Overheated Stock Market To Sell-off Before Continuing Rally, Warns Market Veteran | Le Shrub

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more.
VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/
__
Follow Le Shrub on Twitter https://twitter.com/agnostoxxx
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_
__
Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london
__

Timestamps:
00:00 Introduction
00:33 Shrub's Background In Shorting Credit During Great Financial Crisis
05:28 Short Credit Spreads Trade
08:43 Commercial Real Estate (CRE)
12:14 The Challenges of Shorting An Index
15:26 Have We Seen "Max Stupid" Yet?
21:08 Shrub's Short-Term Call That Stocks Will Correct Mildly
25:33 Why Shrub Thinks Stocks End Up On The Year
28:51 This Is Not 2000, This Is Not 2021, Argues Shrub
34:25 Shrub's Investing Approach: Value, Thematic, Coal, and Digimarc
40:40 Tesla and Google
51:02 Treasury Secretary Yellen Tamagotchi
52:12 Two Types of Inflation: Wealthflation and Plebflation
55:44 How Much Does Market Plumbing Matter?
01:01:29 Is U.S. Treasury Sterilizing QT?
01:07:05 Economic Outlook in U.S. And Europe
01:09:42 How Systemic Are Commercial Real Estate (CRE) Issues?
01:14:48 Banking & CLO Systems
01:17:57 Views on Fed's Interest Rate Policy

__
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.