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.

b'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.'