Daniel Neilson, economist and author of “Minksy” and the Soon Parted newsletter, returns to Forward Guidance to update Jack on the European Central Bank’s efforts to control inflation by raising interest rates to the highest level in over a decade. Neilson also shares his views on how the rapid appreciation of the U.S. dollar is creating financial instability around the world, and why the Federal Reserve might need to extend support to other central banks. Neilson's article "Dear Dollar" can be found here: https://www.soonparted.co/p/dear-dollar Follow Daniel Neilson on Twitter https://twitter.com/dhneilson Follow Jack Farley on Twitter https://rb.gy/uesguv Follow Forward Guidance on Twitter https://rb.gy/cy0dki Follow Blockworks on Twitter https://rb.gy/igyzsj ___ Link to 4-week free trial for Kuppy’s Event Driven Monitor (KEDM): https://link.kedm.com/forward. Use special coupon code kedm1ref to get $1,000 off your first year’s subscription. NOTE: to get $1,000 off, you must use the link AND the coupon code. ___ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos Find out more about the Blockworks video editor role here: https://blockworks.co/careers/ __ 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. ... https://www.youtube.com/watch?v=rZz_bVxiiuc

Felix Zulauf, renowned macro investor and CEO of Zulauf Consulting, returns to Forward Guidance to apply his framework for understanding markets to make several big calls for 2024 and beyond. Zulauf expects the rally in stocks and bonds to continue to Q1 2024, but then he argues both will struggle as the liquidity cycle enters its final phase. FIlmed on December 5, 2023. More info about Zulauf Consulting can be found here: www.felixzulauf.com Felix Zulauf is the Founder and CEO of Zulauf Consulting, a boutique research and consulting firm that offers investment advisory services to institutional investors and family offices. Felix has over 40 years of experience in financial markets and asset management and has served as a member of the Barron’s Roundtable for 30 years. He started as a trader with Swiss Bank Corporation in the early 1970’s and received training in research and portfolio management thereafter with several investment banks in New York, Zurich, and Paris. Mr. Zulauf joined UBS in 1977 as a Portfolio Manager of global mutual funds and became Global Strategist of UBS in 1982 and the head of the institutional portfolio management group in 1986. Felix served as a member of the Executive Board of Clariden Bank from 1988-1990 and founded Zulauf Asset Management AG in 1990, a Swiss-based asset management company. Mr. Zulauf sold the majority of the firm and spun off a Family Office in 2009. __ MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. MetaMask Portfolio provides a secure and convenient way to perform common tasks such as Buy, Sell, Swap, Bridge, and Stake. Try MetaMask Portfolio: https://metamask.io/portfolio/?utm_source=blockworks&utm_medium=podcast&utm_campai[…]_Podcast_ForwardGuidance&utm_content=pDapp_podcast_FG_shownotes __ 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_ __ Use code FG20 to get 20% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london __ Timestamps: 00:00 Introduction 00:13 Counter-Trend Rally In Bonds May Continue, But The Bond Bear Market Likely Isn't Over 12:47 Magnificent 7 Stocks Are "Excessively Overpriced 29:31 Transition To Bear Market 35:25 Has U.S Economy Dodged A Recession? 37:23 Some Economic Statistics Could Not Be Accurate To Reality 40:27 Will Inflation Reaccelerate 42:01 Geopolitical Risk Is Not Being Taken Seriously By The Market 46:07 U.S.-China Relations 50:34 Waiting On China's Economic Recovery 53:53 Will Bull Market In Japanese Stocks Continue? 56:34 Tactical Bullish View On U.S. Dollar Relative To Some Other Currencies __ 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. ... https://www.youtube.com/watch?v=kR6kPfHPdBg