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 highly bullish on gold and gold mining companies, citing their stellar performance in his portfolio.
- “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. It's been a massive stellar performer.” - Ben (53:17)
- 🟢 $PASSIVEFLOWS - 🔒
- 🟢 $TECH - 🔒
- 🟢 $NDX - 🔒
- 🟢 $CRYPTO - 🔒
- 🟢 $MAG7 - 🔒
Bearish:
- 🔻 $BONDS - 🔒