Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank
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Show Notes
Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/
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Follow Martin Pelletier on Twitter https://twitter.com/MPelletierCIO
Follow Joseph Wang on Twitter https://twitter.com/FedGuy12
Joseph’s latest on Cash-Futures Basis Trade: https://fedguy.com/levering-up/
Joseph’s latest on CBO: https://fedguy.com/sea-change/
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Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london
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Timestamps:
(00:00) Introduction
(10:25) VanEck Ad
(11:10) New York Community Bank $NYCB
(15:34) The Canadian Banking System
(22:05) Is Tech Forming A Stock Market Bubble?
(33:15) Cash-Futures Basis Trade In Treasury Market
(39:41) The Rise of Structured Products In Canada
(56:40) Energy Market
(01:03:00) Joseph's Views On Powell's 60 Minutes Interview
(01:07:40) Bank of Canada Could Cut Interest Rates By More Than The Fed Does In 2024
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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.