Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China

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Timestamps:
(00:00) Introduction
(00:33) Shrub's Background In Shorting Credit During Great Financial Crisis
(05:28) Short Credit Spreads Trade
(08:43) Commercial Real Estate (CRE)
(12:14) The Challenges of Shorting An Index
(15:26) Have We Seen "Max Stupid" Yet?
(23:58) VanEck Ad
(21:08) Shrub's Short-Term Call That Stocks Will Correct Mildly
(25:33) Why Shrub Thinks Stocks End Up On the Year
(28:51) This Is Not 2000, This Is Not 2021, Argues Shrub
(34:25) Shrub's Investing Approach: Value, Thematic, Coal, and Digimarc
(40:40) Tesla and Google
(51:02) Treasury Secretary Yellen Tamagotchi
(52:12) Two Types of Inflation: Wealthflation and Plebflation
(55:44) How Much Does Market Plumbing Matter?
(01:01:29) Is U.S. Treasury Sterilizing QT?
(01:07:05) Economic Outlook in U.S. And Europe
(01:09:42) How Systemic Are Commercial Real Estate (CRE) Issues?
(01:14:48) Banking & CLO Systems
(01:17:57) Views on Fed's Interest Rate Policy
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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.