Episode Details
| Title | Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk |
|---|---|
| Date | 9/3/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $GOLD - Ben is bullish on gold and has been invested in gold and gold mining companies for a long time, seeing it as an attractive asset in the current economic environment.
- “The other really interesting thing that's come out is obviously like the gold trade, you just can't ignore it. So I've been owning gold, gold mining company in the stock portfolio for a very long time now.” - Ben (53:17)
- 🟢 $PASSIVEFLOWS - 🔒
- 🟢 $MAG7 - 🔒
- 🟢 $NDX - 🔒
- 🟢 $CRYPTO - 🔒
Bearish:
- 🔻 $BONDS - 🔒