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Fed Embraces "Run It Hot" For Powell's Final Months | Weekly Roundup

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Manage episode 523769800 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 a pivotal FOMC day, the Fed’s new liquidity injections, shifting market leadership, and why inflation, credit, and social pressures are all converging into a “run-it-hot” regime. We also weigh the implications for Main Street, metals, Bitcoin, and 2026 positioning. 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/1JCTPNIa3J3RutQTuPU37_vfPqIUpcKZ3/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

(02:02) FOMC Takeaways

(07:29) Small Cap Rotation Underway?

(09:45) Psychology Of Inflation

(11:39) The Fed’s Economic Projections

(14:50) Grayscale Ad

(15:28) China’s Trade Performance

(17:45) Mag7 Ceiling Reached?

(18:22) Yields Diverging & Fiscal Stimulus

(22:12) CPI Volatility, K-Economy & Messy Politics

(27:36) Grayscale Ad

(28:24) “Run It Hot” Vs The Dollar

(30:47) Short Mag7, Long Main Street?

(33:08) Credit Markets & Correlations

(36:08) Are We Getting A Santa Rally?

(40:27) Consequences of Wealth Disparity

(46:58) We’re In The Financial Repression Endgame

(50:24) Crypto’s Disappointment

(54:03) Hope For The The Youth

(57:49) 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

560 episodes

Artwork
iconShare
 
Manage episode 523769800 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 a pivotal FOMC day, the Fed’s new liquidity injections, shifting market leadership, and why inflation, credit, and social pressures are all converging into a “run-it-hot” regime. We also weigh the implications for Main Street, metals, Bitcoin, and 2026 positioning. 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/1JCTPNIa3J3RutQTuPU37_vfPqIUpcKZ3/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

(02:02) FOMC Takeaways

(07:29) Small Cap Rotation Underway?

(09:45) Psychology Of Inflation

(11:39) The Fed’s Economic Projections

(14:50) Grayscale Ad

(15:28) China’s Trade Performance

(17:45) Mag7 Ceiling Reached?

(18:22) Yields Diverging & Fiscal Stimulus

(22:12) CPI Volatility, K-Economy & Messy Politics

(27:36) Grayscale Ad

(28:24) “Run It Hot” Vs The Dollar

(30:47) Short Mag7, Long Main Street?

(33:08) Credit Markets & Correlations

(36:08) Are We Getting A Santa Rally?

(40:27) Consequences of Wealth Disparity

(46:58) We’re In The Financial Repression Endgame

(50:24) Crypto’s Disappointment

(54:03) Hope For The The Youth

(57:49) 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

560 episodes

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