Long Gold And Short Semis Into Year-End? | Weekly Roundup
Notas do episódio
Is the AI trade officially dead and where can investors hide while we wait and see?
This week, we’re joined by Tony Greer to unpack the semiconductor selloff and the trades taking shape into year end.
We also discuss gold’s resilience, a potential bond bottom, the Fed’s next move, and why homebuilders deserve attention. Enjoy!
TIMESTAMPS:
00:00 Tony Shows Up, Markets Fall Apart
04:29 Did The Midterms Break The Market?
07:48 The Trades Working Right Now
12:24 Fidelity, Blockworks MCP, DAS London
14:05 Is 2018 Happening Again?
17:38 The AI Bubble Starts Bursting
21:20 Can Gold And Bitcoin Survive?
24:53 Is A Liquidation Cascade Coming?
27:45 Fidelity, Blockworks MCP, DAS London
29:33 Can The Fed Really Hike?
32:12 The AI IPO Frenzy Unravels
37:34 The Best Trades Into Year-End
39:56 How To Trade A Moving Market
FOLLOW
› Tony – https://x.com/TgMacro
› TG Macro Conference – https://tgmacro.com/conference/
› Forward Guidance – https://x.com/ForwardGuidance
› Felix – https://x.com/fejau_inc
› Quinn – https://x.com/qthomp
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› Blockworks – https://x.com/Blockworks
SPONSORS
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TOOLS
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https://blockworks.com/insights/introducing-the-blockworks-mcp-our-data-your-agents
› Blockworks Unified API
https://blockworks.com/insights/introducing-the-blockworks-unified-api
› Blockworks Agentic Detection:
https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era
EVENTS
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DISCLAIMER
Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.