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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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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.
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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Jason Hsu of Rayliant joins Forward Guidance to share his view on the particulars of the Chinese equity market. Hsu argues that the “brutal” bear market is close to over and makes the bull case for onshore Chinese stocks. Recorded on March 28, 2024.
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Jason Hsu on LinkedIn https://www.linkedin.com/in/jasonchsu/
About Rayliant https://rayliant.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
(00:30) The "Brutal" Bear Market In Chinese Equities
(12:49) In China, It's Not The Homebuyers Who Are Indebted... It's The Builders (aka Developers)
(19:31) Spillovers Of China's Real Estate Correction
(23:41) Impact of Real Estate Issues On China's Banking System
(26:39) Beijing's Biggest Fixation: How To Avoid Japanese Real Estate Bust Of 1990s
(33:58) Regulatory Scrutiny On Tech And Other Industries Has Been Reduced
(38:09) VanEck Ad
(38:52) 5-10 Years From Now, People Will Look At Now AS Bottom In Chinese Equities
(39:55) China's Ambition To Move Up The Value Chain
(43:04) Just How Cheap Are Chinese Stocks?
(43:59) Who Are The Investors In The Chinese Stock Market?
(46:08) Immense Pessimism Has Gripped Chinese Stock Investors
(47:16) What Causes Chinese Stocks To Go Up Or Down?
(49:06) China's Role In Emerging Market Equity Portfolios
(51:50) What Moves Emerging Market (EM) Stocks As A Category?
(55:53) Latin American, Middle East, and Africa
(57:23) The Role of Diversification and "Quantamental" Analysis
(01:04:45) State-Owned Enterprises (SOEs) - What Do Investors Really Own?
(01:08:29) Biggest Overweights. (Mexico) and Underweights (India)
(01:11:00) Mechanics Of "The Beijing Put"
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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.
