View Transcript
Episode Description
Treasury is quietly taking control of financial conditions and the market implications could trigger a new wave in the debasement trade.
This week, Felix and Quinn unpack Treasury’s accelerating intervention in long-term yields and why it could reignite the rotation into hard assets as policymakers suppress yields and tolerate inflation.
We explore inflation, dollar weakness, AI financing, oil's ongoing supply shock, and where capital likely rotates next. Enjoy!
TIMESTAMPS:
00:00 Intro
03:17 Treasury Buybacks Change The Game
12:53 Is This Fiscal Operation Twist?
19:17 Where Does The Debasement Trade Go?
24:18 How Long Can They Goose Markets?
29:08 Can The Fed Stay Hawkish?
33:39 When Should You Buy Inflation Protection?
37:58 Is Debt Monetization Next?
41:25 Where Should Investors Hide?
46:12 What Comes After The AI Boom?
51:58 Final Thoughts
FOLLOW THE SHOW
› Forward Guidance – https://x.com/ForwardGuidance
› Felix – https://x.com/fejau_inc
› Quinn – https://x.com/qthomp
› Telegram – https://t.me/+CAoZQpC-i6BjYTEx
› Blockworks – https://x.com/Blockworks
RESOURCES
› Weekly Roundup Charts – https://drive.google.com/file/d/1dCi1wentet0JRlYXC_OX0s2QIm1qXvIW/view?usp=sharing
EVENTS
› Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th
DISCLAIMER
Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.