Crypto Insulation, M2 Money Supply, PayPal and Palantir With James Foord (The Pragmatic Investor)

The Pragmatic Investor, James Foord, discusses macro data, M2 money supply, Bitcoin/alt-coins, and shares a company he was surprised by this earnings season.

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(00:49) M2 Money Supply and Inflation.
(03:31) Fed's pause and pivot.
(08:39) Real assets and gold.
(11:22) Is crypto a real asset?
(14:22) Bitcoin investments and congestion.
(18:30) Palantir's recent growth and potential.