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Single Episode:100
Forward Guidance
Host Introduction:
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. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.
Debating The Impact Of A Bitcoin Strategic Reserve | Travis Kling

In this special crossover episode with On the Margin, Travis Kling joins the show to discuss financial nihilism, the logistics of a Bitcoin strategic reserve, and the potential impact of the incoming administration. We also delve into the crypto market outlook, product market fit across the industry, and much more. Enjoy!

Follow Travis Kling: https://x.com/Travis_Kling

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Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

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Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

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SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork


GlobalStake delivers institutional-grade staking with self-owned, SOC2-certified bare-metal infrastructure, carbon-negative operations, and comprehensive security. Enjoy competitive pricing, decentralized operations, and slashing insurance backed by top-rated carriers. Learn more at globalstake.io


Meet Kraken Institutional. Whether you're an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken

Timestamps:

(00:00) Introduction

(02:20) Macro Outlook

(07:14) Philosophical Vibe Shift

(12:39) Financial Nihilism

(16:40) Unpacking The Next Administration

(20:11) Misaligned Incentives

(23:23) Ads

(25:24) Bitcoin Strategic Reserve

(38:15) BSR & The US Dollar

(47:06) Crypto Market Outlook

(50:04) Crypto Product Market Fit

(55:18) Fundamentals Bearish?

(57:07) Learn More About Travis’ Work

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.


58分22秒 2024-12-23
Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup

This week we discuss whether the Fed made the right decision, the post-FOMC volatility spike, and the China risk to markets. We also delve into the labor market, the 1998 framework for today’s economy, 2025 expectations, and much more. Enjoy!

Follow Danny: https://x.com/DannyDayan5

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

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

Follow Felix: https://twitter.com/fejau_inc

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Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp

Weekly Roundup Charts: https://drive.google.com/file/d/1DPQNetklHAXhw6bAJwRkD0qjeuE0klyk/view?usp=sharing

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork


Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER device today and protect your assets with top-tier security technology. Buy now on Ledger.com.


Meet Kraken Institutional. Whether you're an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken

Timestamps

(00:00) Introduction

(03:03) Why The Fed Did The Right Thing

(06:36) Is Inflation Rolling Over?

(12:01) Trump Policy Impact

(14:16) Explaining The Volatility Spike

(20:02) 2025 Monetary Policy Outlook

(22:02) Mapping The Market Rotation

(27:43) VIX & Market Positioning

(31:46) China Risk

(33:42) Ads

(35:36) Systematic Volatility

(37:50) China Structural Issues & Stimulus

(39:54) Bond Yields Vs Equities

(43:31) 2025 Rate Cutting Path

(46:54) Labor Market & Supply Shocks

(51:04) Economic Optimism & Lending

(52:35) Growth & Oil Outlook

(54:58) Bessent Economic Plan

(57:15) 1998 Framework

(59:55) Productive Capacity Boom

(01:03:04) End-Of-Year Thoughts

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.


1时10分46秒 2024-12-21
This Is Peak Hawkishness From The Fed | Joseph Wang

In this episode, Joseph Wang joins the show to discuss the latest Fed decision, its December economic projections, and what to expect from markets going into 2025. We also delve into why he expects way more than two rate cuts next year, why he’s bearish on US equities in 2025, and much more. Enjoy!

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Follow Joseph Wang: https://x.com/FedGuy12

Follow Felix: https://x.com/fejau_inc

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Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp

__

SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork


Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER device today and protect your assets with top-tier security technology. Buy now on Ledger.com.


Meet Kraken Institutional. Whether you're an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

Timestamps:

(00:00) Introduction

(02:44) Hawkish FOMC Conference

(06:21) Immigration Impact

(09:50) 2025 Surprises

(12:34) Trump, Trade, & Tariffs

(15:01) What Is The Fed Thinking?

(20:25) Peak Hawkishness

(21:59) Long-Term Rates

(23:25) SEP As A Psychological Tool

(25:34) Ads

(27:27) Fed Surveys & Politics

(29:15) The Neutral Rate

(31:13) How The Fed Gauges Restrictiveness

(32:57) Reverse Repo

(38:38) Treasury Coupon Issuance

(40:25) Equities & The Dollar

(44:01) Gold & Crypto

(45:54) Long Bonds, Commodities, & Inflation

(50:28) Main Takeaways


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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

52分26秒 2024-12-18
How Long Can The Goldilocks Market Last? | Weekly Roundup

This week we discuss the small cap trade, the upcoming Fed decision, and whether inflation risks are overblown. We also delve into China’s balance sheet recession, Bitcoin & MicroStrategy, housing affordability, and much more. Enjoy!

