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In this episode, Andreas Steno Larsen joins the show to discuss the outlook for liquidity, the uptick in the manufacturing and credit cycle, and expectations around inflation. We also delve into Powell’s QE comments, idiosyncratic drivers of gold, and much more. Enjoy!
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Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125
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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
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Timestamps:
(00:00) Introduction
(01:18) Current Macro Backdrop and Market Sentiment
(01:48) Liquidity Backdrop and Federal Reserve Policies
(04:33) Private Sector Liquidity and Credit Creation
(10:21) Treasury General Account and Debt Ceiling
(17:30) Skale Ad
(17:54) Future Liquidity Measures and Market Implications
(21:06) Private Credit and Economic Cycle
(26:55) Meta's Client Base and Market Power
(27:44) Russell Index and Wage Growth Insights
(29:42) Inflation and CPI Analysis
(33:17) Skale Ad
(33:46) Global Tariff Impacts and Dollar Outlook
(36:26) European Market Performance
(42:05) Gold Market Dynamics
(48:22) Bond Yields and Trueflation Measure
(51:19) Learn More About Andreas and his 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 latest CPI data, how the Trump administration will balance economic vs market success, and the constant economic headfakes. We also delve into how the government kicks the can without QE, MicroStrategy holding up Bitcoin, and more. Enjoy!
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Follow Mike: https://x.com/MikeIppolito_
Follow Quinn: https://x.com/qthomp
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/1kJjbC4s7DKMR3nU0_6C242oEhrfYH67O/view?usp=drive_link
—
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
—
Timestamps:
(00:00) Introduction
(03:03) Analyzing the Latest CPI Data
(10:56) Tariffs, Trade, and Economic Headfakes
(16:53) Skale Ad
(17:15) Tariffs, Trade, and Economic Headfakes (Con't)
(29:34) Skale Ad
(30:04) Roundup Continues
(32:51) Liquidity Concerns
(34:49) The SLR Exemption Debate
(42:59) Crypto, Bitcoin Strength, & Michael Saylor's Influence
(48:57) Final Thoughts
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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.
