bull market. So in this episode, we're looking at the big picture and talking through where Bitcoin...