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The Biggest Market Crash Since 2020, What Next?
Manage episode 477001577 series 3300108
This week, we join the Empire podcast to discuss where markets go next from here. After the market sold off in reaction to the Trump tariffs, we deep dive into the bull vs bear case in 2025, Trump's end game, building the perfect portfolio, Coinbase vs Robinhood, is Bitcoin really a safe haven asset & more. Enjoy!
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Follow Jason: https://x.com/JasonYanowitz
Follow Empire: https://x.com/theempirepod
Follow Quinn: https://x.com/qthomp
Follow Felix: https://twitter.com/fejau_inc
Follow Santi: https://x.com/santiagoroel
--
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
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/permissionless-iv
—
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/
Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on https://Ledger.com.
—
Timestamps:
(00:00) Turning Bearish In 2025
(10:490 Ads (Ondo, Ledger)
(12:00) How Trump Spooked Markets
(15:46) The Trump & Bessent Playbook
(19:13) The Bull vs Bear Case In 2025
(27:57) Ads (Ondo, Ledger)
(29:07) How To Position Under Trump 2.0
(32:46) Will The Fed Step In?
(36:46) What We Learnt From SVB’s Collapse
(39:43) What’s Trump’s End Game
(44:31) Is Bitcoin A Safe Haven?
(47:24) Building A Crypto Portfolio
(01:01:01) Long vs Short Vol
(01:04:04) Coinbase & Crypto Equities
—
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before even thinking about, thinking about putting your money into these crazy markets.
489 episodes
Manage episode 477001577 series 3300108
This week, we join the Empire podcast to discuss where markets go next from here. After the market sold off in reaction to the Trump tariffs, we deep dive into the bull vs bear case in 2025, Trump's end game, building the perfect portfolio, Coinbase vs Robinhood, is Bitcoin really a safe haven asset & more. Enjoy!
—
Follow Jason: https://x.com/JasonYanowitz
Follow Empire: https://x.com/theempirepod
Follow Quinn: https://x.com/qthomp
Follow Felix: https://twitter.com/fejau_inc
Follow Santi: https://x.com/santiagoroel
--
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
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/permissionless-iv
—
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/
Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on https://Ledger.com.
—
Timestamps:
(00:00) Turning Bearish In 2025
(10:490 Ads (Ondo, Ledger)
(12:00) How Trump Spooked Markets
(15:46) The Trump & Bessent Playbook
(19:13) The Bull vs Bear Case In 2025
(27:57) Ads (Ondo, Ledger)
(29:07) How To Position Under Trump 2.0
(32:46) Will The Fed Step In?
(36:46) What We Learnt From SVB’s Collapse
(39:43) What’s Trump’s End Game
(44:31) Is Bitcoin A Safe Haven?
(47:24) Building A Crypto Portfolio
(01:01:01) Long vs Short Vol
(01:04:04) Coinbase & Crypto Equities
—
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before even thinking about, thinking about putting your money into these crazy markets.
489 episodes
All episodes
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