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Oil & Crypto Trader Jonah van Bourg: Altcoins Going to Zero, Bitcoin Bull Move Is Just Getting Started, and Oil Vol Is Overpriced

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Manage episode 425609899 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.

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.

Follow Jonah van Bourg on Twitter https://x.com/jvb_xyz

Follow 1000x podcast on Twitter https://x.com/1000xPod

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_

__

Timestamps:

(00:00) Introduction

(00:34) Jonah's Background At Lehman, Goldman, Vitol, and Cumberland

(04:18) Jonah on Crypto: "I'm So Bullish I Can't See Straight"

(06:18) Why Jonah Thinks Bitcoin Will Stay In A Range ("Proper Chop") Before Shooting Higher

(09:11) Jonah: Bitcoin Is Better At Conducting Large Scale Commodity Transactions Than Most Non-Reserve Fiat Currencies

(22:01) VanEck Ad

(28:20) Has Saudi Arabia Moved Off The Petrodollar?

(30:09) Is Mt. Gox Unlock of Bitcoin A Big Deal?

(34:25) Jonah on The Real Reason Crypto Is Going Down: "Most Altcoins Are Worthless": You "Shitcoin of Choice" Is Probably Dead

(45:19) The Rise of Stablecoins

(48:26) The "AI" Crypto Coins

(50:40) Jonah on Oil: There's A Lot Of Spare Capacity, Hard To See A Big Move Higher

(58:09) The Best Trade of 2024 In Oil Has Been Selling Options

(01:06:34) Why Jonah Is Bullish Distillates

(01:10:15) Jonah on Oil Refineries

(01:13:34) Natural Gas

(01:20:25) Uranium and Gold

(01:22:58) Fiat Debasement 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

  continue reading

427 episoder

Artwork
iconDel
 
Manage episode 425609899 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.

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.

Follow Jonah van Bourg on Twitter https://x.com/jvb_xyz

Follow 1000x podcast on Twitter https://x.com/1000xPod

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_

__

Timestamps:

(00:00) Introduction

(00:34) Jonah's Background At Lehman, Goldman, Vitol, and Cumberland

(04:18) Jonah on Crypto: "I'm So Bullish I Can't See Straight"

(06:18) Why Jonah Thinks Bitcoin Will Stay In A Range ("Proper Chop") Before Shooting Higher

(09:11) Jonah: Bitcoin Is Better At Conducting Large Scale Commodity Transactions Than Most Non-Reserve Fiat Currencies

(22:01) VanEck Ad

(28:20) Has Saudi Arabia Moved Off The Petrodollar?

(30:09) Is Mt. Gox Unlock of Bitcoin A Big Deal?

(34:25) Jonah on The Real Reason Crypto Is Going Down: "Most Altcoins Are Worthless": You "Shitcoin of Choice" Is Probably Dead

(45:19) The Rise of Stablecoins

(48:26) The "AI" Crypto Coins

(50:40) Jonah on Oil: There's A Lot Of Spare Capacity, Hard To See A Big Move Higher

(58:09) The Best Trade of 2024 In Oil Has Been Selling Options

(01:06:34) Why Jonah Is Bullish Distillates

(01:10:15) Jonah on Oil Refineries

(01:13:34) Natural Gas

(01:20:25) Uranium and Gold

(01:22:58) Fiat Debasement 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

  continue reading

427 episoder

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