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
Commodities & Cyclicals Are 2026’s Mega-Cap Tech | Weekly Roundup
Forward Guidance
53 minutes
4 days ago
Commodities & Cyclicals Are 2026’s Mega-Cap Tech | Weekly Roundup
This week, we discuss an insanely busy news cycle from geopolitics to surging metals and commodities, AI CapEx bottlenecks, and the SCOTUS tariff ruling. We also dig into the mega-cap rotation, political moves for midterms, and signs of economic re-acceleration shaping markets in 2026. Enjoy!
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Weekly Roundup Charts: https://drive.google.com/file/d/1lp3pWEKx9j0ZHK4ci7Idq3AUfoGLL5O1/view?usp=sharing
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Timestamps:
(00:00) Introduction
(03:03) Geopolitics, Reacceleration & The Metals Trade
(07:52) Yield Curve Steepening
(09:22) GDPNow & The Trade Deficit
(13:42) Grayscale Ad
(14:24) Economic Reacceleration
(16:22) Market Rotation & K-Reversal
(18:53) Stock-Bond Correlation Comeback?
(20:40) The New G2 World
(22:56) Who’s Buying Bonds?
(26:50) Grayscale Ad
(27:40) Small Cap & Metals Rotation
(30:43) Tech & Trading The CapEx Cycle
(37:26) SCOTUS Tariff Ruling
(43:23) Making Moves For Midterms
(46:34) Short Mag7 & Follow The Government
(49:13) Commodities and Metals
(51:02) 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
