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In this episode, Vincent Deluard joins the show to discuss his on-the-money inflation calls and future outlook, the consequences of Trump’s tariff flip-flopping, and the buyers of US duration. We also delve into the impact of DOGE, the Trump Admin’s Treasury market goals, the surge in foreign yields, and more. Enjoy!
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https://blockworks.co/event/digital-asset-summit-2025-new-york
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Timestamps:
(00:00) Introduction
(00:40) Inflation Predictions and Seasonal Adjustments
(05:50) Stagflation Concerns and Economic Slowdown
(07:33) State-Level Spending and Fiscal Policy
(17:42) Tariffs & the Art of the Deal
(19:25) Economic Noise vs Signal
(23:36) Federal Reserve and Monetary Policy
(25:36) DAS Promo
(26:13) Bond Market and Liquidity
(33:23) Target Date Funds
(36:17) Trump Administration Goals
(51:06) Surge in Foreign Yields
(59:22) Market Predictions
(01:03:36) Learn More About Vincent
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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 inflation data, the reversal of US exceptionalism, and Trump’s bold tariff bet potentially backfiring. We also delve into how we’re thinking about yields, whether 60/40 is compelling right now, why we’re in a crypto bear market, and more. Enjoy!
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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.me/+nSVVTQITWSdiYTIx
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Weekly Roundup Charts: https://drive.google.com/file/d/1e0GanjFY1lh2TKOFL7QQwGi6KY9nWhwl/view?usp=sharing
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Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125
—
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
—
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
(00:42) Upcoming Digital Asset Summit
(02:16) CPI Takeaways
(05:51) Reversal of US Exceptionalism
(08:45) Ledger Ad
(09:34) Recession vs Growth Scare
(14:11) Trump's Bold Tariff Game
(20:09) The Long Foreign Markets-Short US Trade
(24:36) Ledger Ad
(25:21) The Long Foreign Markets-Short US Trade (Con't)
(31:11) It's a Bear Market
(32:36) Bitcoin and Crypto Market Analysis
(34:26) Bond Market & Yields
(39:11) 60/40 Portfolio
(42:34) Hedging Strategies
(45:08) Crypto Market Prospects
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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.
