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b'Today Jack welcomes two investors who have navigated the turbulent markets over the past two years very well: Porter Collins of Seawolf Capital and Harris \\u201cKuppy\\u201d Kupperman of Praetorian Capital and Kuppy\\u2019s Event Driven Monitor (KEDM). Kuppy explains why the Fed\\u2019s job is tough and will only get tougher if the price of oil surges once again. Porter and Kuppy tell Jack why they are very bullish on oil, coal, and uranium as an energy crisis threatens to tip the world into recession, and they discuss some individual companies that each of them thinks can benefit from this strange macro environment.\\n\\nLink to 4-week free trial for Kuppy\\u2019s Event Driven Monitor (KEDM): https://link.kedm.com/forward. Use special coupon code kedm1ref to get $1,000 off your first year\\u2019s subscription. NOTE: to get $1,000 off, you must use the link AND the coupon code.\\n--\\nFollow Harris \\u201cKuppy\\u201d Kupperman on Twitter: https://twitter.com/hkuppy\\nFollow Porter Collins on Twitter: https://twitter.com/Seawolfcap\\nFollow KEDM on Twitter: https://twitter.com/KEDM_COM\\nFollow Jack Farley on Twitter: https://twitter.com/JackFarley96\\nFollow Forward Guidance on Twitter: https://twitter.com/ForwardGuidance\\n\\nMore info about Praetorian Capital can be found here: https://www.pracap.com/\\nGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw\\nMarket commentary, charts, degen trade ideas, governance updates, token performance, can\\u2019t-miss-tweets and more. Subscribe to the Blockworks Research \\u201cDaily Debrief\\u201d Newsletter: https://rb.gy/feusos\\n--\\n(00:00) \\u201cKEDM promotion\\u201d\\n(00:51) Intro\\n(01:07) Overall Macro Thesis\\n(11:22) Is The Fed Still Behind The Curve?\\n(16:06) The Bull Case For Oil\\n(22:57) The Sovereign Bond Bubble Is Bursting\\n(30:28) "The Dollar\'s Strength Will Be Proven Wrong"\\n(35:06) Shorting Stocks In This Macro Environment\\n(40:16) Coal, Nuclear, Natural Gas, and Oil\\n(55:51) Outlooks on Risk Assets and Earnings Season\\n(1:02:41) A Market Crash\\n(1:04:37) Special Info About Kuppy\'s Event Driven Monitor (KEDM)\\n(1:11:19) \\u201cKEDM promotion\\u201d\\n(1:12:16) Outro\\n--\\nDisclosure: KEDM is a research partner of Forward Guidance. Blockworks receives a share of proceeds for each conversion to KEDM using discount code kedm1ref. For any questions, email info@kedm.com\\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.'