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Debating The Election’s Impact On Markets | Weekly Roundup

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Manage episode 445897142 series 3300108
Contenuto fornito da Blockworks. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Blockworks o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

This week we discuss election trades and Trump’s impact on markets, the number of Fed rate cuts currently priced in, and the ongoing bull market in gold. We also delve into the outlook for Bitcoin, how to measure a hard or soft landing, and much more. Enjoy!

Follow Quinn: https://x.com/qthomp

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Felix: https://twitter.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Follow Blockworks: https://twitter.com/Blockworks_

Weekly Roundup Charts: https://drive.google.com/file/d/1_VTM8KHaUHEG4hawqaDJNMF8TddDRM-t/view?usp=drive_link

Timestamps:

(00:00) Introduction

(01:42) Economy is Doing Well

(05:09) Earnings vs Economic Data

(08:29) Actionable Market Ideas

(11:38) Election & Trump Trades

(18:46) Small Caps & Gold

(21:34) Bitcoin & Microstrategy

(24:45) Contrarian Gold Take

(27:52) Trump Trade Hedges

(29:19) Fed Rate Cutting Path

(33:07) Economic Growth Under Trump

(38:12) Volatility & Election Hedging

(41:50) Measuring Hard & Soft Landings

(45:52) Economy Under Biden/Harris

(49:45) AI & The Future Economy

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.

  continue reading

429 episodi

Artwork
iconCondividi
 
Manage episode 445897142 series 3300108
Contenuto fornito da Blockworks. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Blockworks o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

This week we discuss election trades and Trump’s impact on markets, the number of Fed rate cuts currently priced in, and the ongoing bull market in gold. We also delve into the outlook for Bitcoin, how to measure a hard or soft landing, and much more. Enjoy!

Follow Quinn: https://x.com/qthomp

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Felix: https://twitter.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Follow Blockworks: https://twitter.com/Blockworks_

Weekly Roundup Charts: https://drive.google.com/file/d/1_VTM8KHaUHEG4hawqaDJNMF8TddDRM-t/view?usp=drive_link

Timestamps:

(00:00) Introduction

(01:42) Economy is Doing Well

(05:09) Earnings vs Economic Data

(08:29) Actionable Market Ideas

(11:38) Election & Trump Trades

(18:46) Small Caps & Gold

(21:34) Bitcoin & Microstrategy

(24:45) Contrarian Gold Take

(27:52) Trump Trade Hedges

(29:19) Fed Rate Cutting Path

(33:07) Economic Growth Under Trump

(38:12) Volatility & Election Hedging

(41:50) Measuring Hard & Soft Landings

(45:52) Economy Under Biden/Harris

(49:45) AI & The Future Economy

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.

  continue reading

429 episodi

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