The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.
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The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.
Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx
AI & Central Planning Are Propping Up the Economy | Weekly Roundup
Forward Guidance
1 hour
1 month ago
AI & Central Planning Are Propping Up the Economy | Weekly Roundup
This week, we discuss why the economy feels strong on paper but fragile underneath, from debt-fueled spending and AI-driven growth to rising concentration and growing policy distortions. We also explore where the pressure is really building, the metals trade, and what could break next as 2026 approaches. Enjoy!
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Weekly Roundup Charts: https://drive.google.com/file/d/1BhzyBXj0Qt7LhUlDrb1MYor_iLLP-LQP/view?usp=sharing
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Timestamps:
(00:00) Introduction
(04:21) Consumer Spending & K-Economy
(09:50) Labor, Small Businesses & the Macro Endgame
(16:01) Grayscale Ad
(16:39) Market Concentration & CapEx Cycle
(23:47) AI Cycle Stage & Race with China
(27:44) The Metals Trade
(32:14) Grayscale Ad
(33:01) Canada’s Big Pivot
(37:41) New Fed Chair & Rates
(44:10) Vol Dynamics & What to Own
(50:33) Centralization & The Race to Zero
(55:00) 2026 Fed Games
(57:59) Final Thoughts
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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
Forward Guidance
The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.
Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx
