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Timestamps:
(00:00) Introduction
(00:48) Peter's Economic Worries: That Lower-End Consumers Are Already In A Recession
(12:26) VanEck Ad
(13:06) Interview Continues
(21:12) Is The AI Narrative That's Fueling The Stock Market Rally Real?
(48:07) Japan
(54:36) China
(01:09:19) 2024 U.S. Presidential Election
(01:11:42) Is The Boom In Private Credit & Private Equity Going To End Badly?
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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.
