Navigating Tariffs, Bond Markets, and Economic Growth

Gm! This week we're joined by Felix Jauvin & Quinn Thompson from the Forward Guidance podcast to discuss where markets go next from here. After the market sold off in reaction to the Trump tariffs, we deep dive into the bull vs bear case in 2025, Trump's end game, building the perfect portfolio, Coinbase vs Robinhood, is Bitcoin really a safe haven asset & more. Enjoy!

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Timestamps:

(00:00) Introduction

(00:52) Turning Bearish In 2025

(11:38) Ads (Aptos, Zenrock)

(12:58) How Trump Spooked Markets

(16:44) The Trump & Bessent Playbook

(20:12) The Bull vs Bear Case In 2025

(28:56) Ads (Aptos, Zenrock)

(30:15) How To Position Under Trump 2.0

(33:54) Will The Fed Step In?

(37:55) What We Learnt From SVB’s Collapse

(40:52) Ads (Falcon X, WalletConnect, Token.com)

(43:05) What’s Trump’s End Game

(47:53) Is Bitcoin A Safe Haven?

(50:45) Building A Crypto Portfolio

(01:04:23) Long vs Short Vol

(01:07:26) Coinbase & Crypto Equities

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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.