Be Careful Buying The Dip Here | Weekly Roundup
Episode publishedPodcast: Forward GuidanceForward Guidance
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Crypto's premier institutional conference is returning to New York on March. We're hosting one of the world's best crypto conferences for institutional and professionals alike. It's gonna be a ton of fun. I'm gonna be there hosting a variety of different panels. I'll be doing a fireside chat with Mohammed El Erian, a different macro panel with Jim Bianco and Joseph Wang. And we're also gonna be doing a live Ford guidance round up there where myself, Tyler, and Quinn will be chopping it up live for the guys' Emporium. So make sure to get your tickets. It's gonna sell out quick. I know it. It's
Not much, man. Pumped for, pumped to see you in person next week. We're doing it live.
Pumped for DaaS. Yeah. Digital Asset Summit next week. Don't mess around. It's coming up quick. It's gonna be a ton of fun. If you don't have a ticket, you should get a ticket. And not only that, but you'll be able to see us live, chopping it up for the roundup, and then also a lot of really great panels. So, you know, we got Mohammed El Erian. So for those that caught the interview last week of him and I, it was a really great one. We're gonna be doing it live again in person on the main stage. It's gonna be really great. We got the legend himself, Michael Sailor, coming. Whole lot of huge gu
keep the markets stocked to a minimum there, hopefully.
Yeah. Yeah. Don't don't just ask us what to buy because we don't know either because it changes for every five minutes these days. Yeah.
Truly. Truly does. No.
We do have a good idea. And, yeah, I'm I'm so for this episode just to, you know, kinda catch up, you know, throw some ideas at each other, see what's going on. There's a lot there's a lot of moving parts right now to say the very least. But, the big one is that we got the inflation print today. We're recording this on Wednesday because I'm actually out Thursday, Friday before heading to DAS. So bit of an early one this week. But, yeah, it was a it's an interesting one. I'm gonna pull up a couple charts. So, you know, the big theme for this inflation print was last month, just like every Janua
I think it's the same idea from September that investors basically, when inflation comes down, it's lag data. It means the Fed is closer to being able to accommodate, and that is pro growth and or pro inflation. And similar to how it threw everybody off in September when the Fed cut and the bond market the yields bottomed and the dollar bottomed, I think that's the same mechanism that you're seeing work through. And people basically saying, okay, I guess inflation is coming down. The Fed can cut a bit more and support growth a bit more. I think it's funny though because pretty sure since Trump
Yeah. I wonder how how they're feeling about that because that's a, yeah, that's a big cut to equities. Like, to your point, you know, the Dixie's down 5%, and the S and P five hundred is down 9.4%. Just a complete reversal. And we've been hearing more and more that the the goal of this is to they want a lower ten year yield. And they got some of that, but that's a pretty expensive cost of doing business. You know? If you're just trying to cut equity to try to get a bond rally, doesn't seem to really work in too far. And in that same yeah. I'm trying to also figure out, like, what also caused
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