Stocks (And Bitcoin) Poised To Outperform Bonds In 2024 | DAS Macro Panel 2024

March 28, 2024

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VanEck Bitcoin Trust (HODL) Prospectus: https://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 https://twitter.com/FedGuy12
Joseph’s work https://fedguy.com/
Follow Julian Brigden on Twitter https://twitter.com/JulianMI2
Julian’s work https://t.co/qdroC4L86V
Follow Michael Howell on Twitter https://twitter.com/crossbordercap
Michael’s work https://www.crossbordercapital.com/
Follow Jonny Matthews on Twitter https://twitter.com/super_macro
Jonny’s work https://super-macro.com/
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_
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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.

The views or opinions expressed in the broadcasts are solely those of the individuals involved and do not necessarily represent those of INK Research and Canadian Insider.

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