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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
22:39 Back to the Interview
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": Your "Sh*tcoin 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.