Episode Details
| Title | America Is Risking A Liz Truss Moment | Kevin Muir |
|---|---|
| Date | 5/21/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $FX_VOL - Expecting significant increases in foreign exchange volatility, potentially reaching levels not seen in many years.
- “And the one thing I think in terms of one of the trades I'm most excited about for the next year, it's foreign exchange volatility. I really think that we are about to experience some moves in foreign exchange like we've never seen before or not never seen before, but haven't seen in many, many years” - Kevin (36:41)
- 🟢 $ROW - 🔒
- 🟢 $BOND_VOL - 🔒
Bearish:
- 🔻 $CORP_CREDIT - 🔒
- 🔻 $PRIV_CREDIT - 🔒
- 🔻 $US_EQUITIES - 🔒
- 🔻 $USD - 🔒