Stocks (And Bitcoin) Poised To Outperform Bonds In 2024

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

Рет қаралды 36,986

Күн бұрын

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit vaneck.com/HODLFG to learn more.
VanEck Bitcoin Trust (HODL) Prospectus: vaneck.com/hodlprospectus/
__
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.
__
Follow Joseph Wang on Twitter / fedguy12
Joseph’s work fedguy.com/
Follow Julian Brigden on Twitter / julianmi2
Julian’s work t.co/qdroC4L86V
Follow Michael Howell on Twitter / crossbordercap
Michael’s work www.crossbordercapital.com/
Follow Jonny Matthews on Twitter / super_macro
Jonny’s work super-macro.com/
Follow VanEck on Twitter / vaneck_us
Follow Jack Farley on Twitter / jackfarley96
Follow Forward Guidance on Twitter / forwardguidance
Follow Blockworks on Twitter / blockworks_
__
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
__
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.

Пікірлер: 96

@BlockworksHQ 2 ай бұрын

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit vaneck.com/HODLFG to learn more.

@georgelien 2 ай бұрын

“They are going to cut” 😂 But they can also delay “the cut” , people

@TitaAnderson Ай бұрын

Recently bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios in the last 3rd half of 2023 with markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?

@marlisamirabal Ай бұрын

Just ''buy the dip'' man. In the long term it will payoff. High interest rates usually mean lower stock prices, however investors should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder

@Cammimullens Ай бұрын

The truth is that this is really not as difficult as many people presume it to be. It requires a certain level of diligence, no doubt, which is something ordinary investors lack, and so a financial advisor often comes in very handy. My friend just pulled in more than $84k last month alone from his investment with his advisor. That is how people are able to make such huge profits in the market

@softy-bf5eg Ай бұрын

nice! once you hit a big milestone, the next comes easier.. who is your advisor please, if you don't mind me asking?

@Cammimullens Ай бұрын

ANGELA LYNN SCHILLING' is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.

@softy-bf5eg Ай бұрын

Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.

@tatianastarcic Ай бұрын

My portfolio for the past 30 years has always been self managed and I own 3 shares of Berkshire Hathaway Class A stock (BRK:A) which I bought in at about $17,000 during the mid 90s, I’m currently liquidating some of these positions to incoporate new Gen. Stocks, but am I better off re-investing into Gold as it seems stocks are a little too unstable right now.

@anwensofia Ай бұрын

Just buy Gold and protect your assets, the stock market is a rollercoaster.

@darnellcapriccioso Ай бұрын

The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds.

@richardhudson1243 Ай бұрын

How do I reach out to a financial advisor, my portfolio has been struggling since 2022 and I’ve been holding on by the skin of my teeth.

@darnellcapriccioso Ай бұрын

I work with Tenley Megan Amerson, a licensed fiduciary. Simply look up the name. The information you need to work with a letter to schedule an appointment would be included.

@maiadazz Ай бұрын

Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.

@BrianFrenchinternet-marketing 2 ай бұрын

great job... not easy to organize a live presentation with 4 speakers.

@kikolatulipe 2 ай бұрын

Everyone despise money printing but everyone love the stock bubble :-)

@ocavant Ай бұрын

Yeah, what a bunch of hypocrites!😂

@tqbrowne 2 ай бұрын

Great presentation. I'm astounded at the degree of agreement among the contributors to the panel.

@philipvjones397 2 ай бұрын

Brigden wants to go long gold, silver, platinum and short usd. That's basically a 100% correlated trade. What is the point of taking 4 positions to express one thesis i.e. USD weakness?

@sewnsew6770 2 ай бұрын

All of the panelists are in the rich group of the bifurcated economy But the bottom 80 percent are being crushed It’s a tale of two cities The best of times and the worst of times

@pettersbrevlada Ай бұрын

All star panel. Thank you.

@88peyote 2 ай бұрын

Amazing discussion!!!

@jingmu1289 2 ай бұрын

Great episode! Thank you!

@tropicalbreeze-hh3sh 2 ай бұрын

Great video, thank you sir

@annL5251 2 ай бұрын

Great show Jack

@greggcal4583 2 ай бұрын

Really enjoyable and informative.

@roderikvanrinsum2968 Ай бұрын

Michael Howell lightyears ahead of everybody else. Imagine seriously still believing in the incompetence hypothesis in this day and age.

@mattanderson6672 2 ай бұрын

Thanks guys

@bmwabbitnator 2 ай бұрын

All star cast, great stuff

@BatmanBoss 2 ай бұрын

Thanks guys! Great panel 👍

@vegansheldon4087 2 ай бұрын

Why is there no picture?

@conduit242 2 ай бұрын

Jack is much taller than I thought 😮

@CommodoreSchmock Ай бұрын

People don't realise that the best antidote to inflation is an intelligent taxation regime

@mfer134 2 ай бұрын

Julian at the Digital Asset Summit. lolol. . .

@vinz300000 2 ай бұрын

😂😂😂Ahahah Indeed! I think they just called him because he lives down the road

@sagitta4291 2 ай бұрын

Joseph doing the money printing meme gesture was the highlight of the video lmao

@ocavant Ай бұрын

While they “could” outlaw it how would they get ahold of self custodial holdings? Don’t think that would happen, but never say never.

@fluffyclucks7320 2 ай бұрын

Sounds like a concensus on a permanently high plateau scenario!

@justinwiedeman5017 Ай бұрын

Bitcoin has significant negative cash flow. Address that?

