Episode Details
| Title | Trump Vs The Fed: The Battle Over Rates, Growth, & Inflation | Weekly Roundup |
|---|---|
| Date | 1/24/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $DISPERSION - Dispersion strategies are seen as a key opportunity in the current market environment, offering significant potential for returns.
- “So it's requiring more work and it's not as easy, I don't think, as as the last 2 years were, but, lots of opportunity, I think, gonna be out there and dispersion. You know, dispersion to me is just the name of the game right now.” - Quinn (18:18)
- 🟢 $MANUF - 🔒
- 🟢 $ENERGY - 🔒
Bearish:
- 🔻 $SPY - 🔒
- 🔻 $BTC - 🔒
- 🔻 $BONDYIELDS - 🔒