Episode Details
| Title | The Unwinding Of The Global U.S Dollar Trade | Weekly Roundup |
|---|---|
| Date | 6/14/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $BOND - Highly confident in a long bond position, potentially due to expected changes in market dynamics or monetary policy.
- “I think one of the my highest conviction trade here is long bond short.” - Quinn (26:41)
- 🟢 $GLD - 🔒
- 🟢 $BTC - 🔒
- 🟢 $ARKK - 🔒
- 🟢 $NUCLEAR - 🔒
- 🟢 $CRYPTOAI - 🔒
- 🟢 $TREASURYBUYBACKS - 🔒
Bearish:
- 🔻 $HYG - 🔒