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Markets Are Underestimating the Risk of a 10–15% Correction | Weekly Roundup

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Manage episode 500438788 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, Brent Johnson joins us to break down the latest CPI & PPI data, the potential for September rate cuts, and why he thinks we’re ripe for a 10–15% correction. We also unpack Trump’s political strategy toward Powell, Brent’s dollar milkshake theory, and AI’s long-term impact on productivity, inflation, and the next generation. Enjoy!

Follow Brent: https://x.com/SantiagoAuFund

Follow Tyler: https://x.com/Tyler_Neville_

Follow Quinn: https://x.com/qthomp

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/1HpY5-OGzqa3t0tVz1a-2RnUXCI6BbZU5/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

(04:28) Inflation Heating Up?

(07:45) Brent's Macro Outlook

(12:08) VanEck Ad

(12:53) Should the Fed Cut?

(16:01) Time for a Correction?

(28:58) VanEck Ad

(29:38) Dampening of Animal Spirits

(33:29) Going Full Ponzi?

(37:15) The Imperial Circle

(41:31) Is the Dollar Milkshake Still Intact?

(48:45) Gold & Gold Miners

(51:13) Bifurcated Economy

(55:29) AI Boom Bearing Fruit?

(58:41) What Does Trump Really Want?

(01:01:20) The Younger Generation Is Screwed

(01:04:12) Stablecoins & the US Empire

(01:07:06) 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

529 episodes

Artwork
iconShare
 
Manage episode 500438788 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, Brent Johnson joins us to break down the latest CPI & PPI data, the potential for September rate cuts, and why he thinks we’re ripe for a 10–15% correction. We also unpack Trump’s political strategy toward Powell, Brent’s dollar milkshake theory, and AI’s long-term impact on productivity, inflation, and the next generation. Enjoy!

Follow Brent: https://x.com/SantiagoAuFund

Follow Tyler: https://x.com/Tyler_Neville_

Follow Quinn: https://x.com/qthomp

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/1HpY5-OGzqa3t0tVz1a-2RnUXCI6BbZU5/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

(04:28) Inflation Heating Up?

(07:45) Brent's Macro Outlook

(12:08) VanEck Ad

(12:53) Should the Fed Cut?

(16:01) Time for a Correction?

(28:58) VanEck Ad

(29:38) Dampening of Animal Spirits

(33:29) Going Full Ponzi?

(37:15) The Imperial Circle

(41:31) Is the Dollar Milkshake Still Intact?

(48:45) Gold & Gold Miners

(51:13) Bifurcated Economy

(55:29) AI Boom Bearing Fruit?

(58:41) What Does Trump Really Want?

(01:01:20) The Younger Generation Is Screwed

(01:04:12) Stablecoins & the US Empire

(01:07:06) 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

529 episodes

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