Description
This week, we discuss the Fed meeting, including the end of quantitative tightening and the impact of its balance sheet plans. We also dig into how market structure imbalances and political polarization are reshaping markets, the “financial Hunger Games” of meme-driven trading, rising CapEx from AI megacaps, and the centralization of wealth and power across institutions. Enjoy!
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Weekly Roundup Charts: https://drive.google.com/file/d/1E5w8fmngVNuC4lyl-PCV5qAPewW_lyKm/view?usp=sharing
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Timestamps:
00:00 Introduction
02:05 Private-Public Market Divergence
05:08 Fed Meeting Takeaways
11:17 Grayscale Ad
11:56 Market Structure Rabbit Hole
17:26 The Bifurcating Economy
23:01 Fed Balance Sheet Changes
27:40 Impact on Markets
31:27 Grayscale Ad
32:15 High-Yield Earnings & Market Concentration
37:51 BigTech Capex Transition
42:19 The Dystopian AI Future
45:53 Why is Bitcoin Dumping?
48:37 The Market is a Casino
51:28 Realigning Market Incentives
55:06 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