Description
This week, we discuss NVIDIA’s latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Fed’s mixed signals really imply for markets, and why global FX moves are sending quiet warnings. We also dig into the surprising forces driving crypto’s recent washout and what they may signal about the road ahead. Enjoy!
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Weekly Roundup Charts: https://drive.google.com/file/d/19pmtdWgHFQaXqjjkBeuM89VtGWCLa9qo/view?usp=sharing
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Timestamps:
00:00 Introduction
01:11 NVDA Earnings & Debt-Fueled Capex
09:46 Rising Real Rates & Fed Pivot
12:05 Grayscale Ad
12:45 Private Credit Warnings
14:18 Fed in the Dark & Midterm Setup
19:54 Trump, Bessent & the Fed
22:20 Hawkish Balance Sheet, Dovish Rates
27:12 Grayscale Ad
28:00 Currency Markets & the Carry Trade
36:48 Bitcoin Quant Corner
48:22 Geopolitical Implications of Bitcoin and Stablecoins
53:52 Political Reflections
58:54 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