The Fed Cut Playbook: Bitcoin, AI & Small Caps in Focus
Update: 2025-09-15
Description
This week on The Big Skinny, Lou Basenese sits down with value investor and board director Mike Alfred to talk about bitcoin's upside, the AI-energy connection, and why crypto belongs in every long-term portfolio. Next up, James Fishback of Azoria breaks down the Fed’s latest cut and the strategy behind his Azoria 500 Meritocracy ETF (SPXM). Lou closes the loop with a post-cut playbook for investors: why history shows markets often rally, why small caps may lead the way, and the best stock ideas to own now that the Fed has shifted gears.
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