Forward Guidance

Bearish Sentiment Is Overblown | Weekly Roundup


Listen Later

This week, we discuss the Trump trade shakeout, whether fear and volatility are presenting great buying opportunities, and the bond market after February’s NFP. We also delve into the outlook for the oil market, the subsectors Tony’s watching, destructive Bitcoin thinking and more. Enjoy!

Follow Tony: https://x.com/TgMacro

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

Weekly Roundup Charts: https://drive.google.com/file/d/1j8QLpaGApqV5sOpojjcRKCilxnOcrF7M/view?usp=sharing

Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125

Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE FG10 FOR 10% OFF general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

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

(02:43) Bitcoin and Crypto Market

(07:17) Equities and Recession Narratives

(14:14) Ledger Ad

(14:59) European Market Outlook

(18:59) Thoughts on Buying the Dip

(27:32) Ledger Ad

(28:18) Bond Market and NFP

(32:28) Oil Market Outlook

(37:51) Equity Subsectors

(40:10) Trading Strategies and Market Sentiment

(43:52) Crypto Market Advice

(48:45) Sectors that Will Lead Us Higher

(51:37) Maintaining Emotional Composure in Trading

(54:15) Learn More About Tony & Collab Plans



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.

...more
View all episodesView all episodes
Download on the App Store

Forward GuidanceBy Blockworks

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

236 ratings


More shows like Forward Guidance

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

579 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,060 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

919 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,428 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

910 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

366 Listeners

What Grinds My Gears by Blockworks

What Grinds My Gears

113 Listeners

Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

97 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

464 Listeners

Empire by Blockworks

Empire

168 Listeners

Supply Shock by Blockworks

Supply Shock

112 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

374 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

218 Listeners

Market Depth by Blockworks

Market Depth

22 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

50 Listeners

Bell Curve by Blockworks

Bell Curve

32 Listeners

0xResearch by Blockworks

0xResearch

16 Listeners

Macro Mondays by Andreas Steno Larsen

Macro Mondays

22 Listeners

Lightspeed by Blockworks

Lightspeed

23 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

351 Listeners

Expansion by Blockworks

Expansion

2 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

99 Listeners