This week, Danny Dayan joins the show to discuss his “Doom Loop” of factors weakening the dollar and increasing inflation, why inflation expectations are unanchored, and the importance of remaining nimble in fast-moving markets. We also delve into how we’re seeing equities, rate cuts, and bonds through 2025, whether the Fed can rescue growth, why the inflation problem is worse than the growth problem and more. Enjoy!

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Timestamps:

(00:00) Introduction

(02:40) Beware the Doom Loop

(13:21) Ondo Ad

(13:48) Dollar Weakness or Normalization?

(16:15) Dollar & Bonds

(23:13) Hard Data & The Doom Loop

(25:06) Real Rates & Inflation

(31:48) Ondo Ad

(32:17) Inflation Expectations Are Unanchored

(38:13) Trading The Current Regime

(47:24) Gold Market

(49:18) Having Perspective In Fast-Moving Markets

(55:06) Can the Fed Rescue Growth?

(59:32) Inflation is the Bigger Problem

(09:30) What Will the Fed Do?

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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.