Forward Guidance

America’s Two-Tier Economy Is Breaking Down | Weekly Roundup

The Next Chapter For Blockworks | Empire

The Fed's Hawkish Cut & The Financial Hunger Games | Weekly Roundup

Deficits Are Forcing the Fed Back Into Expansion | Lyn Alden

How Financialization Broke Markets & Hollowed Out America | Weekly Roundup

In this episode of Forward Guidance, Felix welcomes Hunter Hopcroft to discuss the financialization of markets and the economy, including the shift from equity to private debt markets. Tyler joins the conversation, praising Hunter's insights and delving into historical market structures, the decoupling of growth and in...

Institutional Demand for Crypto is Accelerating | Matt Hougan

The podcast features a discussion on the institutional demand for crypto, particularly focusing on the potential acceleration of ETF flows and the impact of altcoin ETFs like Solana. The conversation covers the evolution of ETF structures, including the shift to in-kind creations, and the implications of generic listin...

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, global liquidity, and crypto. Michael Howell shares his framework for understanding global liquidity, noting that markets are driven by money flow rather than traditional economic indicators. The co...

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

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

In this episode of Forward Guidance, Felix, Quinn, and Tyler analyze the current market conditions, focusing on the impact of the government shutdown and the Federal Reserve's policies. They discuss the potential for a market melt-up, driven by low volatility and systematic buying, while also considering the risks asso...

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

Economic Reacceleration or Growth Scare? | Weekly Roundup

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

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

In this episode of Forward Guidance, Felix, Quinn, and Tyler analyze the recent Fed meeting, highlighting the unexpected dovish pivot despite strong economic indicators. They discuss the implications of potential rate cuts, the strength of the labor market, and the surprising resilience of retail sales. The conversatio...

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

The Data Is Screaming Two-Speed Economy | Weekly Roundup

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

The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup

Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk