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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Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-a...
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Timestamps:
00:00 Introduction
00:38 Stock Market Rally Has "Room To Go" But Tetot Is "Cautious" Around Nosebleed Valuations
06:11 Nvidia's Data Center Business Is Cyclical, Notes Tetot
07:53 AI Is A Bit Overhyped, Argues Tetot
18:47 The Business Cycle Is Still Digesting The Excess
21:29 VanEck Ad
22:14 The Fed's Balance Sheet
24:37 When Will The Fed Start To Cut Rates?
33:42 Crypto
38:57 Key Learnings From Last Crypto Cycle
47:35 Uranium
54:56 Remi's Long Idea On Homebuilders
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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.