The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.
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The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.
Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx
Economic Reacceleration or Growth Scare? | Weekly Roundup
Forward Guidance
1 hour 7 minutes
1 week ago
Economic Reacceleration or Growth Scare? | Weekly Roundup
This week, we discuss the biggest risks to the economy, whether Mag7 is a bubble, surprisingly strong consumer data, the increasingly noisy housing and labor markets, risks around Fed policy and dollar liquidity, and why gold has been a cleaner macro hedge than Bitcoin. Enjoy!
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Follow Quinn: https://x.com/qthomp
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Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
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Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF
https://blockworks.co/event/digital-asset-summit-2025-london
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Weekly Roundup Charts: https://drive.google.com/file/d/1CN8SRsPqdupjrs27C0k1PDRfvGLf8kS6/view?usp=sharing
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This Forward Guidance episode is brought to you by VanEck.
Learn more about the VanEck Semiconductor ETF (SMH):
http://vaneck.com/SMHFelix
Learn more about the VanEck Fabless Semiconductor ETF (SMHX):
vaneck.com/SMHXFelix
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Timestamps:
(00:00) Introduction
(03:23) DAS London
(04:29) Macro Outlook
(06:17) Strong GDP Numbers
(07:38) Understanding the New Economy
(13:02) VanEck Ad
(13:46) The Housing Market
(19:25) Biggest Risks to the Economy
(27:36) Market Structure Update
(29:06) VanEck Ad
(29:47) Market Structure Update
(33:24) Is Mag7 a Bubble?
(39:16) Inflation is the Plan & Problem
(43:42) The Poison of Financialization
(45:48) Breaking a Broken System
(50:15) Gold Pump vs Crypto Slump
(55:11) Protectionist Policies & the Dollar
(01:05:50) Final Thoughts
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Macro #Investing #Markets #ForwardGuidance
Forward Guidance
The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.
Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx
