Description
This week, Brent Johnson joins us to break down the latest CPI & PPI data, the potential for September rate cuts, and why he thinks we’re ripe for a 10–15% correction. We also unpack Trump’s political strategy toward Powell, Brent’s dollar milkshake theory, and AI’s long-term impact on productivity, inflation, and the next generation. Enjoy!
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Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF
https://blockworks.co/event/digital-asset-summit-2025-london
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Weekly Roundup Charts: https://drive.google.com/file/d/1HpY5-OGzqa3t0tVz1a-2RnUXCI6BbZU5/view?usp=sharing
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This Forward Guidance episode is brought to you by VanEck.
Learn more about the VanEck Semiconductor ETF (SMH):
http://vaneck.com/SMHFelix
Learn more about the VanEck Fabless Semiconductor ETF (SMHX):
vaneck.com/SMHXFelix
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Timestamps:
00:00 Introduction
04:28 Inflation Heating Up?
07:45 Brent's Macro Outlook
12:08 VanEck Ad
12:53 Should the Fed Cut?
16:01 Time for a Correction?
28:58 VanEck Ad
29:38 Dampening of Animal Spirits
33:29 Going Full Ponzi?
37:15 The Imperial Circle
41:31 Is the Dollar Milkshake Still Intact?
48:45 Gold & Gold Miners
51:13 Bifurcated Economy
55:29 AI Boom Bearing Fruit?
58:41 What Does Trump Really Want?
01:01:20 The Younger Generation Is Screwed
01:04:12 Stablecoins & the US Empire
01:07:06 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