00:00 – Macro side and the importance of timing 04:48 – Indecision and inertia in the indexes, weakness in oil, strength in gold 06:35 – The correlation between rate cuts and corrections 07:45 – The new Fed focus, persistent inflation 09:00 – How a bearish bias could be expressed: a 50-day moving average catch-up setup in NQ 10:20 – 50DMA catch-up in Ethereum and a possibility for high-tight flag / power play failure 11:57 – BTC as an example of 50DMA catch-up and correction 12:19 – How to trade US markets in the wake of its transition to a regional power: innovation themes after corrections 13:50 – CRDO as an example of a proper US trade 15:30 – Depression is unlikely 17:00 – RDDT near the top of an IPO base 17:30 – VMC and MLM as a reshoring / rebuilding play 18:30 – Why volatility is everywhere during corrections 19:00 – Priority scenario for the coming weeks and how to express it 22:26 – Bitcoin could benefit from the macro configuration change 23:40 – Other opportunities for shorting: NVDA