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
Hawkish Fed, Credit Stress & A K-Shaped America | Weekly Roundup
Forward Guidance
51 minutes
4 days ago
Hawkish Fed, Credit Stress & A K-Shaped America | Weekly Roundup
This week, we discuss markets wobbling as a pointless government shutdown, delayed data releases, and a hawkish Fed collide with rising credit stress, over-levered AI giants, and widening inequality. Enjoy!
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Weekly Roundup Charts: https://drive.google.com/file/d/1drPbriNOF50E3o6qdKikbqIYQy4qAuc6/view?usp=sharing
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Timestamps:
(00:00) Introduction
(01:31) Shutdown Fallout
(03:59) Hawkish Fed Speeches
(07:52) AI Boom Meets Credit Stress
(12:14) Grayscale Ad
(12:53) AI Boom Meets Credit Stress (Con’t)
(15:51) Warning Signs for Society
(18:58) Hawkish Fed Pivot
(21:32) Tech Bubble & Societal Risks
(28:14) Grayscale Ad
(29:02) Tech Bubble & Societal Risks (Con’t)
(31:04) Policy Missteps & Persistent Inflation
(32:00) Bitcoin, Decentralization & the Future of Money
(33:10) The 2026 Acceleration Playbook
(36:15) Widening Inequality & Generational Divide
(44:11) Centralization, Fragility, & Systemic Risks
(49:24) 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
