Forward Guidance cover image

The Market Is OVERREACTING to Policy Uncertainty | Jeff deGraaf

Forward Guidance

00:00

Navigating Credit Spreads and Investment Trends

This chapter explores the implications of credit spreads in the face of economic slowdown and the influences of quantitative tightening on market conditions. It also analyzes gold and Bitcoin as investment options, emphasizing their relationship with consumer sentiment and market indicators. Additionally, the discussion covers long-term investment strategies for 2025, highlighting opportunities in China and the correlation between policy uncertainty and market returns.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app