Episode Details
Title | The Market Leads The Economy—And It’s Heading Down | Weekly Roundup |
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Date | 2/28/2025 |
Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $OIL - Bullish on oil due to long-term supply issues and ongoing geopolitical tensions, which are expected to persist and impact the market.
- “There are long term problems for supply across the board. And at some point, also given geopolitical issues, which again we're seeing said this before we Russian made in Ukraine. We said this before, you know, the Israel and Gaza. Right? Like, these things are not going away.” - Cem (51:33)
- 🟢 $GOLD - 🔒
- 🟢 $BTC - 🔒
- 🟢 $STEEPENER - 🔒
Bearish:
- 🔻 $SPX - 🔒
- 🔻 $SMALLCAP - 🔒