This week, Tony Greer and Jared Dillian from Macro Dirt join the roundup to discuss the fallout of Trump’s tariffs, what markets we’re eyeing during this meltdown, and how to manage risk as a trader. We also delve into commodities, tax cuts, Bitcoin’s resilience, and more. Enjoy!
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Timestamps:
(00:00) Forward Guidance x Macro Dirt
(01:32) Unpacking Trump’s Tariffs & Market Reaction
(09:56) Commodity Markets
(15:04) Federal Reserve and Economic Data
(24:27) Market Volatility and Bear Market Rallies
(25:57) Risk Management Strategies for Traders
(30:00) Gold Miners and Commodity Markets
(33:25) Tax Cuts and Tariff Implications
(37:43) Bitcoin's Resilience
(42:53) Bond Price Action
(44:53) Weekend Plans
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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.