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
Fed Embraces "Run It Hot" For Powell's Final Months | Weekly Roundup
Forward Guidance
58 minutes
4 weeks ago
Fed Embraces "Run It Hot" For Powell's Final Months | Weekly Roundup
This week, we discuss a pivotal FOMC day, the Fed’s new liquidity injections, shifting market leadership, and why inflation, credit, and social pressures are all converging into a “run-it-hot” regime. We also weigh the implications for Main Street, metals, Bitcoin, and 2026 positioning. Enjoy!
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Weekly Roundup Charts: https://drive.google.com/file/d/1JCTPNIa3J3RutQTuPU37_vfPqIUpcKZ3/view?usp=sharing
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Timestamps:
(00:00) Introduction
(02:02) FOMC Takeaways
(07:29) Small Cap Rotation Underway?
(09:45) Psychology Of Inflation
(11:39) The Fed’s Economic Projections
(14:50) Grayscale Ad
(15:28) China’s Trade Performance
(17:45) Mag7 Ceiling Reached?
(18:22) Yields Diverging & Fiscal Stimulus
(22:12) CPI Volatility, K-Economy & Messy Politics
(27:36) Grayscale Ad
(28:24) “Run It Hot” Vs The Dollar
(30:47) Short Mag7, Long Main Street?
(33:08) Credit Markets & Correlations
(36:08) Are We Getting A Santa Rally?
(40:27) Consequences of Wealth Disparity
(46:58) We’re In The Financial Repression Endgame
(50:24) Crypto’s Disappointment
(54:03) Hope For The The Youth
(57:49) 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
