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Winners & Losers After The Fed’s Dovish Pivot | Weekly Roundup

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Manage episode 507325764 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 Fed rate cut and dovish pivot, exacerbating the K-shaped economy, why the dollar could be bottoming, and why gold helps Quinn sleep at night. We also dig into Bitcoin’s correlation to gold, the hollowing out of public markets by private credit, and more. 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 Origin Summit

https://www.originsummit.xyz/

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/1BX16NXlhxAHHCXiWc9o1EJ2-S20K-sZF/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

(03:38) Origin Summit

(04:18) Why Are We Cutting Again?

(11:30) Cutting Into a Hot Economy?

(13:06) VanEck Ad

(13:50) Cutting Into a Hot Economy?

(17:16) What’s Next for the Dollar?

(21:39) Market Structure & Asset Allocation

(26:47) Is the Gold Trade Still Alive?

(28:28) VanEck Ad

(29:13) Bitcoin vs Gold

(33:52) Private vs Public Markets

(48:22) Generational and Class Politics

(50:50) Optimism for the Future

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

546 episodes

Artwork
iconShare
 
Manage episode 507325764 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 Fed rate cut and dovish pivot, exacerbating the K-shaped economy, why the dollar could be bottoming, and why gold helps Quinn sleep at night. We also dig into Bitcoin’s correlation to gold, the hollowing out of public markets by private credit, and more. 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 Origin Summit

https://www.originsummit.xyz/

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/1BX16NXlhxAHHCXiWc9o1EJ2-S20K-sZF/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

(03:38) Origin Summit

(04:18) Why Are We Cutting Again?

(11:30) Cutting Into a Hot Economy?

(13:06) VanEck Ad

(13:50) Cutting Into a Hot Economy?

(17:16) What’s Next for the Dollar?

(21:39) Market Structure & Asset Allocation

(26:47) Is the Gold Trade Still Alive?

(28:28) VanEck Ad

(29:13) Bitcoin vs Gold

(33:52) Private vs Public Markets

(48:22) Generational and Class Politics

(50:50) Optimism for the Future

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

546 episodes

All episodes

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