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Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
Skift Airline Weekly https://airlineweekly.skift.com/
Jay Shabat’s Railroad Weekly https://railroadweekly.substack.com/
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
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Timestamps:
(00:00) Introduction
(01:10) Railroads
(19:50) VanEck Ad
(20:30) Airlines
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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.
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
Follow Peter Boockvar on Twitter https://twitter.com/pboockvar
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
(00:48) Peter's Economic Worries: That Lower-End Consumers Are Already In A Recession
(12:26) VanEck Ad
(13:06) Interview Continues
(21:12) Is The AI Narrative That's Fueling The Stock Market Rally Real?
(48:07) Japan
(54:36) China
(01:09:19) 2024 U.S. Presidential Election
(01:11:42) Is The Boom In Private Credit & Private Equity Going To End Badly?
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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.
