This week we discuss election trades and Trump’s impact on markets, the number of Fed rate cuts currently priced in, and the ongoing bull market in gold. We also delve into the outlook for Bitcoin, how to measure a hard or soft landing, and much more. Enjoy!
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Weekly Roundup Charts: https://drive.google.com/file/d/1_VTM8KHaUHEG4hawqaDJNMF8TddDRM-t/view?usp=drive_link
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Timestamps:
(00:00) Introduction
(01:42) Economy is Doing Well
(05:09) Earnings vs Economic Data
(08:29) Actionable Market Ideas
(11:38) Election & Trump Trades
(18:46) Small Caps & Gold
(21:34) Bitcoin & Microstrategy
(24:45) Contrarian Gold Take
(27:52) Trump Trade Hedges
(29:19) Fed Rate Cutting Path
(33:07) Economic Growth Under Trump
(38:12) Volatility & Election Hedging
(41:50) Measuring Hard & Soft Landings
(45:52) Economy Under Biden/Harris
(49:45) AI & The Future Economy
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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.
