This week, we discuss the latest inflation data, the reversal of US exceptionalism, and Trump’s bold tariff bet potentially backfiring. We also delve into how we’re thinking about yields, whether 60/40 is compelling right now, why we’re in a crypto bear market, and more. Enjoy!
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Timestamps:
(00:00) Introduction
(00:42) Upcoming Digital Asset Summit
(02:16) CPI Takeaways
(05:51) Reversal of US Exceptionalism
(08:45) Ledger Ad
(09:34) Recession vs Growth Scare
(14:11) Trump's Bold Tariff Game
(20:09) The Long Foreign Markets-Short US Trade
(24:36) Ledger Ad
(25:21) The Long Foreign Markets-Short US Trade (Con't)
(31:11) It's a Bear Market
(32:36) Bitcoin and Crypto Market Analysis
(34:26) Bond Market & Yields
(39:11) 60/40 Portfolio
(42:34) Hedging Strategies
(45:08) Crypto Market Prospects
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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.