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Forward Guidance is sponsored by VanEck.\nLearn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.\nVanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus.\n__\nFollow Alf on Twitter https://twitter.com/MacroAlf\nFollow VanEck on Twitter https://twitter.com/vaneck_us\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\n__\nTimestamps:\n(00:00) Introduction\n(00:24) Debt Service Ratio In U.S. Means Higher Interest Rates Haven't Caused Interest Expense To Skyrocket\n(02:37) The "Higher Interest Rates Are Stimulative" Argument Has Gone War Too Far\n(06:45) Outside Of The U.S., Higher Interest Rates Already HAVE Had A Big Effect\n(08:46) Private Debt, Not Public Debt, Is The Cause Of Most Modern Financial Crises\n(11:23) Eurozone Countries Can't Print Their Own Currency The Way A Monetary Sovereign Can\n(14:04) Is Government Deficit The Surplus Of The Private Sector?\n(21:43) VanEck ad\n(22:50) Making Money And Being Right Are Often Different Things\n(25:13) Is Private Sector Investment "Crowded Out" By Government Borrowing?\n(26:51) The Four Factors That Impact Interest Rate Sensitivity Of An Economy\n(29:53) U.S. Recession Risk Is Underpriced By Interest Rate Futures Market\n(32:28) If Nominal GDP Comes In Below Consensus, Stocks Could Rally (Rather Than Sell-off)\n(37:16) Macro Carry Strategies\n(42:52) The Case For A Bull Steepener (Short-Term Yields Fall More Than Long-Term Yields)\n(44:45) Weighing Probabilities Of Soft Landing vs. Recession vs. No Landing\n__\nDisclaimer: 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.