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b'Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.\\n\\nFollow Citrini on Twitter https://x.com/Citrini7\\nFollow Citrini on Substack https://www.citriniresearch.com/\\nCitrini 1-Year Anniversary Piece: https://www.citriniresearch.com/p/citrindex-one-year-anniversary\\nCitrini, \\u201cElection 2024: Investment Implications & Preparations\\u201d: https://www.citriniresearch.com/p/election-2024-investment-implications\\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__\\n\\nTimestamps:\\n(00:00) Introduction\\n(00:20) How Citrini Is Thinking About Markets Right Now\\n(07:21) Just How Narrow Is The AI Bull Market?\\n(20:04) VanEck Ad\\n(20:44) Election 2024: Investment Implications & Preparations\\n(26:18) Fannie Mae and Glass Producers\\n(28:34) Onshoring vs. Nearshoring Stocks\\n(29:48) Trump Election Would Cause Epic 2s10s Steepeners\\n(33:41) Deficits Under Biden, Deficits Under Trump\\n(37:07) Trump\'s Aggressive Tax Policy (TCJA Tax Cuts To Expire In 2025)\\n(40:13) China\\n(46:32) Trump on Crypto\\n(48:15) Would The S&P 500 Perform Better Under Biden or Trump, and Why?\\n(54:12) Tarriff Basket\\n(56:05) Tarriffs on Chinese Electric Vehicles (EVs)\\n(58:31) Citrini on Tesla as an AI Company And As A Robotaxi Company\\n(01:01:40) The Hottest New Coding Language Is English\\n(01:06:21) Why Software and Saas Stocks Have Underperformed\\n(01:09:32) Margin Of Safety Has Been Extraordinarily Diminished\\n(01:12:43) What Are The Odds That The Top Is In For AI Stocks?\\n(01:19:03) China\'s AI Stocks\\n(01:34:54) Hedging For A Recession Is Pretty Straightforward Right Now\\n(01:37:18) Hedging Via The VIX\\n(01:42:34) Citrini: "I Think I\'m Underweight Nvidia Relative to the S&P 500"\\n\\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.'