In this episode, Jeff deGraaf joins the show to discuss the current market regime and why he thinks a recession is unlikely, how he is thinking about the different S&P sectors, and how foreign markets like Europe and China compare to the US. We also delve into the outlook for yields and monetary policy, credit spreads, gold, Bitcoin, and more. Enjoy!

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Timestamps:

(00:00) Introduction

(03:09) Market Cycle Clock Explained

(06:09) Deciphering the Market Regime

(10:13) Sector Performance and Predictions

(11:01) Ledger Ad

(11:46) Sector Performance and Predictions (Con't)

(19:04) Outlook for European and Chinese Markets

(24:30) Monetary Policy and Fixed Income Outlook

(32:48) Ledger Ad

(33:33) Monetary Policy and Fixed Income Outlook (Con't)

(34:35) Credit Spreads and Market Sentiment

(37:08) Gold and Bitcoin

(41:27) Highest Conviction Bet for 2025

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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.