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Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit vaneck.com/HODLFG to learn more.
VanEck Bitcoin Trust (HODL) Prospectus: vaneck.com/hodlprospectus/
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This is a recorded version of Jack’s macro panel at the 2024 Digital Asset Summit hosted by Blockworks, recorded in London on March 19, 2024. Macro analysts (and previous Forward Guidance guests) Joseph Wang of FedGuy.com, Michael Howell of CrossBorder Capital, Julian Brigden of Macro Intelligence 2 Partners, and Jonny Matthews of SuperMacro (ex-Brevan Howard) share their outlook on the global economy, stocks, bonds, currencies, and Bitcoin.
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Follow Joseph Wang on Twitter / fedguy12
Joseph’s work fedguy.com/
Follow Julian Brigden on Twitter / julianmi2
Julian’s work t.co/qdroC4L86V
Follow Michael Howell on Twitter / crossbordercap
Michael’s work www.crossbordercapital.com/
Follow Jonny Matthews on Twitter / super_macro
Jonny’s work super-macro.com/
Follow VanEck on Twitter / vaneck_us
Follow Jack Farley on Twitter / jackfarley96
Follow Forward Guidance on Twitter / forwardguidance
Follow Blockworks on Twitter / blockworks_
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Timestamps:
00:00 Introduction
00:18 Will Stocks Continue To Crush Bonds?
07:24 U.S. Economy Continues To Outperform Rest Of World
12:37 Financial Conditions Are Very Loose Despite Fed's Rapid Rise In Interest Rates
17:52 VanEck Ad
22:57 Michael Howell: Liquidity Is Continuing To Rise
30:17 Interest Rates And The Dollar
31:47 Views On Crypto
38:33 Concluding Prediction On Stocks Bonds And Bitcoin
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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.