Description
This week, we discuss why the economy feels strong on paper but fragile underneath, from debt-fueled spending and AI-driven growth to rising concentration and growing policy distortions. We also explore where the pressure is really building, the metals trade, and what could break next as 2026 approaches. Enjoy!
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Weekly Roundup Charts: https://drive.google.com/file/d/1BhzyBXj0Qt7LhUlDrb1MYor_iLLP-LQP/view?usp=sharing
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Timestamps:
00:00 Introduction
04:21 Consumer Spending & K-Economy
09:50 Labor, Small Businesses & the Macro Endgame
16:01 Grayscale Ad
16:39 Market Concentration & CapEx Cycle
23:47 AI Cycle Stage & Race with China
27:44 The Metals Trade
32:14 Grayscale Ad
33:01 Canada’s Big Pivot
37:41 New Fed Chair & Rates
44:10 Vol Dynamics & What to Own
50:33 Centralization & The Race to Zero
55:00 2026 Fed Games
57:59 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