Description
This week, we discuss the biggest risks to the economy, whether Mag7 is a bubble, surprisingly strong consumer data, the increasingly noisy housing and labor markets, risks around Fed policy and dollar liquidity, and why gold has been a cleaner macro hedge than Bitcoin. Enjoy!
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Weekly Roundup Charts: https://drive.google.com/file/d/1CN8SRsPqdupjrs27C0k1PDRfvGLf8kS6/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):
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Timestamps:
00:00 Introduction
01:37 DAS London
02:40 Macro Outlook
04:43 Strong GDP Numbers
06:04 Understanding the New Economy
12:00 The Housing Market
17:49 Biggest Risks to the Economy
27:00 Market Structure Update
32:08 Is Mag7 a Bubble?
38:15 Inflation is the Plan & Problem
42:50 The Poison of Financialization
45:50 Breaking a Broken System
49:30 Gold Pump vs Crypto Slump
54:38 Protectionist Policies & the Dollar
01:05:30 Final Thoughts
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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