Episode Details
| Title | Markets Haven’t Priced In The End of Fiscal Tailwinds | Andy Constan |
|---|---|
| Date | 8/6/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $USDOLLAR - Bullish outlook on the US dollar, contrasted with bearish views on gold and Bitcoin.
- “I'm bullish the dollar and I'm bearish gold right now. I would say I'm bearish Bitcoin, but I don't have, I don't take positions in Bitcoin yet.” - Andy (55:54)
- 🟢 $SHORTTERMRATES - 🔒
Bearish:
- 🔻 $GOLD - 🔒
- 🔻 $EQUITIES - 🔒
- 🔻 $USDOLLAR - 🔒
- 🔻 $STABLES - 🔒