This week we discuss the November jobs report, the Fed’s cutting path, and the goldilocks scenario for 2025. We also delve into the different R* models, MicroStrategy, the Milken moment for crypto, and much more. Enjoy!
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Timestamps:
(00:00) Introduction
(01:44) Post-Thanksgiving Catch Up
(03:33) November Non-Farm Payrolls
(08:31) Economic Slowdown or Stability?
(10:20) Debating The Fed’s Cutting Path
(16:51) Hot Economy Vs Growth Scare
(24:24) Macro Analysis & Shorting Oil
(30:35) Ads
(32:38) We Are In Goldilocks
(36:29) Stocks Vs Commodities
(38:12) Inflation Turning Point
(39:40) Different R* Models
(46:07) History Of Junk Bonds
(48:11) Milken Moment For Crypto
(52:11) Monetizing Volatility
(53:26) Bitcoin & Evolving Options Market
(56:40) MicroStrategy Risks
(01:03:23) Enhancing Yield With Volatility
(01:06:13) Debating Bitcoin’s Future
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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.