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China's Liquidity Impulse, A Turning Point For Markets | Weekly Roundup
Manage episode 442302054 series 3300108
This week we discuss China’s economic stimulus, the resilience of the labor market, and the GDP/GDI revisions. We also delve into global liquidity & equity multiples, things to actually worry about in the future, and much more. Enjoy!
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Follow Quinn: https://x.com/qthomp
Follow Tyler: https://twitter.com/Tyler_Neville_
Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
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Weekly Roundup Charts: https://drive.google.com/file/d/13soXH2F5Zv1f3SvJO6Oj5D7d1gtdBFEJ/view?usp=drive_link
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Join us at Permissionless III Oct 9-11. Use code: FG10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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Timestamps:
(00:00) Introduction
(01:14) China & Economic Stimulus
(08:11) The World is Changing
(12:26) Oil Market
(15:45) Unpacking the Labor Market
(23:27) Permissionless Ad
(24:04) Interview Continues
(25:15) Central Bank Politics
(27:16) GDP & GDI
(32:26) Global Liquidity & Equity Multiples
(38:26) Things to be Worried About
(45:40) Main Takeaways
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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.
426 bölüm
Manage episode 442302054 series 3300108
This week we discuss China’s economic stimulus, the resilience of the labor market, and the GDP/GDI revisions. We also delve into global liquidity & equity multiples, things to actually worry about in the future, and much more. Enjoy!
—
Follow Quinn: https://x.com/qthomp
Follow Tyler: https://twitter.com/Tyler_Neville_
Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
—
Weekly Roundup Charts: https://drive.google.com/file/d/13soXH2F5Zv1f3SvJO6Oj5D7d1gtdBFEJ/view?usp=drive_link
—
Join us at Permissionless III Oct 9-11. Use code: FG10 for a 10% discount: https://blockworks.co/event/permissionless-iii
—
Timestamps:
(00:00) Introduction
(01:14) China & Economic Stimulus
(08:11) The World is Changing
(12:26) Oil Market
(15:45) Unpacking the Labor Market
(23:27) Permissionless Ad
(24:04) Interview Continues
(25:15) Central Bank Politics
(27:16) GDP & GDI
(32:26) Global Liquidity & Equity Multiples
(38:26) Things to be Worried About
(45:40) Main Takeaways
—
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.
426 bölüm
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