The Trump Put Is In The Bond Market | Weekly Roundup

00:00 Introduction
00:39 PMLS IV
02:02 Navigating This Insane Market
07:32 Key Market Drivers
12:22 Ondo Ad
12:48 China & Tariffs
16:31 US Spending Problem
20:33 Bond Market
24:12 The Fed & Inflation
29:40 Powell, Bessent & Fiscal
32:39 Ondo Ad
33:10 Navigating A Volatile Market
38:55 Secretary Bessent Running Point
42:50 Alternative Trade Restructuring Strategies
48:59 Unpacking the Bond Market Put
52:47 BTC ATHs in 2025
56:02 Market Tailwinds

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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.

[RobertGaudetteUA]

I feel like I’m being gaslit with this idiocy. You’re assigning method, logic and strategy to Trump’s tariff regime. The market is a mess because he’s unpredictable (companies are rescinding guidance ffs). If Trump wanted to bring our allies along, why would he whack them with devastating tariffs too? 10% tariff is freaking huge for non-China.

Huge loss of credibility here. Stay out of geopolitics. You don’t understand it

[tyalprince]

You guys really have no idea wtf you’re talking about

[vinnybigs]

Usually love the show but this was a tough listen. Blame the Fed for the recession if they don't cut in May. Bond market blowing up not administrations fault. Say Bessent is playing 4D chess when it's clear his role was only escalated this week. All while saying everyone else lacks critical thinking. Pure arrogance. So many excuses for what is obviously a messy administration. Trump admitted himself he stopped the reciprocals after watching Dimon on TV and the bond market lol. Also if Quinn could get his thoughts out this would be a 20 min show.

[JannyLuits]

Just read that Trump’s tariffs triggered one of the biggest market drops in years. I’ve got $200K sitting in cash, and now I’m more hesitant than ever to jump back in. This feels different from the usual dip.

[Joel-McConnell-ix]

This whole crypto game right now feels less like a sprint and more like an Ironman triathlon for your mental stamina. It’s not about timing the top or calling the next pump—it’s a test of intestinal fortitude. The sideways motion? That’s the psychological pressure cooker. It’s designed to wear you down, shake you out, and reward only those who understand that bull runs aren’t born in euphoria—they're forged in boredom, frustration, and doubt. The bull is coming. The real question is: can you outlast the apathy before the fireworks start? That’s not hype—that’s history. I have to say that trading is more rewarding than just owning. Big thanks to Linda Connelly who always keeps me updated. I am so glad I started her program.

[pivoune]

omg, the show has gone full trump fanboy mode...

[Jake-defr]

You have to assign some blame to the CRAZY things Trump says. How can anyone or any business know what to do with their money. Forget blaming the Fed. The Fed wouldn't have to budge rates if Trump wasn't so unhinged.

[HodgeChris]

the yield on bonds have decreased especially on the long end (30 and 10 Y) indicating that the demand is still there even if the supply remains huge showing a preference for safety. I'm still at a crossroad regarding whether or not to liquidate my $38k .

[Grugbuytheberry]

Quinn: there's no critical thinking in Given you're in media, I agree

[sharoffrownbeatz]

For the Newbie if you are actually trading in the crypto space and you don't have a sound mentor. Then you are certainly going to get liquidated in 90% of your trades. Yeah that's sad truth. I remember when i just got into crypto back in 2019 but later in 2020 i ended up selling it because i have lost alot trading all by myself without a guide. Got back into crypto early in 2024 with $20k and I'm up with $232k in a short period of time. Thanks to Russell Greener.

[christiancoronado]

Wasted time listening to these guys defend trump unhinged policies. Forward guidance used to be good. But now is a clown show

[gscorsone]

Your bias makes you blind. All done with your subscription.

[dungalunga]

They mock a 10 year old for buying gold but he probably has a fairly long term time horizon and will do well out of it

[gscorsone]

Your blame of the fed instead of the role-out by king Trump. His role-out shows his ignorance regardless is you like the idea of tarriffs.

[msgurlx]

Thank you for your videos mate.... With Trump's presidency, economic shifts are expected to be significant, especially given the current recession and the potential impact of future rate cuts. Although rate cuts might not boost inflation as hoped, they may lead banks to further restrict consumer and corporate lending, contributing to a deflationary period for various assets. This environment could result in declining stock values, retail and housing sales, and rising unemployment due to layoffs. For investors, a diversified portfolio especially with stocks and cryptocurrencies offers some protection, serving as a hedge amid volatility. Both long- and short-term trading strategies can help manage risks, providing stability as markets adjust. I have managed to grow a nest egg of around 130k to a decent 532k in the space of a few months... I'm especially grateful to Elise Monroe, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape..

[Weetorp]

Just rambling, where is the 3rd guy? At least he had some interesting thoughs.

[rtra]

In Quinn’s mind, he knows things that other people don’t 😂

[enderwhitekey]

The amount of rationalization and 'just so' storytelling in this is astonishing. Very poor analysis.

[ryan_loves_lamp]

So bond yields spiking higher ... was that a part of their gigabrained plan? Did the worlds #1 bond salesman secretly plan that too? 😂

[assetguidancegroupllc]

Great discussion. Quinn made some points that gave me pause to consider a viewpoint that is obvious but that I had previously tabled about SE Asian supply chains. Felix caught me off guard sounding conciliatory Trump. I thought Felix is Canadian!

Bessent saved the day this week and probably shoukd be awarded the congressional medal of honor. The only thing I credit the President for is listening to him and changing positions on the world ex-China. It's been a long week