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Humanoids, Small Cap Rebellion, and the Bitcoin Pivot
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3
We’re declaring a Robot War on this week’s episode of The Big Skinny,
as Lou Basenese squares off against a bullish humanoid trifecta – Dave Mazza of
Roundhill Investments and founder of the HUMN ETF, Adam Johnson of
BullseyeBrief.com and Michael Lee of Michael Lee Strategy. Are they too optimistic or is
Lou too skeptical? Tune in to find out. Also in the mix, why small caps get no respect,
Lou’s reluctant pivot toward Bitcoin (yes, really), Big Tech earnings, and a sharp take on
how tariffs and the Fed are reshaping the macro narrative. Whether you’re team robot,
team value, or team volatility – this episode brings the heat, the facts, and the fight.
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