The Trump Put Is In The Bond Market | Weekly Roundup

This week, we discuss how we managed this insane week in markets, China and the evolving tariff strategy, and what’s going on with the bond market. We also delve into our expectations from the Fed, Secretary Bessent orchestrating policy behind the scenes, Bitcoin hitting ATHs in 2025, and more. Enjoy!

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Weekly Roundup Charts: https://drive.google.com/file/d/1cAWJKncxGgliZa54aTq08eCgn9Q-P8x1/view?usp=sharing

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Timestamps:

(00:00) Introduction

(00:39) PMLS IV

(02:02) Navigating This Insane Market

(07:32) Key Market Drivers

(12:22) Ondo Ad

(12:48) China & Tariffs

(16:31) US Spending Problem

(20:33) Bond Market

(24:12) The Fed & Inflation

(29:40) Powell, Bessent & Fiscal

(32:39) Ondo Ad

(33:10) Navigating A Volatile Market

(38:55) Secretary Bessent Running Point

(42:50) Alternative Trade Restructuring Strategies

(48:59) Unpacking the Bond Market Put

(52:47) BTC ATHs in 2025

(56:02) Market Tailwinds

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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.