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

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

Follow Felix: https://twitter.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp

Weekly Roundup Charts: https://drive.google.com/file/d/1qTKN9-iNXNqFBgZSx03BFmi24BiaCeQv/view?usp=sharing

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

__

SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork


Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER device today and protect your assets with top-tier security technology. Buy now on Ledger.com.


Meet Kraken Institutional. Whether you're an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

Timestamps:

(00:00) Introduction

(03:31) Small Business Optimism & Trump Trades

(07:58) Mag7 Blow Off Top?

(09:42) Unwind In Momentum Factor

(11:18) China Balance Sheet Recession

(13:34) Small Caps, Liquidity, & The Dollar

(15:30) Dovish Fed

(16:51) Labor Market & Claims

(21:38) Fed Policy & Global Easing

(26:00) Rate Steepening

(27:13) Ads

(29:15) Trump Peace Dividend

(32:51) Inflation & CPI

(36:22) Continuing Goldilocks

(39:52) Bitcoin

(43:50) MicroStrategy & Convert Financing

(50:53) Vol Controllers

(53:48) Geopolitics

(55:23) Cash Bubble

(57:07) New Credit Cycle

(59:17) Housing Affordability

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

1时03分03秒 2024-12-14
Rethinking Rate Cuts: Are We Fueling Inflation Or Controlling It? | Warren Mosler

In this episode, Warren Mosler joins the show to discuss the counterintuitive impact of that Federal Funds rate, the impact of government spending, and the economics of trade and tariffs. We also delve into the shifting duration of US debt, whether deficits matter, and much more. Enjoy!

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Follow Warren Mosler: https://x.com/wbmosler

Follow Felix: https://x.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp

__

SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork

Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER device today and protect your assets with top-tier security technology. Buy now on Ledger.com.

Meet Kraken Institutional. Whether you're an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

Timestamps:

(00:00) Introduction

(01:41) Warren’s Macro Overview

(06:19) Understanding The Neutral Rate

(14:16) Fed Funds & Inflation

(21:14) Rate Cuts Are Cooling Inflation

(22:54) Ads

(25:02) Rate Hikes Are Stimulative

(27:32) Deficit Spending Is Money Printing

(28:27) Taxes & Government Spending

(31:56) The Effect Of Monetary Acronyms

(34:29) The K-Shaped Economy

(37:29) Zero Rate & Asset Bubbles

(39:05) Politics & The Oil Market

(41:29) Trump, Trade, & Tariffs

(49:41) Taxes, Unemployment, & Financing More Stuff

(56:38) Does The Deficit Matter?

(58:42) Impact Of Shifting Debt Duration

(01:01:14) The Bid For Duration

(01:04:57) Warren’s Trading


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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.


1时07分19秒 2024-12-12
The Post-Payrolls Debate: Growth, Inflation, And Rate Cuts | Weekly Roundup

This week we discuss the November jobs report, the Fed’s cutting path, and the goldilocks scenario for 2025. We also delve into the different R* models, MicroStrategy, the Milken moment for crypto, and much more. Enjoy!

Follow Capital Flows: https://x.com/Globalflows

Capital Flows Substack: https://www.capitalflowsresearch.com/

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

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

Follow Felix: https://twitter.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp

Weekly Roundup Charts: https://drive.google.com/file/d/1TxUrZZsIWtXdqbDS-DDJL7EduaP_pdpE/view?usp=sharing

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork


Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER device today and protect your assets with top-tier security technology. Buy now on Ledger.com.


Meet Kraken Institutional. Whether you're an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken

Timestamps:

(00:00) Introduction

(01:44) Post-Thanksgiving Catch Up

(03:33) November Non-Farm Payrolls

(08:31) Economic Slowdown or Stability?

(10:20) Debating The Fed’s Cutting Path

(16:51) Hot Economy Vs Growth Scare

(24:24) Macro Analysis & Shorting Oil

(30:35) Ads

(32:38) We Are In Goldilocks

(36:29) Stocks Vs Commodities

(38:12) Inflation Turning Point

(39:40) Different R* Models

(46:07) History Of Junk Bonds

(48:11) Milken Moment For Crypto

(52:11) Monetizing Volatility

(53:26) Bitcoin & Evolving Options Market

(56:40) MicroStrategy Risks

(01:03:23) Enhancing Yield With Volatility

(01:06:13) Debating Bitcoin’s Future


Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

1时10分17秒 2024-12-07
Is The U.S. Entering A Golden Age Of Capitalism? | Dan Tapiero

In this episode, Dan Tapiero joins the show to discuss why he’s unbelievably bullish on the macro, his introduction to Bitcoin & blockchain, and the US dollar. We also delve into the regulatory changes he’s most excited for, the generational shift upon us, and much more. Enjoy!

