Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)

Forward Guidance

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This is a recorded version of Jack’s macro panel at the 2024 Digital Asset Summit hosted by Blockworks, recorded in London on March 19, 2024. Macro analysts (and previous Forward Guidance guests) Joseph Wang of FedGuy.com, Michael Howell of CrossBorder Capital, Julian Brigden of Macro Intelligence 2 Partners, and Jonny Matthews of SuperMacro (ex-Brevan Howard) share their outlook on the global economy, stocks, bonds, currencies, and Bitcoin.

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Follow Joseph Wang on Twitter https://twitter.com/FedGuy12

Joseph’s work https://fedguy.com/

Follow Julian Brigden on Twitter https://twitter.com/JulianMI2

Julian’s work https://t.co/qdroC4L86V

Follow Michael Howell on Twitter https://twitter.com/crossbordercap

Michael’s work https://www.crossbordercapital.com/

Follow Jonny Matthews on Twitter https://twitter.com/super_macro

Jonny’s work https://super-macro.com/

Follow VanEck on Twitter https://twitter.com/vaneck_us

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

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Timestamps:

(00:00) Introduction

(00:18) Will Stocks Continue To Crush Bonds?

(07:24) U.S. Economy Continues To Outperform Rest Of World

(12:37) Financial Conditions Are Very Loose Despite Fed's Rapid Rise In Interest Rates

(17:52) VanEck Ad

(22:57) Michael Howell: Liquidity Is Continuing To Rise

(30:17) Interest Rates And The Dollar

(31:47) Views On Crypto

(38:33) Concluding Prediction On Stocks Bonds And Bitcoin

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.