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Economic Reacceleration or Growth Scare? | Weekly Roundup

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Manage episode 508567137 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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!

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

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

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

__

Weekly Roundup Charts: https://drive.google.com/file/d/1CN8SRsPqdupjrs27C0k1PDRfvGLf8kS6/view?usp=sharing

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

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

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

  continue reading

538 episodes

Artwork
iconShare
 
Manage episode 508567137 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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!

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

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

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

__

Weekly Roundup Charts: https://drive.google.com/file/d/1CN8SRsPqdupjrs27C0k1PDRfvGLf8kS6/view?usp=sharing

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

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

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

  continue reading

538 episodes

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