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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)
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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.
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