Quinn Thompson @qthomp
CIO @Lekker_Cap | Weekly Macro Podcast @ForwardGuidance lekkercapital.com Joined December 2018-
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Why Government Debt Is Breaking the Global Economy w/ @qthomp The U.S. is spending like it’s still 2020. But nobody wants their bonds anymore. Quinn explains what happens when the biggest borrower in the world runs out of buyers. Tune in to know more ⏱ TIME POINTS ⏱ 00:00…
@qthomp dissecting the Fed board politics like Tom Brady dismantles defenses in this one. Free alpha from @ForwardGuidance every week;)
@qthomp dissecting the Fed board politics like Tom Brady dismantles defenses in this one. Free alpha from @ForwardGuidance every week;)
🚨NEW ROUNDUP: Will Powell’s Jackson Hole Speech Break Markets? We Discuss: 🔶 Jackson Hole & Powell’s legacy moment 🔶 Trump’s Fed takeover strategy 🔶 The outlook for bond yields 🔶 Foreigners retreating from Treasury auctions 🔶 Why inflation risk > recession risk…
🚨NEW ROUNDUP: Markets Are Underestimating the Risk of 10–15% Correction! We Discuss: 🔶 Sticky services inflation in CPI & PPI 🔶 Why markets may be overdue for a correction 🔶 Trump’s Fed strategy and political calculus 🔶 Is the Dollar Milkshake still intact? 🔶 Automating…
🚀 NEW ROUNDUP: The Financial Repression Endgame! We Discuss: 🔶 Stephen Miran’s Fed board nomination 🔶 The meltdown in CRE & public pensions 🔶 How to trade different tariff scenarios 🔶 The impact of the TGA rebuild 🔶 The economy’s slow-moving trainwreck…
New episode is out now! @fejau_inc @Tyler_Neville_ @qthomp We discuss: - The macro super bowl (FOMC, GDP, QRA etc) - AI capex is the economy - Are we in stagflation? - Will market euphoria fade in August? - Strategy's Q2 earnings & more! Timestamps: 00:00 Introduction…
🏛️ Monetarium 2 👤 @qthomp ▶️ US Macro Outlook and Leading Indicators to Watch for the Possible Decline of the Dollar From a Wile E. Coyote moment to financial repression: the macro indicators signaling dollar decline & what investors should watch ↓ youtube.com/watch?v=hPXbMi…
@ForwardGuidance @agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Got some good quips out of this one, amigos.
Awesome way to finish the Week with a cool @ForwardGuidance panel! Thanks for having me guys 🥹🙏🌳
🏛️ Monetarium 2 👤 @qthomp 🎙️ US Macroeconomic Outlook & Leading Indicators to Watch for the Possible Decline of the US Dollar ▶️ Full video From a Wile E. Coyote moment to financial repression: the macro indicators signaling dollar decline & what investors should watch ↓
🚀 ICYMI: All Roads Lead To Debasement We Discuss: 🔶 NFP & unemployment surprise 🔶 Impact of anti-immigration policy 🔶 What the BBB means for the deficit 🔶 Both political parties are terrible 🔶 EM-ification of the US & more! Timestamps: 00:00 Cold Open 04:00 Bullish NFP?…
🎙️ NEW POD: The Fed Is Still Choosing to Be “Late” On Rate Cuts We Discuss: 🔶 Why Powell wants to be “late” 🔶 SLR tweaks and Treasury risk 🔶 Can the 30-year break 6%? 🔶 The coming Fed chair chaos 🔶 What fiscal dominance really means @FedGuy12 @qthomp @fejau_inc Links…
@ForwardGuidance , live from #Monetarium2 @qthomp @fejau_inc @FedGuy12
New episode is out now! @qthomp @Tyler_Neville_ @fejau_inc We discuss: - The global fiscal supercycle - Geopolitical impact on markets - Unwinding of the U.S Dollar trade - Can A.I bail us out, CPI, jobless claims & more! Links Below ↓
. @_Fullport — Bulls, Bears, and Ballistic Missiles feat. @WClementeIII, @qthomp, & @_Andrew_Stein x.com/i/broadcasts/1…
Consider me a skeptic of charging a 2%+ take rate on remittances in a couple years with the way stablecoins are trending $RELY
Consider me a skeptic of charging a 2%+ take rate on remittances in a couple years with the way stablecoins are trending $RELY https://t.co/UsR4qV7ecI
Surely the government wouldn't go after $V & $MA like they have with similar hideout safety stocks such as $UNH & $FICO to gut the middleman costs out of the system... Right?
Choose your RWA exposure wisely
I'm taking a Twitter detox/hiatus for an unknown period of time but will leave you all with this snippet from our recent report before I go 🧑🍳🤌😘 And tomorrow we're hosting our next @lekker_cap LP update call to help our investors get into position for a stress-free summer.…
I'm taking a Twitter detox/hiatus for an unknown period of time but will leave you all with this snippet from our recent report before I go 🧑🍳🤌😘 And tomorrow we're hosting our next @lekker_cap LP update call to help our investors get into position for a stress-free summer.… https://t.co/5g5kW9MKGu
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