This week, we join the Empire 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) Turning Bearish In 2025
(10:490 Ads (Ondo, Ledger)
(12:00) How Trump Spooked Markets
(15:46) The Trump & Bessent Playbook
(19:13) The Bull vs Bear Case In 2025
(27:57) Ads (Ondo, Ledger)
(29:07) How To Position Under Trump 2.0
(32:46) Will The Fed Step In?
(36:46) What We Learnt From SVB’s Collapse
(39:43) What’s Trump’s End Game
(44:31) Is Bitcoin A Safe Haven?
(47:24) Building A Crypto Portfolio
(01:01:01) Long vs Short Vol
(01:04:04) Coinbase & Crypto Equities
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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 even thinking about, thinking about putting your money into these crazy markets.
