This week, we discuss NVIDIA’s latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Fed’s mixed signals really imply for markets, and why global FX moves are sending quiet warnings. We also dig into the surprising forces driving crypto’s recent washout and what they may signal about the road ahead. Enjoy!
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Weekly Roundup Charts: https://drive.google.com/file/d/19pmtdWgHFQaXqjjkBeuM89VtGWCLa9qo/view?usp=sharing
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Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal.
https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance
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Timestamps:
(00:00) Introduction
(01:11) NVDA Earnings & Debt-Fueled Capex
(09:46) Rising Real Rates & Fed Pivot
(12:05) Grayscale Ad
(12:45) Private Credit Warnings
(14:18) Fed in the Dark & Midterm Setup
(19:54) Trump, Bessent & the Fed
(22:20) Hawkish Balance Sheet, Dovish Rates
(27:12) Grayscale Ad
(28:00) Currency Markets & the Carry Trade
(36:48) Bitcoin Quant Corner
(48:22) Geopolitical Implications of Bitcoin and Stablecoins
(53:52) Political Reflections
(58:54) 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.
#Macro #Investing #Markets #ForwardGuidance
In this episode, Jordi Visser joins the show to discuss how exponential technologies, shifting demographics, and rising wealth concentration are quietly reshaping the economic landscape in ways traditional macro models can’t capture. He hints at why AI, deflation, and political incentives may matter far more than the usual data releases and how Bitcoin fits into this evolving world. Enjoy!
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Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
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Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal.
https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance
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Timestamps:
(00:00) Introduction
(05:15) Why Tech is Breaking Old Macro
(12:04) Grayscale Ad
(12:41) How to Think About AI Disruptions
(19:14) Transition From FCF to Debt-Funded
(25:04) .Com Comparisons & Infinite AI Demand
(29:05) The Genesis Mission
(31:10) Grayscale Ad
(31:58) The New Reality of Today’s Markets
(36:47) Deflation vs Inflation Risks
(39:58) Mike Green’s Viral Post
(41:52) Debt Doom Loop & Curing All Diseases
(45:35) Fed Buying Corporate Bonds
(47:25) Bitcoin’s Digital Moat
(54:25) 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.
#Macro #Investing #Markets #ForwardGuidance
