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AI’s CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup
Manage episode 520393295 series 3300108
This week, we discuss NVIDIA’s latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Fed’s mixed signals really imply for markets, and why global FX moves are sending quiet warnings. We also dig into the surprising forces driving crypto’s recent washout and what they may signal about the road ahead. Enjoy!
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Follow Tyler: https://x.com/Tyler_Neville_
Follow Quinn: https://x.com/qthomp
Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
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Weekly Roundup Charts: https://drive.google.com/file/d/19pmtdWgHFQaXqjjkBeuM89VtGWCLa9qo/view?usp=sharing
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Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal.
https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance
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Timestamps:
(00:00) Introduction
(01:11) NVDA Earnings & Debt-Fueled Capex
(09:46) Rising Real Rates & Fed Pivot
(12:05) Grayscale Ad
(12:45) Private Credit Warnings
(14:18) Fed in the Dark & Midterm Setup
(19:54) Trump, Bessent & the Fed
(22:20) Hawkish Balance Sheet, Dovish Rates
(27:12) Grayscale Ad
(28:00) Currency Markets & the Carry Trade
(36:48) Bitcoin Quant Corner
(48:22) Geopolitical Implications of Bitcoin and Stablecoins
(53:52) Political Reflections
(58:54) 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
554 episodes
Manage episode 520393295 series 3300108
This week, we discuss NVIDIA’s latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Fed’s mixed signals really imply for markets, and why global FX moves are sending quiet warnings. We also dig into the surprising forces driving crypto’s recent washout and what they may signal about the road ahead. Enjoy!
—
Follow Tyler: https://x.com/Tyler_Neville_
Follow Quinn: https://x.com/qthomp
Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
__
Weekly Roundup Charts: https://drive.google.com/file/d/19pmtdWgHFQaXqjjkBeuM89VtGWCLa9qo/view?usp=sharing
—
Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal.
https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance
—
Timestamps:
(00:00) Introduction
(01:11) NVDA Earnings & Debt-Fueled Capex
(09:46) Rising Real Rates & Fed Pivot
(12:05) Grayscale Ad
(12:45) Private Credit Warnings
(14:18) Fed in the Dark & Midterm Setup
(19:54) Trump, Bessent & the Fed
(22:20) Hawkish Balance Sheet, Dovish Rates
(27:12) Grayscale Ad
(28:00) Currency Markets & the Carry Trade
(36:48) Bitcoin Quant Corner
(48:22) Geopolitical Implications of Bitcoin and Stablecoins
(53:52) Political Reflections
(58:54) Final Thoughts
—
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
554 episodes
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