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Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank

Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank

FromForward Guidance


Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank

FromForward Guidance

ratings:
Length:
71 minutes
Released:
Feb 12, 2024
Format:
Podcast episode

Description

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/
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Follow Martin Pelletier on Twitter https://twitter.com/MPelletierCIO
Follow Joseph Wang on Twitter https://twitter.com/FedGuy12
Joseph’s latest on Cash-Futures Basis Trade: https://fedguy.com/levering-up/
Joseph’s latest on CBO: https://fedguy.com/sea-change/
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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Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london
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Timestamps:
(00:00) Introduction
(10:25) VanEck Ad
(11:10) New York Community Bank $NYCB
(15:34) The Canadian Banking System
(22:05) Is Tech Forming A Stock Market Bubble?
(33:15) Cash-Futures Basis Trade In Treasury Market
(39:41) The Rise of Structured Products In Canada
(56:40) Energy Market
(01:03:00) Joseph's Views On Powell's 60 Minutes Interview
(01:07:40) Bank of Canada Could Cut Interest Rates By More Than The Fed Does In 2024

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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.
Released:
Feb 12, 2024
Format:
Podcast episode

Titles in the series (100)

The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.