Executive Summary: CapitalCosm Interview with Patrick Karim & Kevin Wadsworth
Date: June 25, 2025
Guests: Patrick Karim and Kevin Wadsworth (Northstar Bad Charts)
🔍 Main Themes & Takeaways
1. Conflicting Market Signals and Timeframe Importance
⏱ (00:00–00:06:00)
The market is showing mixed signals; copper looks strong in the short term, but macro indicators (like the 2-year yield and oil) suggest potential weakness.
Karim and Wadsworth emphasize multi-timeframe analysis—what appears bullish daily may break down monthly.
A copper breakout is possible, but not yet confirmed. It has historically risen even during early-stage recessions.
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