Description
This week, we discuss the government shutdown and market melt-up, Paul Tudor Jones’ blow off bull market call, an update to the gold trade, the AI CapEx boom and its circular financing, and Quinn’s ETH bull thesis. Enjoy!
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Join us at Digital Asset Summit in London October 13-15. Use code FORWARD200 for £200 OFF
https://blockworks.co/event/digital-asset-summit-2025-london
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Weekly Roundup Charts: https://drive.google.com/file/d/1Quf3Gf0AY0s6xyHJMmAGZeaZr-quBame/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
03:43 Government Shutdown
05:45 Realized Vol Tailwinds
08:43 Gearing Up for Earnings Season
11:12 Navigating the Melt Up
12:57 VanEck Ad
13:42 It’s Okay to Change Your Mind
21:27 Markets Are Political
26:44 The Gold Trade
34:43 VanEck Ad
35:23 The Gold Trade
36:36 AI is the Market
43:53 The ETH Thesis
51:48 Retail Market Evolution
56:41 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