Positioning For The New Post-Election Market Regime | Weekly Roundup

Forward Guidance

This week we discuss the impact of the election, the Fed’s interest rate decision, and the post-election trading themes. We also delve into shorting gold, Bitcoin’s all-time high, and much more. Enjoy!

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Weekly Roundup Charts: https://drive.google.com/file/d/1GXSr4CfY6aBPYd0z5UqZCIco0MBmMaVb/view?usp=sharing

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Timestamps:

00:00 Introduction

01:27 Election Outcome

04:43 The Shift In Media & Polling

09:09 Unity Or More Fracturing?

15:53 Market Impact Of Election

23:04 Ads

24:18 Market Impact Of Election (Continued)

25:35 Offsides Hedging

30:40 Powell & The Fed

36:37 December FOMC Meeting

40:47 2025 Themes To Watch

44:39 Short Gold?

46:46 Crypto & Bitcoin All-Time Highs

52:19 New Market Regime

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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.