Description
This week, we discuss the Fed rate cut and dovish pivot, exacerbating the K-shaped economy, why the dollar could be bottoming, and why gold helps Quinn sleep at night. We also dig into Bitcoin’s correlation to gold, the hollowing out of public markets by private credit, and more. Enjoy!
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https://www.originsummit.xyz/
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/1BX16NXlhxAHHCXiWc9o1EJ2-S20K-sZF/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
03:38 Origin Summit
04:18 Why Are We Cutting Again?
11:30 Cutting Into a Hot Economy?
13:06 VanEck Ad
13:50 Cutting Into a Hot Economy?
17:16 What’s Next for the Dollar?
21:39 Market Structure & Asset Allocation
26:47 Is the Gold Trade Still Alive?
28:28 VanEck Ad
29:13 Bitcoin vs Gold
33:52 Private vs Public Markets
48:22 Generational and Class Politics
50:50 Optimism for the Future
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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