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Follow Dan Tapiero: https://x.com/DTAPCAP

Follow Felix: https://x.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp

__

SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork


Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER device today and protect your assets with top-tier security technology. Buy now on Ledger.com.


Meet Kraken Institutional. Whether you’re an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

Timestamps:

(00:00) Introduction

(01:22) Dan's Background

(08:10) Introduction To Bitcoin & Crypto

(16:48) Bitcoin, Sovereigns, & Regulation

(20:42) Most Exciting Regulatory Changes

(23:19) MicroStrategy's Bold Play

(25:14) Ads

(26:58) Macro Overview

(33:01) Unbelievably Bullish

(38:17) Generational Shift

(41:07) Keep A Long-Term View

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

44分46秒 2024-12-04
Why The Fed Rate Cuts Were A Mistake | Michael Kao

In this episode, Michael Kao joins the show to discuss why the Fed rate cuts were a mistake, the impact of the dollar wrecking ball, and whether an inflation resurgence is possible. We also delve into the December Fed decision, the oil market, and much more. Enjoy!

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Follow Michael Kao: https://x.com/UrbanKaoboy

Follow Felix: https://x.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp

__

SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork


Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER device today and protect your assets with top-tier security technology. Buy now on Ledger.com.


Meet Kraken Institutional. Whether you're an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

Timestamps:

(00:00) Introduction

(02:05) Powell's Policy Mistake

(10:02) Why The Fed Cut 50 Bps

(14:04) Reason For Economic Resurgence

(17:56) The Dollar & Fiscal Red Bull

(26:24) Ads

(28:26) Inflationary Concerns Maxed Out?

(34:49) The Dollar Wrecking Ball

(44:29) December Fed Decision

(47:14) The Oil Market

(52:01) Peace Dividend


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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

53分39秒 2024-11-25
Mastering Risk Management In A Rotational Market | Weekly Roundup

This week we discuss how to think about managing risk, whether inflation fears are overpriced, and embracing the market rotation. We also delve into the shift in global collateral, the power of volatility, and much more. Enjoy!

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

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

Follow Felix: https://twitter.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp

Weekly Roundup Charts: https://drive.google.com/file/d/1_GFJHScbL7EHAXDmO9Xy-QFt8fgNWGP1/view?usp=sharing

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

__

SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork


Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER device today and protect your assets with top-tier security technology. Buy now on Ledger.com.


Meet Kraken Institutional. Whether you're an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken

Timestamps:

(00:00) Introduction

(02:14) MicroStrategy/Bitcoin Craze

(06:26) Risk Management Strategies

(17:30) Are Inflation Fears Overpriced?

(25:48) Ads

(27:32) Volatility Seasonality

(30:11) The Bullish Market Rotation

(40:35) Shift In Global Collateral

(52:21) Volatility Is Vitality

(56:36) Cyclicality, Liquidity, & Debasement


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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

1时00分41秒 2024-11-23
Exercising Caution Amid Market Euphoria | Weekly Roundup

This week we discuss the Fed’s cutting path, Powell’s speech, and managing crypto market euphoria. We also delve into whether we’ve seen the peak in the dollar and yields, the factors driving the Fed, and much more. Enjoy!

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

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

Follow Felix: https://twitter.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp

Weekly Roundup Charts: https://drive.google.com/file/d/15P0IaQJQajBm35qCu4e564YWueVRbV5B/view?usp=sharing

__

Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER device today and protect your assets with top-tier security technology. Buy now on Ledger.com.


Meet Kraken Institutional. Whether you're an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken

Timestamps:

(00:00) Introduction

(01:37) Revisiting View Of The Economy

(03:42) Fed Cuts & Powell Speech

(09:55) Peak In Dollar & Yields

(13:38) Government Spending & DOGE

(19:02) China, Japan, & The Dollar

(22:23) Small Caps Vs Large Caps

(24:56) Ads

(26:29) Managing Crypto Euphoria

(33:24) Bullish Market Signals

(37:41) Stifling Volatility

(40:41) Tactical Outlook For Bitcoin

(43:35) Long-Term Bitcoin Outlook

(48:16) Inflation & Potential For Recession

(53:34) Differentiating Assets


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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.


57分34秒 2024-11-16
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