This week Harris Kupperman returns to the show for a discussion on how he is thinking about markets in 2024. Expecting bonds to continue selling off, will equity markets crumble or continue to melt up as fiscal dominance takes the reigns?
Harris then shares his thoughts on some of the best opportunities he is seeing in markets such as oil, gold miners, uranium & more. Enjoy! -- Forward Guidance is sponsored by VanEck.
VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. -- Follow Harris: https://twitter.com/hkuppy 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 01:14 Nobody's Ready For Higher Inflation 02:59 Will The Fed Cut Rates In 2024? 05:26 Gold 09:25 Oil 17:04 VanEck Ad 18:07 The Uranium Trade 30:37 Gaining Gold Exposure vs Owning The Miners 37:06 The A.I Trade & Investing In Your Circle Of Competence 39:59 Bitcoin 42:58 The Bond Market Sell-Off Can Continue -- 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.
