US Assets Are Dead Money Without A Policy Shift | Weekly Roundup

This week, we discuss Powell’s hawkish speech, how to think about trading tariffs and the weaponization of the US account deficit, and whether we should expect a significant growth slowdown. We also delve into rate cuts & the yield curve, why Bitcoin is the trade after the trade, and more. Enjoy!

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Weekly Roundup Charts: https://drive.google.com/file/d/1hLnf2szLRxPcUkIJwPyj34UbhHadON69/view?usp=sharing

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Timestamps:

(00:00) Introduction

(01:45) Recent Fed Remarks

(06:26) Macro View and Tariff Trades

(16:27) Ondo Ad

(16:52) Market Positioning and Growth Slowdown

(27:30) Debating Growth & the Yield Curve

(35:30) Ondo Ad

(36:01) Debating Growth & the Yield Curve (Con't)

(36:59) Equities & Government Spending

(41:44) Bitcoin: The Trade After the Trade

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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.