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!
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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
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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.
