Episode Details

This week, we unpack rising market euphoria, sector rotations and why consumers are suddenly back in focus. We also dig into Fed constraints, Japan’s endgame, Bitcoin waking up, and more. Enjoy!

—

Follow Tyler: https://x.com/Tyler_Neville_ 

Follow Quinn: https://x.com/qthomp 

Follow Felix: https://twitter.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance 

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx 

__

Weekly Roundup Charts: https://drive.google.com/file/d/1vs0cYl__KxtoSrvj2Gs9bKGQ2SedlY1g/view?usp=sharing 

—

Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal.

https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance 

—

Timestamps:

(00:00) Introduction

(02:28) Markets Too Hot & Sector Rotations

(12:17) Grayscale Ad

(12:55) Trump’s Shift To Main St.

(25:06) Fed, Rates & Tariffs

(30:06) Grayscale Ad

(30:52) CapEx & Credit Financing

(35:31) Bitcoin Catching Up To Metals

(43:19) Japan Endgame

(48:39) Final Thoughts

—

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