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Timestamps:

(00:00) Introduction

(00:48) Peter's Economic Worries: That Lower-End Consumers Are Already In A Recession

(12:26) VanEck Ad

(13:06) Interview Continues

(21:12) Is The AI Narrative That's Fueling The Stock Market Rally Real?

(48:07) Japan

(54:36) China

(01:09:19) 2024 U.S. Presidential Election

(01:11:42) Is The Boom In Private Credit & Private Equity Going To End Badly?

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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.