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Hawkish Fed, Credit Stress & A K-Shaped America | Weekly Roundup

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Manage episode 519429583 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 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!

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/1drPbriNOF50E3o6qdKikbqIYQy4qAuc6/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

(01:31) 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

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

556 episodes

Artwork
iconShare
 
Manage episode 519429583 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 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!

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/1drPbriNOF50E3o6qdKikbqIYQy4qAuc6/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

(01:31) 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

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

556 episodes

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