Episode Details
| Title | There Will Be No Recession | Jonny Mathews |
|---|---|
| Date | 9/5/2024 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $GBP - Johnny is bullish on the British pound, citing the UK's stable political situation among G7 countries as a key factor.
- “I am long Sterling, And I do think that sterling it's you know, as a country now, the UK almost certainly has the most stable political situation in the g 7.” - Johnny (43:04)
- 🟢 $UKMINING - 🔒
Bearish:
- 🔻 $SOFR - 🔒
- 🔻 $TREASURIES - 🔒
- 🔻 $CHINAGROWTH - 🔒