Artwork

Indhold leveret af Blockworks. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Blockworks eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Player FM - Podcast-app
Gå offline med appen Player FM !

The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman

51:52
 
Del
 

Manage episode 414567352 series 3300108
Indhold leveret af Blockworks. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Blockworks eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

This week Harris Kupperman returns to the show for a discussion on how he is thinking about markets in 2024. Expecting bonds to continue selling off, will equity markets crumble or continue to melt up as fiscal dominance takes the reigns?

Harris then shares his thoughts on some of the best opportunities he is seeing in markets such as oil, gold miners, uranium & more. Enjoy!

--

Forward Guidance is sponsored by VanEck.

Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.

VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus.

--

Follow Harris: https://twitter.com/hkuppy

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_

--

(00:00) Introduction

(01:14) Nobody's Ready For Higher Inflation

(02:59) Will The Fed Cut Rates In 2024?

(05:26) Gold

(09:25) Oil

(17:04) VanEck Ad

(18:07) The Uranium Trade

(30:37) Gaining Gold Exposure vs Owning The Miners

(37:06) The A.I Trade & Investing In Your Circle Of Competence

(39:59) Bitcoin

(42:58) The Bond Market Sell-Off Can Continue

--

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.

  continue reading

372 episoder

Artwork
iconDel
 
Manage episode 414567352 series 3300108
Indhold leveret af Blockworks. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Blockworks eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

This week Harris Kupperman returns to the show for a discussion on how he is thinking about markets in 2024. Expecting bonds to continue selling off, will equity markets crumble or continue to melt up as fiscal dominance takes the reigns?

Harris then shares his thoughts on some of the best opportunities he is seeing in markets such as oil, gold miners, uranium & more. Enjoy!

--

Forward Guidance is sponsored by VanEck.

Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.

VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus.

--

Follow Harris: https://twitter.com/hkuppy

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_

--

(00:00) Introduction

(01:14) Nobody's Ready For Higher Inflation

(02:59) Will The Fed Cut Rates In 2024?

(05:26) Gold

(09:25) Oil

(17:04) VanEck Ad

(18:07) The Uranium Trade

(30:37) Gaining Gold Exposure vs Owning The Miners

(37:06) The A.I Trade & Investing In Your Circle Of Competence

(39:59) Bitcoin

(42:58) The Bond Market Sell-Off Can Continue

--

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.

  continue reading

372 episoder

Alle episoder

×
 
Loading …

Velkommen til Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Hurtig referencevejledning