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In this episode, Bob Elliot joins the show to discuss the Fed’s latest interest rate decision, the ongoing "over easy" monetary policy, and the election’s impact on the Fed and markets. We also delve into the labor market, fiscal deficits, and much more. Enjoy!
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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.
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Timestamps:
(00:00) Introduction
(01:31) FOMC Takeaways
(02:48) Is Policy Restrictive?
(07:20) Are Cuts Fairly Priced?
(09:54) Cuts Are Coming No Matter What
(12:39) Over Easy Monetary Policy
(15:40) Quantitative Tightening
(18:24) What The Fed SHOULD Do
(22:20) Ledger Ad
(23:05) The Labor Market
(26:33) Election Impact On The Fed
(31:40) Can The Fed Tame Inflation?
(35:22) Fiscal Deficits
(42:51) Asset Allocation
(44:42) Credit Spreads
(46:39) Foreign Markets & Monetary Policy
(49:58) F*ck Valuations
(52:11) Follow Bob's 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.
This week we discuss the impact of the election, the Fed’s interest rate decision, and the post-election trading themes. We also delve into shorting gold, Bitcoin’s all-time high, and much more. Enjoy!
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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
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Weekly Roundup Charts: https://drive.google.com/file/d/1GXSr4CfY6aBPYd0z5UqZCIco0MBmMaVb/view?usp=sharing
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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
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Timestamps:
00:00 Introduction
01:27 Election Outcome
04:43 The Shift In Media & Polling
09:09 Unity Or More Fracturing?
15:53 Market Impact Of Election
23:04 Ads
24:18 Market Impact Of Election (Continued)
25:35 Offsides Hedging
30:40 Powell & The Fed
36:37 December FOMC Meeting
40:47 2025 Themes To Watch
44:39 Short Gold?
46:46 Crypto & Bitcoin All-Time Highs
52:19 New Market Regime
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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.
