Volatility, Valuation & the Debasement Trade

This week on The Big Skinny, Lou Basenese asks a timely question: if markets are headed into another storm, what should investors actually own? From bear-market scares and oil-price shocks to inflation jitters and dollar-debasement chatter, Lou breaks down the volatility that’s driving headlines — and the opportunities those headlines may be masking.

He also shares excerpts from his latest interview with David Dziekanski of Quantify Funds, who explains why the real debasement risk may not be where most investors think, and why the smartest way to play this environment may be through diversified, stacked exposure to assets like gold and Bitcoin.

Plus, Lou digs into sector rotation, the case for financials, Apple’s latest AI flex, the future of autonomous drone warfare, and why some of the market’s most exciting IPO chatter may still come with a giant asterisk.