Use code FG20 to get 20% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london
Follow Marko Papic on Twitter https://twitter.com/Geo_papic
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
00:18 Geopolitical Risks Are Often Mispriced
09:20 Papic's Outlook on Russia-Ukraine War
13:30 Blank Checks For Ukraine Are Getting Very Politically Expensive For Western Politicians
23:11 Military Alliances Can Be Dangerous
25:41 Papic on Israel-Hamas War: "Palestinian Issues Have Never Had A Market Impact"
27:31 Papic Believes That Conflict "Will Be Contained To Israel"
34:29 Gold's Recent Rally As Central Banks Diversify Away From U.S. Dollar
37:16 The Market Has Become Aware That World Is Increasingly Multipolar
42:39 Analogy To World War 1 and World War 2
48:00 What Makes A Great Power?
52:19 What Are China's Global Ambitions As A Great Power?
59:35 China & Taiwan
01:06:58 U.S.-China Economic Relations (Flow of Trade and Capital)
01:11:05 There Will Be A Huge Buying Opportunity In China Over Next 12-18 Months
01:13:27 U.S. Presidential Election
01:16:47 I Think There's No Way In Hell The Fed Raises Rates Over The Next Twelve Months
01:19:43 American Elites Are Not Very Smart
__
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.
No Comments