Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

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://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

How To Position In A "Slowdown" Regime | Market Radar

51:33
 
Share
 

Manage episode 524668139 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.

In this episode, the Market Radar team joins the show to discuss why markets have struggled to trend, how Market Radar’s models navigate slowdowns versus true risk-off regimes, and what growth, inflation, and liquidity signals are actually saying beneath the headlines. We also cover finding real macro signals from the noise and their predictions for 2026. Enjoy!

__

Follow Market Radar: https://x.com/themarketradar

Follow Felix: https://x.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx

__

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

(03:29) Risk-Off Pivot

(07:28) Unpacking System Triggers

(12:26) Grayscale Ad

(13:05) Regime Map: Growth vs Inflation Impulses

(17:13) Inflation Expectations

(23:02) Debasement & K-Shaped Economy

(25:17) Finding Signal From Conflicting Inputs

(32:17) Grayscale Ad

(33:04) The Right Way To Think About Liquidity

(40:36) 2026 Rate Cut Predictions

(47:46) Economic Outlook & Being Systematic

(50:49) 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

562 episodes

Artwork
iconShare
 
Manage episode 524668139 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.

In this episode, the Market Radar team joins the show to discuss why markets have struggled to trend, how Market Radar’s models navigate slowdowns versus true risk-off regimes, and what growth, inflation, and liquidity signals are actually saying beneath the headlines. We also cover finding real macro signals from the noise and their predictions for 2026. Enjoy!

__

Follow Market Radar: https://x.com/themarketradar

Follow Felix: https://x.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx

__

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

(03:29) Risk-Off Pivot

(07:28) Unpacking System Triggers

(12:26) Grayscale Ad

(13:05) Regime Map: Growth vs Inflation Impulses

(17:13) Inflation Expectations

(23:02) Debasement & K-Shaped Economy

(25:17) Finding Signal From Conflicting Inputs

(32:17) Grayscale Ad

(33:04) The Right Way To Think About Liquidity

(40:36) 2026 Rate Cut Predictions

(47:46) Economic Outlook & Being Systematic

(50:49) 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

562 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play