This week, we discuss the Fed rate cut and dovish pivot, exacerbating the K-shaped economy, why the dollar could be bottoming, and why gold helps Quinn sleep at night. We also dig into Bitcoin’s correlation to gold, the hollowing out of public markets by private credit, and more. Enjoy!
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Weekly Roundup Charts: https://drive.google.com/file/d/1BX16NXlhxAHHCXiWc9o1EJ2-S20K-sZF/view?usp=sharing
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This Forward Guidance episode is brought to you by VanEck.
Learn more about the VanEck Semiconductor ETF (SMH):
http://vaneck.com/SMHFelix
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vaneck.com/SMHXFelix
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Timestamps:
(00:00) Introduction
(03:38) Origin Summit
(04:18) Why Are We Cutting Again?
(11:30) Cutting Into a Hot Economy?
(13:06) VanEck Ad
(13:50) Cutting Into a Hot Economy?
(17:16) What’s Next for the Dollar?
(21:39) Market Structure & Asset Allocation
(26:47) Is the Gold Trade Still Alive?
(28:28) VanEck Ad
(29:13) Bitcoin vs Gold
(33:52) Private vs Public Markets
(48:22) Generational and Class Politics
(50:50) Optimism for the Future
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Disclaimer: Nothing said on Forward Guidance 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Macro #Investing #Markets #ForwardGuidance
