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Timestamps:
00:00 Introduction
00:48 Peter's Economic Worries: That LowerEnd Consumers Are Already In A Recession
12:26 VanEck Ad
13:06 Interview Continues
21:12 Is The AI Narrative That's Fueling The Stock Market Rally Real?
48:07 Japan
54:36 China
01:09:19 2024 U.S. Presidential Election
01:11:42 Is The Boom In Private Credit & Private Equity Going To End Badly?

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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.