Episode Details
| Title | We’re Entering The Final Phase Of Fiscal Dominance | David Beckworth |
|---|---|
| Date | 7/16/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $STABLES - Stablecoins are expected to expand the dollar network, potentially increasing their adoption and importance in the global financial system.
- “I think stablecoins will actually expand that network. And and and and and as you know, network effects are very important. The more other people are using the dollar network, the more you'll use it.” - David (23:52)
- 🟢 $VOL - 🔒
- 🟢 $COMMOD - 🔒
- 🟢 $SHY - 🔒
Bearish:
- 🔻 $TLT - 🔒
- 🔻 $USD - 🔒