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Contenido proporcionado por Blockworks. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Blockworks o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)

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Manage episode 409218738 series 3300108
Contenido proporcionado por Blockworks. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Blockworks o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more.

VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/

__

This is a recorded version of Jack’s macro panel at the 2024 Digital Asset Summit hosted by Blockworks, recorded in London on March 19, 2024. Macro analysts (and previous Forward Guidance guests) Joseph Wang of FedGuy.com, Michael Howell of CrossBorder Capital, Julian Brigden of Macro Intelligence 2 Partners, and Jonny Matthews of SuperMacro (ex-Brevan Howard) share their outlook on the global economy, stocks, bonds, currencies, and Bitcoin.

__

Follow Joseph Wang on Twitter https://twitter.com/FedGuy12

Joseph’s work https://fedguy.com/

Follow Julian Brigden on Twitter https://twitter.com/JulianMI2

Julian’s work https://t.co/qdroC4L86V

Follow Michael Howell on Twitter https://twitter.com/crossbordercap

Michael’s work https://www.crossbordercapital.com/

Follow Jonny Matthews on Twitter https://twitter.com/super_macro

Jonny’s work https://super-macro.com/

Follow VanEck on Twitter https://twitter.com/vaneck_us

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

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

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

__

Timestamps:

(00:00) Introduction

(00:18) Will Stocks Continue To Crush Bonds?

(07:24) U.S. Economy Continues To Outperform Rest Of World

(12:37) Financial Conditions Are Very Loose Despite Fed's Rapid Rise In Interest Rates

(17:52) VanEck Ad

(22:57) Michael Howell: Liquidity Is Continuing To Rise

(30:17) Interest Rates And The Dollar

(31:47) Views On Crypto

(38:33) Concluding Prediction On Stocks Bonds And Bitcoin

__

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

388 episodios

Artwork
iconCompartir
 
Manage episode 409218738 series 3300108
Contenido proporcionado por Blockworks. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Blockworks o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more.

VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/

__

This is a recorded version of Jack’s macro panel at the 2024 Digital Asset Summit hosted by Blockworks, recorded in London on March 19, 2024. Macro analysts (and previous Forward Guidance guests) Joseph Wang of FedGuy.com, Michael Howell of CrossBorder Capital, Julian Brigden of Macro Intelligence 2 Partners, and Jonny Matthews of SuperMacro (ex-Brevan Howard) share their outlook on the global economy, stocks, bonds, currencies, and Bitcoin.

__

Follow Joseph Wang on Twitter https://twitter.com/FedGuy12

Joseph’s work https://fedguy.com/

Follow Julian Brigden on Twitter https://twitter.com/JulianMI2

Julian’s work https://t.co/qdroC4L86V

Follow Michael Howell on Twitter https://twitter.com/crossbordercap

Michael’s work https://www.crossbordercapital.com/

Follow Jonny Matthews on Twitter https://twitter.com/super_macro

Jonny’s work https://super-macro.com/

Follow VanEck on Twitter https://twitter.com/vaneck_us

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

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

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

__

Timestamps:

(00:00) Introduction

(00:18) Will Stocks Continue To Crush Bonds?

(07:24) U.S. Economy Continues To Outperform Rest Of World

(12:37) Financial Conditions Are Very Loose Despite Fed's Rapid Rise In Interest Rates

(17:52) VanEck Ad

(22:57) Michael Howell: Liquidity Is Continuing To Rise

(30:17) Interest Rates And The Dollar

(31:47) Views On Crypto

(38:33) Concluding Prediction On Stocks Bonds And Bitcoin

__

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

388 episodios

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