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

Forward Guidance

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Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london

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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

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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.