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Timestamps:
(00:00) Introduction
(00:34) Jonah's Background At Lehman, Goldman, Vitol, and Cumberland
(04:18) Jonah on Crypto: "I'm So Bullish I Can't See Straight"
(06:18) Why Jonah Thinks Bitcoin Will Stay In A Range ("Proper Chop") Before Shooting Higher
(09:11) Jonah: Bitcoin Is Better At Conducting Large Scale Commodity Transactions Than Most Non-Reserve Fiat Currencies
(22:01) VanEck Ad
(28:20) Has Saudi Arabia Moved Off The Petrodollar?
(30:09) Is Mt. Gox Unlock of Bitcoin A Big Deal?
(34:25) Jonah on The Real Reason Crypto Is Going Down: "Most Altcoins Are Worthless": You "Shitcoin of Choice" Is Probably Dead
(45:19) The Rise of Stablecoins
(48:26) The "AI" Crypto Coins
(50:40) Jonah on Oil: There's A Lot Of Spare Capacity, Hard To See A Big Move Higher
(58:09) The Best Trade of 2024 In Oil Has Been Selling Options
(01:06:34) Why Jonah Is Bullish Distillates
(01:10:15) Jonah on Oil Refineries
(01:13:34) Natural Gas
(01:20:25) Uranium and Gold
(01:22:58) Fiat Debasement and Bitcoin
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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