China Trade Deal Doesn't Change Where We're Headed | Luke Gromen скачать в хорошем качестве

China Trade Deal Doesn't Change Where We're Headed | Luke Gromen

In this episode, Luke Gromen joins the show to discuss the trade agreement with China, why the U.S. can’t afford real interest rates, and how the bond market—not policymakers—is now setting the rules. We also explore the hidden costs of decoupling from China, the inevitability of dollar devaluation, why any attempt at fiscal austerity is doomed, and more. Enjoy! __ Follow Luke: https://x.com/LukeGromen Follow Felix: https://x.com/fejau_inc Follow Forward Guidance:   / forwardguidance   Follow Blockworks:   / blockworks_   Forward Guidance Newsletter: https://blockworks.co/newsletter/forw... Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx — Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissio... __ Blockdaemon is the gateway to the decentralized economy, securing over $110B in digital assets for 400+ institutions with blockchain nodes, APIs, MPC wallets and vaults, and staking solutions. Learn more: www.blockdaemon.com Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=bl... Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. At Ondo, we design institutional-grade platforms, assets, and infrastructure to bring financial markets onchain. We believe that combining the best of TradFi with the best of DeFi will dramatically improve our financial system—making it fairer, faster, and more accessible to all. Learn more about how Ondo is bringing capital markets onchain at https://ondo.finance/ — Timestamps: 00:00 Introduction 01:38 China Trade Deal 08:09 Balance of Trade IS Currencies 10:45 Ads (Blockdaemon, Arkham, Ondo) 12:08 Gold, Yuan & USD 15:36 China Market & Competitive Edge 20:06 Global Bifurcation 24:51 Southeast Asia & Industrial Policy 29:23 Ads (Blockdaemon, Arkham, Ondo) 31:23 US Fiscal Endgame 35:56 Treasury Tools 41:06 Why Issue Any Long Duration? 43:40 The Fed’s Next Move 45:38 Austerity Risk 51:06 The Trend Hasn’t Changed __ 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.