This week, we're fresh off the inaugural TG Macro Conference in Nashville, unpacking all the biggest takeaways ranging from commodity cycles, gold, miners, oil, rates, and market psychology. We also reflect on trading lessons, risk management, and why in-person macro communities matter more than ever. Enjoy!
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Timestamps:
(00:00) Intro
(01:42) Inaugural TG Macro Conference
(08:27) Demographics, Debt & Hard Lessons
(12:18) Oil, Commodities, Miners
(18:54) Gold, Energy & Commodity Cycles
(24:21) Rates, Bonds & Global Markets
(26:28) Ads (Coinbase)
(27:21) Warsh, Yields, Bull Markets
(33:09) Market Psychology & Bull Case For America
(41:08) Final Thoughts
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
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