This week we discuss the Fed meeting, the impact of Trump's back & forth economic policies, and the outlook for bitcoin and alts. We also delve into the bull case for Lyft, what the totality of economic data says about the economy, and much more. Enjoy!—
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Timestamps:
(00:00) Introduction
(01:58) Lyft Investment Thesis
(03:12) Valuation Comparison and Market Dynamics
(04:20) Free Cash Flow and Buyback Potential
(05:17) Stock Dilution and Future Prospects
(07:18) Short Interest and Acquisition Rumors
(08:55) Short Interest and Market Sentiment
(12:09) Ads (Skale, Ledger)
(13:16) Fed Meeting Insights and Market Reactions
(17:08) Macro Trends and Economic Outlook
(23:54) Ads (Skale, Ledger)
(25:09) Roundup Continues
(26:09) Trump's Economic Policies and Market Impact
(30:10) Tariff Tensions: US-Canada Trade War
(31:14) Canadian Political Shake-Up
(31:52) Market Movements and Sector Rotations
(32:35) AI's Impact on the Market
(34:23) Small Caps vs. NASDAQ: Investment Strategies
(36:18) Trump's Tariff Tactics
(36:46) Economic Growth and Treasury Policies
(46:06) Bitcoin and Crypto Market
(48:03) Looking Ahead: Market Predictions
(54:10) Final Thoughts
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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.
