Forward Guidance podcast

Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China

15 Sekunden vorwärts
15 Sekunden vorwärts
Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit to learn more.VanEck Bitcoin Trust (HODL) Prospectus: __ Follow Le Shrub on Twitter Follow VanEck on Twitter Follow Jack Farley on Twitter Follow Forward Guidance on Twitter Follow Blockworks on Twitter __ Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: __ Timestamps: (00:00) Introduction (00:33) Shrub's Background In Shorting Credit During Great Financial Crisis (05:28) Short Credit Spreads Trade (08:43) Commercial Real Estate (CRE) (12:14) The Challenges of Shorting An Index (15:26) Have We Seen "Max Stupid" Yet? (23:58) VanEck Ad (21:08) Shrub's Short-Term Call That Stocks Will Correct Mildly (25:33) Why Shrub Thinks Stocks End Up On the Year (28:51) This Is Not 2000, This Is Not 2021, Argues Shrub (34:25) Shrub's Investing Approach: Value, Thematic, Coal, and Digimarc (40:40) Tesla and Google (51:02) Treasury Secretary Yellen Tamagotchi (52:12) Two Types of Inflation: Wealthflation and Plebflation (55:44) How Much Does Market Plumbing Matter? (01:01:29) Is U.S. Treasury Sterilizing QT? (01:07:05) Economic Outlook in U.S. And Europe (01:09:42) How Systemic Are Commercial Real Estate (CRE) Issues? (01:14:48) Banking & CLO Systems (01:17:57) Views on Fed's Interest Rate Policy __ 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.

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