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This week Harris Kupperman returns to the show for a discussion on how he is thinking about markets in 2024. Expecting bonds to continue selling off, will equity markets crumble or continue to melt up as fiscal dominance takes the reigns?
Harris then shares his thoughts on some of the best opportunities he is seeing in markets such as oil, gold miners, uranium & more. Enjoy!
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Forward Guidance is sponsored by VanEck.
Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.
VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus.
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(00:00) Introduction
(01:14) Nobody's Ready For Higher Inflation
(02:59) Will The Fed Cut Rates In 2024?
(05:26) Gold
(09:25) Oil
(17:04) VanEck Ad
(18:07) The Uranium Trade
(30:37) Gaining Gold Exposure vs Owning The Miners
(37:06) The A.I Trade & Investing In Your Circle Of Competence
(39:59) Bitcoin
(42:58) The Bond Market Sell-Off Can Continue
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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.
This is a paid sponsorship on behalf of Van Eck Associates Corporation.
Today’s episode of Forward Guidance is a special fireside chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund. Kanade shares his philosophy for investing in crypto, and discusses his views on Prior to joining VanEck, Mr. Kanade worked as a Credit Portfolio Manager at Millennium Management.
Pranav’s Substack: https://killerapps.substack.com/
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Follow Pranav Kanade on Twitter https://twitter.com/vaneckpk
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
(00:31) Kanade's Journey Into Crypto
(10:43) Kanade's Investment Philosophy
(13:55) Is Crypto In A New Bull Market?
(35:32) Leverage And Funding Rates
(38:01) How Macro (And The Federal Reserve) Impacts Crypto
(48:45) Decentralized Physical Infrastructure Network (DePIN)
(52:42) Tesla
(54:54) Crypto Venture Capitalists (VCs)
(58:15) Eth vs. Sol
(01:01:12) At This Stage, Most AI Crypto Things Is "Nonsense"
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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.
