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This week we discuss the latest NFP report, the Treasury's Quarterly Refunding Announcement, and whether the Trump trade is unwinding. We also delve into the moves in yields, MicroStrategy, and much more. Enjoy!
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Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
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Weekly Roundup Charts: https://drive.google.com/file/d/1Z6tgjtMhnVnGc9PLqwxAMd3TB2Gmx0Qu/view?usp=sharing
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Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER device today and protect your assets with top-tier security technology.
Buy now on Ledger.com.
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Timestamps:
(00:00) Introduction
(01:47) NFP Report Takeaways
(14:50) Quant Corner
(24:31) Ledger Ad
(25:16) Is The Trump Trade Unwinding?
(37:31) QRA
(48:16) Microstrategy: The Big Long
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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.
In this episode, Cem Karsan joins the show to discuss the election’s impact on markets, the new era of populism, and the post-election volatility smash. We also delve into Trump’s impact on the Federal Reserve, the annual re-leveraging effect in markets, and much more. Enjoy!
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Follow Cem Karsan: https://x.com/jam_croissant
Follow Felix: https://x.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp
Follow Blockworks: https://twitter.com/Blockworks_
__
Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER device today and protect your assets with top-tier security technology.
Buy now on Ledger.com.
—
Timestamps:
(00:00) Introduction
(10:11) Pollster Miscalculations
(12:03) Societal Impact Of Election
(19:49) Secular Vs Cyclical Impact
(27:52) Ledger Ad
(28:37) How Will The Fed React?
(33:03) Money Printing & The Dollar
(35:38) Volatility & Market Structure
(43:39) The Re-leveraging Effect
(52:06) Market Outlook
(56:32) Learn More About Cem's Work
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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.
