The Great Ponzi-fication Of Markets | Weekly Roundup

In this episode of Forward Guidance, Le Shrub joins Felix and other panelists to discuss macroeconomics, investment strategies, and market trends. Shrub outlines his "gag portfolio" strategy for navigating the "golden age of grift," emphasizing hedging against a weaker dollar and potential market shakeups. The conversation explores the implications of fiscal dominance, bond market dynamics, and the potential for yield curve control, with Tyler advocating for investments in crypto, particularly ETH, as a response to manipulated debt markets. The panel also discusses the potential impact of tariffs, central bank policies, and the growing influence of retail investors, as well as the risks associated with bonds and the potential for a deleveraging event. They touch on the increasing integration of private equity into 401(k)s and the potential for Bitcoin to evolve into a financial services platform.