Description
In this episode, the Market Radar team joins the show to discuss why markets have struggled to trend, how Market Radar’s models navigate slowdowns versus true risk-off regimes, and what growth, inflation, and liquidity signals are actually saying beneath the headlines. We also cover finding real macro signals from the noise and their predictions for 2026. Enjoy!
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Timestamps:
00:00 Introduction
03:29 Risk-Off Pivot
07:28 Unpacking System Triggers
12:26 Grayscale Ad
13:05 Regime Map: Growth vs Inflation Impulses
17:13 Inflation Expectations
23:02 Debasement & K-Shaped Economy
25:17 Finding Signal From Conflicting Inputs
32:17 Grayscale Ad
33:04 The Right Way To Think About Liquidity
40:36 2026 Rate Cut Predictions
47:46 Economic Outlook &
Being Systematic
50:49 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