This week we discuss the Fed’s cutting path, Powell’s speech, and managing crypto market euphoria. We also delve into whether we’ve seen the peak in the dollar and yields, the factors driving the Fed, and much more. Enjoy!
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Timestamps:
(00:00) Introduction
(01:37) Revisiting View Of The Economy
(03:42) Fed Cuts & Powell Speech
(09:55) Peak In Dollar & Yields
(13:38) Government Spending & DOGE
(19:02) China, Japan, & The Dollar
(22:23) Small Caps Vs Large Caps
(24:56) Ads
(26:29) Managing Crypto Euphoria
(33:24) Bullish Market Signals
(37:41) Stifling Volatility
(40:41) Tactical Outlook For Bitcoin
(43:35) Long-Term Bitcoin Outlook
(48:16) Inflation & Potential For Recession
(53:34) Differentiating Assets
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.