Forward Guidance
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Macro Investing Podcast Hosted by @fejau_inc Telegram: https://t.co/cccyP3IXAA
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ICYMI NEW POD: Policy Intervention Is Keeping The Bull Market Alive We Cover: 🔸 Trump market management 🔸 Peak hawkishness? 🔸 Asymmetric rates trade 🔸 Will AI politics hit markets? Tyler Neville Quinn Thompson fejau TIMESTAMPS: 00:00 Intro 05:11 Trump’s Market Playbook 08:11 The Fed Pricing Trap 12:12 Volatility Positioning Unwinds 17:22 Markets Are Centrally Managed 21:48 Mag Loses Leadership 28:54 The AI Capex Risk 30:17 The Best Rates Trade 34:20 Policy Powers The AI War 38:20 Will AI Politics Hit Markets? 43:52 The AI Access Divide 50:34 The Centralization Trade
Forward Guidance12,835 görüntüleme • 22 gün önce
What if the Greenland narrative is all about military readiness? Cem Karsan 🥐 Trump's rhetoric gives Europe political cover to ramp defense spending, deploy forces, and move onto a wartime footing without admitting that the strategic environment has already shifted.
Forward Guidance38,848 görüntüleme • 5 ay önce
The system is so levered it couldn't take one week of Trump's economic hardball Arthur Hayes
Forward Guidance63,252 görüntüleme • 1 yıl önce
ICYMI, Weekly Roundup out now! 🔥 We discuss: - The biggest takeaways from the Fed Minutes (QT ending?) - Bessent’s remarks on Treasury issuance and inflation - The near-term liquidity picture - The limited upside in crypto right now, and more! Timestamps: 00:00 Introduction 01:33 FOMC Meeting Minutes 06:29 Fed's Balance Sheet and Treasury Purchases 16:20 Skale Ad 16:42 Fed's Balance Sheet and Treasury Purchases (Con't) 20:15 Inflation Data and Fed's Perspective 22:41 Skale Ad 23:12 Liquidity Concerns and QT 27:07 Inflation and Economic Growth 29:11 Oil & Global Energy Policies 32:21 Microsoft CEO's Take on AI and CapEx 33:43 Yen & DAX 38:09 Crypto Market Update 45:02 Final Thoughts Quinn Thompson fejau Links below 👇
Forward Guidance49,234 görüntüleme • 1 yıl önce
DOGE failed. All of us all the losers because of it Jim Bianco
Forward Guidance28,691 görüntüleme • 1 yıl önce
NEW ROUNDUP: Commodities & Cyclicals Are 2026’s Mega-Cap Tech We Cover: 🔸 Metals supercycle 🔸 Economic re-acceleration 🔸 Trading CapEx bottlenecks 🔸 Geopolitics, tariff ruling & more! Tyler Neville Quinn Thompson fejau Timestamps: 00:00 Introduction 03:03 Geopolitics, Reacceleration & The Metals Trade 07:52 Yield Curve Steepening 09:22 GDPNow & The Trade Deficit 13:42 Grayscale Ad 14:24 Economic Reacceleration 16:22 Market Rotation & K-Reversal 18:53 Stock-Bond Correlation Comeback? 20:40 The New G2 World 22:56 Who’s Buying Bonds? 26:50 Grayscale Ad 27:40 Small Cap & Metals Rotation 30:43 Tech & Trading The CapEx Cycle 37:26 SCOTUS Tariff Ruling 43:23 Making Moves For Midterms 46:34 Short Mag7 & Follow The Government 49:13 Commodities and Metals 51:02 Final Thoughts Links Below ↓
Forward Guidance14,685 görüntüleme • 5 ay önce
ICYMI NEW POD: Why Today’s Economy Serves Assets, Not Workers We Cover: 🔸 Asset-driven feudalism 🔸 Why Main St. only had 6 days 🔸 Broken market structure 🔸 Where real growth is hiding 🔸 AI capital misallocation & more! Kuppy's Korner Tyler Neville Timestamps: 00:00 Introduction 01:35 Economic Feudalism 06:51 Why Is Wage Growth Bad? 09:14 Malice Or Negligence? 12:28 Grayscale Ad 13:06 Global Feudalism 18:27 How Does This Unwind? 22:07 No Uses For Productive Capital 25:46 Positioning For Political Revolution 31:05 Grayscale Ad 31:52 Where Do You Invest? 38:27 Biggest Story In Macro 41:50 The Problems With US Allocators 48:50 Fixing Incentives & Finding The Bull Market 53:50 AI Boom Winners & Losers 57:27 Final Thoughts Links Below ↓
Forward Guidance13,394 görüntüleme • 6 ay önce
🚀 ICYMI: All Roads Lead To Debasement We Discuss: 🔶 NFP & unemployment surprise 🔶 Impact of anti-immigration policy 🔶 What the BBB means for the deficit 🔶 Both political parties are terrible 🔶 EM-ification of the US & more! Timestamps: 00:00 Cold Open 04:00 Bullish NFP? 08:25 Ads (Aptos) 11:12 Anti-Immigration Impact 17:32 Wage Growth, Yields & Controlled Demolition 21:22 BBB Passed, Now What? 26:40 Ads (Aptos) 27:32 Both Sides Are Terrible 34:32 High-Yield Credit 37:17 Get Out on the Risk Spectrum 39:52 Active Treasury Issuance Greater Than QE 41:37 The Problem is Getting Worse 44:12 All Roads Lead to Debasement 46:58 Crushing Global Labor 48:52 DXY & the End of Central Banking 51:47 EM-ification of the US 54:12 MSTR & BTC Volatility 58:44 Seasonality, Leverage & Momentum 01:01:32 Symptoms of a Failed System 01:08:50 Buying vs Renting 01:13:28 Final Thoughts Tyler Neville Quinn Thompson fejau Links Below ↓
Forward Guidance18,996 görüntüleme • 1 yıl önce
If everything is at all-time highs, why is the Fed cutting rates? 🎙️ Santiago Capital
Forward Guidance17,443 görüntüleme • 10 ay önce
ICYMI: NEW WEEKLY ROUNDUP! 🔥 We discuss: 📌How we managed this insane week in markets 📌China and the evolving tariff strategy 📌What’s going on with the bond market 📌Secretary Bessent running policy behind the scenes 📌Bitcoin hitting ATHs in 2025 00:00 Introduction 00:39 PMLS IV 02:02 Navigating This Insane Market 07:32 Key Market Drivers 12:22 Ondo Ad 12:48 China & Tariffs 16:31 US Spending Problem 20:33 Bond Market 24:12 The Fed & Inflation 29:40 Powell, Bessent & Fiscal 32:39 Ondo Ad 33:10 Navigating A Volatile Market 38:55 Secretary Bessent Running Point 42:50 Alternative Trade Restructuring Strategies 48:59 Unpacking the Bond Market Put 52:47 BTC ATHs in 2025 56:02 Market Tailwinds Quinn Thompson fejau Links below 👇
Forward Guidance14,884 görüntüleme • 1 yıl önce