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Episode Description
This week, we discuss a pivotal FOMC day, the Fed’s new liquidity injections, shifting market leadership, and why inflation, credit, and social pressures are all converging into a “run-it-hot” regime. We also weigh the implications for Main Street, metals, Bitcoin, and 2026 positioning. Enjoy!
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Weekly Roundup Charts: https://drive.google.com/file/d/1JCTPNIa3J3RutQTuPU37_vfPqIUpcKZ3/view?usp=sharing
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Timestamps:
(00:00) Introduction
(02:02) FOMC Takeaways
(07:29) Small Cap Rotation Underway?
(09:45) Psychology Of Inflation
(11:39) The Fed’s Economic Projections
(14:50) Grayscale Ad
(15:28) China’s Trade Performance
(17:45) Mag7 Ceiling Reached?
(18:22) Yields Diverging & Fiscal Stimulus
(22:12) CPI Volatility, K-Economy & Messy Politics
(27:36) Grayscale Ad
(28:24) “Run It Hot” Vs The Dollar
(30:47) Short Mag7, Long Main Street?
(33:08) Credit Markets & Correlations
(36:08) Are We Getting A Santa Rally?
(40:27) Consequences of Wealth Disparity
(46:58) We’re In The Financial Repression Endgame
(50:24) Crypto’s Disappointment
(54:03) Hope For The The Youth
(57:49) Final Thoughts
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
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