Dantes Outlook Market Podcast

Author: Damanick Dantes

Weekly summaries of what comes across our portfolio management desk. Dantes Outlook manages a suite of global multi-asset ETF portfolios. We rely on internal models and external research providers. Previous episodes featured experts in global markets and investing. Our goal is to help both individuals and institutions realize global market opportunities and the factors that drive them. Conversations will focus on global market events, trading and investing strategies, risk management, and wealth. We'll also dive into decision making and the psychology behind investing. This podcast is for educational purposes only, and is not investment advice.
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Language: en

Genres: Business, Business News, Investing, News

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Crypto and Gold in a Multi-Asset Framework
Episode 37
Sunday, 14 December, 2025

Episode Highlights:Why 2025 delivered strong returns across most asset classes — except cryptoBitcoin and Ethereum’s negative YTD performance in contextKey technical breakdowns in Bitcoin using weekly and monthly trend modelsThe erosion of the “digital gold” narrative and rising equity correlationsWhy extreme fear isn’t enough to signal a bottomMacro regime insights: inflation vs. growth sensitivity in BitcoinGold’s resilience and role as a portfolio stabilizerHow Dantes Outlook’s Bitcoin/Gold rotation strategy navigated the yearResearch & Data Sources:Market and on-chain data from GlassnodeInternal quantitative models from Dantes OutlookAcademic research on asset behavior across macro regimesHappy holidays from Dantes Outlook!Visit us at www.dantesoutlook.com