Forward Guidance

Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank


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Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/

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Follow Martin Pelletier on Twitter https://twitter.com/MPelletierCIO

Follow Joseph Wang on Twitter https://twitter.com/FedGuy12

Joseph’s latest on Cash-Futures Basis Trade: https://fedguy.com/levering-up/

Joseph’s latest on CBO: https://fedguy.com/sea-change/

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_

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Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london

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Timestamps:

(00:00) Introduction

(10:25) VanEck Ad

(11:10) New York Community Bank $NYCB

(15:34) The Canadian Banking System

(22:05) Is Tech Forming A Stock Market Bubble?

(33:15) Cash-Futures Basis Trade In Treasury Market

(39:41) The Rise of Structured Products In Canada

(56:40) Energy Market

(01:03:00) Joseph's Views On Powell's 60 Minutes Interview

(01:07:40) Bank of Canada Could Cut Interest Rates By More Than The Fed Does In 2024


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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.

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