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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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This is a recorded version of Jack’s macro panel at the 2024 Digital Asset Summit hosted by Blockworks, recorded in London on March 19, 2024. Macro analysts (and previous Forward Guidance guests) Joseph Wang of FedGuy.com, Michael Howell of CrossBorder Capital, Julian Brigden of Macro Intelligence 2 Partners, and Jonny Matthews of SuperMacro (ex-Brevan Howard) share their outlook on the global economy, stocks, bonds, currencies, and Bitcoin.
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Follow Joseph Wang on Twitter https://twitter.com/FedGuy12
Joseph’s work https://fedguy.com/
Follow Julian Brigden on Twitter https://twitter.com/JulianMI2
Julian’s work https://t.co/qdroC4L86V
Follow Michael Howell on Twitter https://twitter.com/crossbordercap
Michael’s work https://www.crossbordercapital.com/
Follow Jonny Matthews on Twitter https://twitter.com/super_macro
Jonny’s work https://super-macro.com/
Follow VanEck on Twitter https://twitter.com/vaneck_us
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
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Timestamps:
(00:00) Introduction
(00:18) Will Stocks Continue To Crush Bonds?
(07:24) U.S. Economy Continues To Outperform Rest Of World
(12:37) Financial Conditions Are Very Loose Despite Fed's Rapid Rise In Interest Rates
(17:52) VanEck Ad
(22:57) Michael Howell: Liquidity Is Continuing To Rise
(30:17) Interest Rates And The Dollar
(31:47) Views On Crypto
(38:33) Concluding Prediction On Stocks Bonds And Bitcoin
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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.
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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Lawrence McDonald, New York Times Bestselling author and founder of The Bear Traps Report returns to Forward Guidance to discuss his latest book, “When Markets Speak.” McDonald argues that the world is on the precipice of a higher-inflation regime that will cause a multi-trillion dollar migration of capital from technology stocks to producers of natural resources such as oil, gas, copper, Uranium, and gold. Filmed on March 27, 2024.
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Follow Lawrence McDonald on Twitter https://twitter.com/Convertbond
McDonald’s latest book, “When Markets Speak”: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities/dp/0593727495
McDonald’s first book, “A Colossal Failure of Common Sense: The Inside Story of the Collapse of Lehman Brothers”: https://www.amazon.com/Colossal-Failure-Common-Sense-Collapse/dp/B002IFLWMK/?_encoding=UTF8&pd_rd_w=9F5dM&content-id=amzn1.sym.cf86ec3a-68a6-43e9-8115-04171136930a&pf_rd_p=cf86ec3a-68a6-43e9-8115-04171136930a&pf_rd_r=144-7804338-9176020&pd_rd_wg=wepDC&pd_rd_r=e57c52f3-38c7-4f25-bf51-8a804dfd2f13&ref_=aufs_ap_sc_dsk
Follow VanEck on Twitter https://twitter.com/vaneck_us
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
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Timestamps:
(00:00) Introduction
(02:58) The End Of Austerity: Huge Fiscal And Monetary Stimulus Has Created A New Inflationary Age
(08:07) A Multi-Trillion Migration Of Capital Is Underway, Argues McDonald
(08:46) A New Commodity Bull Market Is Forming
(15:58) Oil & Gas
(18:09) Uranium
(21:22) China
(27:17) Is NVIDIA A Bubble?
(33:22) VanEck Midroll
(34:05) What This Means For Broad Index Investors
(38:37) Financial Repression And Debt Jubilee
(48:16) The Banking System
(50:26) Recession Risk
(01:01:55) How To Listen When Markets Speak
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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.