@TheR700cancer 2 ай бұрын

There is a podcast from the 21 of july 2021 were julian bridge literally says he didn't expect higher yields. Yet here he speaks like if he called the inflation/high yields before it happened no problem! He should take responsibility for making mistaken predictions like everyone makes

@twscho5041 2 ай бұрын

These stuffed shirts might not want the Orange Man but they will be getting him! Trump 2024!

@thesolitaryadventurer 2 ай бұрын

This cycle I'm listening more to the contrary voices than the cheerleaders.

@heathmulholland1228 2 ай бұрын

Clear consensus is bearish bonds, interesting. Consensus is often always wrong.

@free-qe6wx 2 ай бұрын

Who cares if stocks/BTC outperform bonds. That should always be the case. I want to know if stocks/BTC will outperform inflation. Going back to late 2021/early 2022, SPY and BTC has gotten smoked vs inflation.

@tck7394 21 күн бұрын

Julian and Jonny's assessment is only correct for a tiny slither of the US economy. They are completely wrong overall because the vast majority do no have spare cash to invest in equities. etc and are being decimated. Michael's understanding and perception on macro is incredibly deep, vast and applies world wide not to the grotesquely enriched slither.

@basschalice 2 ай бұрын

sounds like a bullish signal for bonds

@mariocabella5476 2 ай бұрын

Dollar is not going weaker in relative terms because: 1-All CB are desperate to cut and the ECB on the front seat. 2-Financial situation in Europe and EM is worse than in US 3-GDP across the world is worse than US 4-Productivity impulsed by tech is much better in the US. 5-Deglobalization will make the dollar stronger. Dollar still the best fiat.

@just.for.the.downshifts 2 ай бұрын

Close your eyes and pick any stock and that would perform bonds isn’t it? Lol

@user-eb3pi4tv9k 2 ай бұрын

Market is so on a narrowly led blow off top when it goes it will be 1999/2007/2022 bad. Julien crashed his hedge fund with a yen bet years ago so I ll swerve his advice.

@anonmon6236 2 ай бұрын

honestly stay clear of all of them,

@jphone9200 2 ай бұрын

Fed likes to make and pop bubbles

@sewnsew6770 2 ай бұрын

Pump me up

@DesmondMiles333 2 ай бұрын

Imagine if bonds turned out to be the safest asset and we end up with a deflationary spiral.

@ryanbaileyboxing 2 ай бұрын

No shit. Everything outperforms bonds 😂

@RogerYeahmon 2 ай бұрын

except everything that doesn't

@cryptoengineer9930 2 ай бұрын

Interesting conversation on finance's, surprised how little they know about bitcoin. A shock is coning.

@BourgeoisRaser 2 ай бұрын

Trust me as i cannot even write properly

@nonexistent5030 2 ай бұрын

Not a single fixed-income bull? Unfortunate. Would like to see a more balanced discussion that left more room for nuance.

@nonexistent5030 2 ай бұрын

Guess when you live in an echo chamber you're going to see consensus and group think...

@anonmon6236 2 ай бұрын

crypto isn't fungible, won't be hard to mess with it

@drewstancill1767 2 ай бұрын

🙄

@anonmon6236 2 ай бұрын

@@drewstancill1767 ever hear of tainted bitcoin?

@edreeves121 2 ай бұрын

Bitcoin idiocy is astonishing.

@Twilight_Charger 2 ай бұрын

Was the 1st guy referring to US Government bonds when he said they were not safe? Is he delusional?

@BlockworksHQ 2 ай бұрын

he was NOT referring to their credit risk but their inflation risk / interest rate risk.

@WilliamsTheodore-tm5nb 2 ай бұрын

I usually look up your videos for updates! Our government has no idea how people are suffering these days. I feel for people with disabilities not getting the help they deserve. Thank you mrs Juana Ambrose, imagine investing $12,000 and received $305,500.

@RichardThomas-vx5ch 2 ай бұрын

You're correct!! I make a lot of money without relying on the government. Investing in stocks and digital currencies is beneficial at this moment.

@Santosdiago-wv6wc 2 ай бұрын

She must be really dedicated and well trusted for people to talk much good about

@CharlesAnthonyLucas 2 ай бұрын

The fact that I got to learn and earn from her program is everything to me think about it, it's a win-win for both ways.

@JamesMatthew-ll8eq 2 ай бұрын

Wow. I'm a bit perplexed seeing mrs Juana Ambrose. name been mentioned here also. Didn't know she has been good to so many people.

@HarveyVictorCyrus 2 ай бұрын

I'm new to this and have heard that now is an excellent time to buy. However, I currently have cash sitting in my bank account that I would really like to put to good use because inflation is at an all-time high. Who is this coach that you mention, and how do i reach her

@justinwiedeman5017 Ай бұрын

Not impressed.

@Dandy852 2 ай бұрын

What a waste of time.

@BlockworksHQ 2 ай бұрын

...find me four macro minds who have navigated this cycle better. do you just want doomers predicting a recession and continuing to be wrong for 3 years?

@D5MDJM7738 2 ай бұрын

@@BlockworksHQ yes please

@nonexistent5030 2 ай бұрын

@@BlockworksHQ I think what would make for more entertaining AND informative content is macro minds who DISAGREED with each other. If 4 people have the same view and are lucky enough for that view to play out accurately, that says nothing about what will happen going forward. What would be more interesting is a discussion between 4 conflicting views that were not so fully convicted in their views and willing to hear each other out