未收藏备份
Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker
1时10分51秒
05-14
Episode Summary
Voice Summary:
0:00:00

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.

__

Follow Keith Dicker on Twitter https://twitter.com/IceCapGlobal

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_

__

Timestamps

(00:00) Introduction

(01:07) An Overview Of Currencies

(09:19) The U.S. Dollar As A Hedge

(20:14) The Bond Market Is Not Safe

(25:41) Economic Outlook

(29:27) VanEck Ad

(30:28)

(34:02) Central Banks Management Of Currencies

(36:23) Emerging Market Currencies

(42:12) U.S. Trade Deficit And Fiscal Deficit

(45:08) Looking Back At Dollar Bear Market of 2000-2007

(49:05) China Is Screwed: Dicker on Chinese Yuan (CNY)

(01:00:27) View On Stock Market

(01:02:42) Which Are You More Bearish On, The Euro Or The Yen?

__


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.

Next Episode
Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors

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.

__

Follow Nick Givanovic on Twitter https://twitter.com/nickgiva1

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_

__

Timestamps:

(00:00) Introduction

(00:30) Nick Favors Stocks Over Bonds Until He Sees Data That Say Otherwise

(05:25) Potential For An Bond Auction Failure

(06:44) U.S Government Borrowing: Treasury Bills vs. Treasury Coupons

(21:49) Conditions At Recent Treasury Market Auctions

(25:13) Short Bonds, But Not Wildly Bearish

(26:13) VanEck Ad

(27:14) Is Yield Curve Steepener Trade Positive Carry or Negative Carry?

(28:43) Inflation Volatility Is Bad For Term Premia

(33:13) Bull Steepener vs. Bear Steepener: How Will The Yield Curve Uninvert?

(39:10) Bull Steepeners Usually Occur Faster Than Bear Steepeners (Nick Thinks Bull Steepener Could Be More Likely)

(54:24) Volatility In The Bond Market

(01:02:21) Relative to Bonds, Nick Is Bullish On Stocks

(01:07:49) The Labor Market

(01:09:53) GameStop and the Return of Meme Stocks

__

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.

1时19分26秒 2024-05-16
Host
Single Episode:43
05-14