BROADCASTS.com

This week we discuss the short bond trade, volatility and excessive hedging, and the election probabilities. We also delve into MicroStrategy\u2019s Bitcoin strategy, unrealized bond loss FUD, and much more. Enjoy!\n\u2014\nFollow Quinn: https://x.com/qthomp\nFollow Tyler: https://twitter.com/Tyler_Neville_\nFollow Felix: https://twitter.com/fejau_inc\nFollow Forward Guidance: https://twitter.com/ForwardGuidance\nForward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance\nFollow Blockworks: https://twitter.com/Blockworks_\n\u2014\nWeekly Roundup Charts: https://drive.google.com/file/d/1S9PUsLK1G_mqZxzYWrQ1tbEsrgTlecF7/view?usp=drive_link\n\u2014\nLedger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world\u2019s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER\u2122 device today and protect your assets with top-tier security technology.\nBuy now on Ledger.com.\n\u2014\nTimestamps:\n(00:00) Introduction\n(02:33) Path of Interest Rates\n(08:01) Is the Short Long Bond Trade Overdone?\n(10:46) Overdone Currency Moves\n(12:53) Implied Volatility vs Realized Volatility\n(16:48) The MOVE Index & Election Hedging\n(20:29) Election Probability Distribution\n(27:17) Ledger Ad\n(28:02) Yellen & Real Interest Rates\n(31:10) Inflation Resurgence\n(33:18) Global Coordination\n(36:01) Macro Trading vs Ideas & the Bond Trade\n(39:04) The Reality of a Trump Presidency\n(47:04) Bitcoin & MicroStrategy\n(52:19) Tesla & The Convert Market\n(55:56) Unrealized Bond Losses FUD\n\n\u2014\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.