Paul Hodges returns in a deep discussion on inflation, China, and the Federal Reserve. Paul joins Jack Farley to discuss recession and recession risk in Europe, China, and the U.S., as well as the fate of inflated hyper-growth stocks.
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Paul Hodges on Twitter https://twitter.com/paulhodges1
Jack Farley on Twitter https://twitter.com/JackFarley96
Blockworks on Twitter https://twitter.com/Blockworks_
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Bit.com is a full-suite cryptocurrency exchange launched by Matrixport, an integrated financial services firm headquartered in Singapore. Since August 2020, Bit.com has been online supporting the spot, perpetual, futures, fixed income and options products, with a particular highlight being pioneers to launch BCH options. Bit.com is the second-largest in the BTC and ETH options market.
Call to action: For any further enquiry, please contact vip@bit.com.
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(00:00) Introduction
(13:45) Why Is Inflation Bad For Stocks?
(21:24) Fate of Hyper-Growth Tech Stocks
(23:15) Tesla
(27:23) Ben Graham's Valuation Rules
(30:03) Bit.com Ad
(30:34) Recession In Europe
(42:39) Recession Risk in the U.S.
(46:10) Housing
(49:05) The Federal Reserve
(52:14) Chemicals Market Flashing Warning Signals
(56:00) Recession in China
(1:07:07) Electric Vehicles (EVs) and Autonomous Vehicles (AVs)
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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.