Forward Guidance is sponsored by VanEck.
Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.
VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus.
__
Follow Andy Constan on Twitter https://twitter.com/dampedspring
Follow Two Gray Beards on Twitter https://twitter.com/2Graybeards
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
(00:16) The Script
(02:49) Andy's Current View: Bearish On Stocks And Bonds, Bullish on Two-Year Notes
(04:17) Bond Market Might Be Underpricing The Chance Of A Recession
(07:29) Treasury Plumbing (Quarterly Refunding Announcement)
(13:10) At What Point Will Buyers Return To The Treasury Market?
(17:13) VaEck Ad
(18:15) How To Trade Something That Has So Many Drivers (Such As S&P 500)
(22:35) Stock Bond Correlation
(30:17) May Fed Meeting
(31:36) Odds That The Fed Hikes In 2024 (Rather Than Cuts)
(33:28) Andy Likes Two Year Notes Even Though He Thinks The Fed Could Not Cut At All This Year
(34:59) Andy Gets In-The-Weeds On Options-Implied Path of Fed Policy
(39:05) What Would It Take For Andy To Become Bullish On Stocks?
(41:24) Gold's Sudden Rise
(44:53) The Japanese Yen
(46:54) The Pressures On Interest Rates Will Emanate From The United States
(47:37) Chinese Equity Market
(49:35) Fed's Decision To Taper Quantitative Tightening (QT)
__
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.
Andy Constan: The Bond Market Will Take The Stock Market Down With It | Forward Guidance podcast - Listen or read transcript on Metacast
