Energy Transfer LP Common Units representing limited partner int

Nvidia Corp

Invesco QQQ Trust, Series 1

Rockwell Automation, Inc.

SPDR S&P 500 ETF Trust

iShares 20+ Year Treasury Bond ETF

Happy 2023 Everyone! Bill Baruch and I just published our first episode of Triple Play, a podcast dedicated to macro, micro and technicals. We aim to provide actionable ideas on a weekly basis, and hope you enjoy the content!

This week we covered the U.S. economic backdrop, trends in AI, automation & energy, as well as how all of the former connect to portfolio allocation.

Enjoy!
$NVDA $ET $ROK $SPY $QQQ $TLT
[Connecting US Macro to Stocks In AI, Automation & Energy | Triple Play Podcast Episode 1 - YouTube](https://www.youtube.com/watch?v=8yjY56O_8mQ)

Nice to see a suave looking profile photo Jannis!

Undefined

Bill Baruch and Jannis Meindl kick off the year with the first episode of Blue Line Capital's new Triple Play Podcast. Each week, we will connect the macro t...

https://www.youtube.com/watch?v=8yjY56O_8mQ

Connecting US Macro to Stocks In AI, Automation & Energy | Triple Play Podcast Episode 1

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