Episode Details
| Title | The Fed’s New Mandate Is Financing The Deficit | Weekly Roundup |
|---|---|
| Date | 6/27/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $EQUITIES - Bullish on US equities due to ongoing stock buybacks, which are expected to continue removing a significant amount of money from the market annually.
- “I'll take the opposite side of that because I I just think like buybacks are gonna keep going no matter what. We're gonna Lockout, no? Well, yeah, you might get a brief, like, hiccup, but over the next six months, the the you just there's no stopping that. It's $1,400,000,000,000 getting taken out of the market every year.” - Tyler (10:15)
- 🟢 $GOLD - 🔒
- 🟢 $EM - 🔒
- 🟢 $AI - 🔒
Bearish:
- 🔻 $EQUITIES - 🔒
- 🔻 $USD - 🔒