BOTTOM IS IN, Says Trader Who Predicted The Crash | Mel Mattison

In this episode, Mel Mattison joins the show to discuss why he thinks we’re on the cusp of another inflationary bubble, the danger of growing entitlement obligations, and what more yield curve distortions mean for markets. We also delve into how gold could be on track for $50,000/oz, how all this will impact the FX market, and more. Enjoy!
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At Ondo, we design institutional-grade platforms, assets, and infrastructure to bring financial markets onchain. We believe that combining the best of TradFi with the best of DeFi will dramatically improve our financial system—making it fairer, faster, and more accessible to all.

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Timestamps:
00:00 Introduction
00:35 Mel’s Spot-on Market Predictions
06:30 Macro Drivers of the Market Downturn
09:04 Treasury Data and Fiscal Impulse
13:36 Ondo Ad
14:01 Treasury Data and Fiscal Impulse (Con't)
15:39 The Anti-Dollar Trade
23:28 Social Security and Long-Term Economic Outlook
28:47 Trump Admin’s Grand Agenda
34:37 Federal Reserve and Inflation
35:54 Ondo Ad
36:24 Bond Market and Yield Curve Distortion
39:32 Yield Curve Distortions & Inflation
52:52 Currencies and Emerging Markets
57:57 Gold & 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.

[MCLynnJonas]

Markets are all over the place lately... Is now even a good time to invest? Feels like a coin toss these days.

[JS-rmws]

please get Mel back on the show at least every 6-months. I want to hear his take on the markets, gold, currencies, macro outlook, and his take on geo politics

[mahalia_kendrick]

Hi I'm Mahalia, In the 50s, my late dad worked a modest job, my mom was a housewife, and they lived a nice lifestyle, including owning a home. Nowadays, both I and my partner work and can barely afford to make ends meet. Luckily, I've just received an inheritance of $500, 000 and am concerned about how to use the money I didn’t work for. Should I pay the mortgage since I’m still working, or do I invest in stocks rather than just staying 100% cash?

[mc-kzzn]

Mel is really interesting to listen to. Great pod. Have him back sometime in Q2 for sure!

[Jose_Lima]

One of the voices that made more sense to me among all this tariffs madness 👍

[jingmu]

Thanks for the great episode! Look forward to Mel's update!

[stepheneconomy]

Great discussion. Bring Mel back in 6 months for an update

[Mosin-cb]

In trading, possessing technical analysis skills is not sufficient on its own; discipline and emotional maturity play crucial roles in achieving success. Embracing the mindset of "time in the market vs. timing the market" proves valuable, especially during market fluctuations. I attribute my growing daily earnings yielding 114k to insights and daily trade signals, coupled with my commitment to continuous learning. Kudos to the journey ahead!

[LizaPhilips]

Stability is being brought about by the economy's struggles with uncertainty, world events, and the fallout from pandemics. To stabilise the economy and spur growth, all sectors must respond quickly to rising inflation, slow growth, and trade interruptions.

[bevillenz]

Dude is 50 but in the thumbnail still using his senior High School photo 🤣

[onesmallhand]

Thanks so much. Fantastic, wide ranging conversation. Please bring him back.

[Landlinesly]

Is it safe to keep buying heavily to take advantage of this rally? I'm going in with about 100 grand i'm pulling from money markets.

[TheJackCain-]

Transfer of wealth usually occur during market crash, so the more stocks drop, the more I buy, in the meanwhile I'm just focused on making better investments and earning more as recession fear increases, apparently there are strategies to 3x gains in this present market cos I read of someone that pulled a profit of $350k within 6months, and it would really help if you could make a video covering these strategies.

[FULL_SPECTRUM_EXCELLENCE]

Amazing guest. I think he’s right. Great show!

[alexvondensteinen]

Excellent interview - first time hearing Mel, and I’m very impressed by the reasoning and perspective. Please do an encore next quarter!

[bradley-tr]

If you are not in the financial market space right now, you are making a huge mistake. I understand that it could be due to ignorance, but if you want to make your money work for you...prevent inflation ...

[jcg]

Thank you for this brilliant conversation

[Julian-pjzi]

Half way through and this is such a good interview, cheers!

[shizane]

Fascinating. Mel got a new follower with me

[edgehunter]

Awesome stream! I agree with the thesis. Great detail behind the ideas!