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Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
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Timestamps:
(00:00) Introduction
(00:56) Is There An "Economic Accident" Brewing?
(10:26) Why Neil Thinks The Fed Should Cut Before The Election
(21:54) VanEck Ad
(22:36) Odds Of A Recession
(29:33) Is The Nonfarm Payroll (NFP) Data From Establishment Survey Overstating How Rosy U.S. Job Market Is?
(48:25) Dutta Prefers Bonds Over Stocks
(58:42) The Fiscal Deficit In 2025 And Beyond
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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.
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
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
(00:46) Economic False Alarms Over Past 5 Years
(05:44) The False Recession Signal of 2022
(19:36) VanEck Ad
(20:17) What Is The Cause Of So Much Economic Pessimism?
(26:26) Are Sovereign Debt Levels A Threat To Economy?
(39:56) Permissionless III Ad
(40:54) AI And Labor Productivity
(54:04) How To Prepare For Actual Material Economic Threats
(01:00:52) What Are The False Signals Of 2024?
(01:06:25) Geopolitical Risks
(01:13:10) U.S. / China Tensions
(01:17:22) Black Swan: Solar Flare
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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.
