Artwork

Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

The Death Of American Exceptionalism? | Le Shrub

1:00:00
 
Share
 

Manage episode 473379127 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Le Shrub joins the show to discuss the end of American exceptionalism, overexposure to Mag7 and the US dollar, and European allocators moving away from the United States. We also delve into the era of geographic diversification, the detox period in the US to lower the 10-year and more. Enjoy!

__

Follow Le Shrub: https://x.com/agnostoxxx

Follow Felix: https://x.com/fejau_inc

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/+nSVVTQITWSdiYTIx

Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125

Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv

__

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 Ledger.com.

Timestamps:

(00:00) Introduction

(00:02) The End of American Exceptionalism

(03:28) Trump Policies and European Response

(08:45) China's DeepSeek Moment

(13:00) Ledger Ad

(13:45) US vs. Europe

(22:52) The Role of Hedge Funds and Pension Funds

(32:53) Ledger Ad

(33:37) The Role of Hedge Funds and Pension Funds (Con't)

(35:51) US Market Flexibility vs. European Rigidity

(37:07) Risks and Opportunities in Europe

(44:51) Trading the US Detox Period

(50:26) Bond Market vs Fiscal Policies

(58:09) Final Thoughts & 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.

  continue reading

504 episodes

Artwork
iconShare
 
Manage episode 473379127 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Le Shrub joins the show to discuss the end of American exceptionalism, overexposure to Mag7 and the US dollar, and European allocators moving away from the United States. We also delve into the era of geographic diversification, the detox period in the US to lower the 10-year and more. Enjoy!

__

Follow Le Shrub: https://x.com/agnostoxxx

Follow Felix: https://x.com/fejau_inc

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/+nSVVTQITWSdiYTIx

Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125

Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv

__

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 Ledger.com.

Timestamps:

(00:00) Introduction

(00:02) The End of American Exceptionalism

(03:28) Trump Policies and European Response

(08:45) China's DeepSeek Moment

(13:00) Ledger Ad

(13:45) US vs. Europe

(22:52) The Role of Hedge Funds and Pension Funds

(32:53) Ledger Ad

(33:37) The Role of Hedge Funds and Pension Funds (Con't)

(35:51) US Market Flexibility vs. European Rigidity

(37:07) Risks and Opportunities in Europe

(44:51) Trading the US Detox Period

(50:26) Bond Market vs Fiscal Policies

(58:09) Final Thoughts & 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.

  continue reading

504 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play