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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/hodlprospectus/
__
Jack, Joseph Wang, and Mike Ippolito break down the January Fed meeting. Recorded shortly after the Powell press conference on January 31, 2024.
__
Follow Joseph: https://twitter.com/FedGuy12
Follow John Comiskey on Twitter https://twitter.com/Johncomiskey77
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_
Follow On The Margin: https://twitter.com/OnTheMarginPod
__
Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london
__
Timestamps:
(00:00) Introduction
(00:41) Joseph's View on Jan FOMC: "This Was A Hawkish Fed Conference"
(07:51) Joseph's View On Asset Prices
(10:04) Joseph's View on Rates
(20:52) Vaneck Ad
(21:37) The Plumbing Of How The Government & Fed Prints Money
(32:41) Treasury Issuance (QRA, Quarterly Refunding Announcement)
(39:01) Joseph's View on Fed's Quantitative Tightening (QT): Taper Could Likely Begin In Q4 2024
(44:57) Fed's Plan For Discount Window & End Of Bank Term Funding Program (BTFP)
(49:31) Joseph Wang: Fiscal Deficits Will Likely Continue To Fuel Bull Market In Risk Assets
(52:19) Concentration of Stock Market Rally
(01:00:12) Jack Puts On Tin Foil Hat Re: Fed Language & New York Community Bank (NYCB)
(01:02:44) Closing Thoughts: Plumbing People Are Not Always Bearish!!
__
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.
View all episodes
By Blockworks
4.5
237237 ratings
__
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/hodlprospectus/
__
Jack, Joseph Wang, and Mike Ippolito break down the January Fed meeting. Recorded shortly after the Powell press conference on January 31, 2024.
__
Follow Joseph: https://twitter.com/FedGuy12
Follow John Comiskey on Twitter https://twitter.com/Johncomiskey77
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_
Follow On The Margin: https://twitter.com/OnTheMarginPod
__
Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london
__
Timestamps:
(00:00) Introduction
(00:41) Joseph's View on Jan FOMC: "This Was A Hawkish Fed Conference"
(07:51) Joseph's View On Asset Prices
(10:04) Joseph's View on Rates
(20:52) Vaneck Ad
(21:37) The Plumbing Of How The Government & Fed Prints Money
(32:41) Treasury Issuance (QRA, Quarterly Refunding Announcement)
(39:01) Joseph's View on Fed's Quantitative Tightening (QT): Taper Could Likely Begin In Q4 2024
(44:57) Fed's Plan For Discount Window & End Of Bank Term Funding Program (BTFP)
(49:31) Joseph Wang: Fiscal Deficits Will Likely Continue To Fuel Bull Market In Risk Assets
(52:19) Concentration of Stock Market Rally
(01:00:12) Jack Puts On Tin Foil Hat Re: Fed Language & New York Community Bank (NYCB)
(01:02:44) Closing Thoughts: Plumbing People Are Not Always Bearish!!
__
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.
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