Forward Guidance

Deficits Are Forcing the Fed Back Into Expansion | Lyn Alden

How Financialization Broke Markets & Hollowed Out America | Weekly Roundup

Institutional Demand for Crypto is Accelerating | Matt Hougan

Global Liquidity Cycle & the Worldwide Rush Into Hard Assets | Weekly Roundup

In this episode of the Forward Guidance podcast, Felix hosts Quinn Thompson and Michael Howell to discuss macroeconomics and crypto. Michael Howell shares his framework for understanding global liquidity, noting that markets are driven by money flow rather than textbooks and that we are in a strong up wave but nearing ...

Crypto's Biggest Liquidation, DAT Strategies, & The Purification Trade | Jeff Park

LIVE from Digital Asset Summit

The Ingredients Are in Place for a Blow-Off Top | Weekly Roundup

The Recession Has Already Started | George Robertson

This Bull Market Has Legs | Weekly Roundup

Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenburg

When Will Mag7 Mania Finally Collapse?

Economic Reacceleration or Growth Scare? | Weekly Roundup

Will AI Trigger Redistribution or Runaway Money Printing?

Inevitable Money Printing Will Drive A “Debt Doom Loop” | Arthur Hayes

Winners & Losers After The Fed’s Dovish Pivot | Weekly Roundup

The Energy War Rewriting the World Order

Energy & Trade Wars Are Rewriting the World Order | Helen Thompson

How 10 People Built the Fastest-Growing Crypto Exchange

The Data Is Screaming Two-Speed Economy | Weekly Roundup

Former Barclays CEO’s Big Bet on Hyperliquid’s Explosive Growth |  Bob Diamond & David Schamis