Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/

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Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london

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Timestamps:

(00:00) Introduction

(00:29) Recession Is An Overrated Risk

(04:33) The Right-Tail Risk: Reaccelerating Inflation

(16:18) Will Stocks Continue to Outperform Bonds If Inflation Reaccelerates?

(21:25) VanEck Ad

(22:13) What Is The Neutral Rate Of Interest?

(29:22) Why Are Financial Conditions So Loose?

(44:59) "If Economy Stays Hot, I Think There Will Be Zero Rate Cuts This Year"

(47:22) Demographics Is Wildly Misunderstood

(01:01:20) China

(01:04:39) Duration Bubble of 2020 & 2021 Means Losses From Higher Rates Are Borne Not By Borrowers But By Lenders

(01:06:19) Danny's Bull Case For The Dollar

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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.

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