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fejau
Shitposts, macro, crypto. Host of podcast & newsletter @forwardguidance
Perhaps making macro mainstream was a mistake
5.8. klo 00.45
Hung out with a friend yesterday who is looking to buy right now.
Said once Powell is out and Fed lowers rates to zero, mortgage rates will be ~3% again and home prices will go up 20% or more.
Wants to buy not one but multiple properties to ride this expected wave.
37,56K
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3.8. klo 23.42
NEW @GwartyGwart: Hypergamble Your Way To Wealth w/ @fejau_inc
"We've lost price discovery. Nothing really is true anymore. That's why hyper gambling has become almost rational."
• Fiscal dominance replacing monetary policy
• Bitcoin at ATH despite 5% interest rates
• US running 7% GDP deficit during full employment
48,35K
fejau kirjasi uudelleen
NEW @GwartyGwart: Hypergamble Your Way To Wealth w/ @fejau_inc
"We've lost price discovery. Nothing really is true anymore. That's why hyper gambling has become almost rational."
• Fiscal dominance replacing monetary policy
• Bitcoin at ATH despite 5% interest rates
• US running 7% GDP deficit during full employment
70,54K
Recorded this morning! Have a good weekend everybody
2.8. klo 04.55
New episode is out now! @fejau_inc @Tyler_Neville_ @qthomp
We discuss:
- The macro super bowl (FOMC, GDP, QRA etc)
- AI capex is the economy
- Are we in stagflation?
- Will market euphoria fade in August?
- Strategy's Q2 earnings & more!
Links Below ↓
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