The Unwinding Of The Global U.S Dollar Trade | Weekly Roundup
This week, we're back with another weekly roundup to discuss the unwinding of the U.S Dollar & it's impact on markets. We deep dive into this weeks economic data, rising geopolitical conflict, the global fiscal supercycle & more. Enjoy!
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Timestamps:
(00:00) Introduction
(04:10) The Market Is Fading Geopolitical Conflict
(11:42) Ads (Aptos, Arkham)
(12:52) Takeaways From Economic Data
(16:33) The U.S Debt Refinancing Cycle
(21:42) How To Stop The Long End Sell-Off
(29:08) The Unwinding Of The U.S. Dollar Trade
(35:13) The Weimarification Of U.S Markets
(38:19) The Global Fiscal Supercycle
(41:02) Will A.I Bail Us Out?
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.