Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China

Published: Feb. 26, 2024, 3:40 p.m.

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit\xa0https://vaneck.com/HODLFG\xa0to learn more.VanEck Bitcoin Trust (HODL) Prospectus:\xa0https://vaneck.com/hodlprospectus/\n__\nFollow Le Shrub on Twitter\xa0https://twitter.com/agnostoxxx\nFollow VanEck on Twitter\xa0https://twitter.com/vaneck_us\nFollow Jack Farley on Twitter\xa0https://twitter.com/JackFarley96\nFollow Forward Guidance on Twitter\xa0https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter\xa0https://twitter.com/Blockworks_\n__\nUse code FG10 to get 10% off Blockworks\u2019 Digital Asset Summit in March:\xa0https://blockworks.co/event/digital-asset-summit-2024-london\n__\n\nTimestamps:\n(00:00) Introduction\n(00:33) Shrub's Background In Shorting Credit During Great Financial Crisis\n(05:28) Short Credit Spreads Trade\n(08:43) Commercial Real Estate (CRE)\n(12:14) The Challenges of Shorting An Index\n(15:26) Have We Seen "Max Stupid" Yet?\n(23:58) VanEck Ad\n(21:08) Shrub's Short-Term Call That Stocks Will Correct Mildly\n(25:33) Why Shrub Thinks Stocks End Up On the Year\n(28:51) This Is Not 2000, This Is Not 2021, Argues Shrub\n(34:25) Shrub's Investing Approach: Value, Thematic, Coal, and Digimarc\n(40:40) Tesla and Google\n(51:02) Treasury Secretary Yellen Tamagotchi\n(52:12) Two Types of Inflation: Wealthflation and Plebflation\n(55:44) How Much Does Market Plumbing Matter?\n(01:01:29) Is U.S. Treasury Sterilizing QT?\n(01:07:05) Economic Outlook in U.S. And Europe\n(01:09:42) How Systemic Are Commercial Real Estate (CRE) Issues?\n(01:14:48) Banking & CLO Systems\n(01:17:57) Views on Fed's Interest Rate Policy\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.