Рет қаралды 7,979
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at vaneck.com/MOATFG.
Follow Jack Farley on Twitter / jackfarley96
Follow Forward Guidance on Twitter / forwardguidance
Follow Blockworks on Twitter / blockworks_
__
Timestamps:
00:00 Introduction
00:46 Economic False Alarms Over Past 5 Years
05:44 The False Recession Signal of 2022
19:36 VanEck Ad
20:17 What Is The Cause Of So Much Economic Pessimism?
26:26 Are Sovereign Debt Levels A Threat To Economy?
39:56 Permissionless III Ad
40:54 AI And Labor Productivity
54:04 How To Prepare For Actual Material Economic Threats
01:00:52 What Are The False Signals Of 2024?
01:06:25 Geopolitical Risks
01:13:10 U.S. / China Tensions
01:17:22 Black Swan: Solar Flare
__
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.