This week, Brent Johnson joins us to break down the latest CPI & PPI data, the potential for September rate cuts, and why he thinks we’re ripe for a 10–15% correction. We also unpack Trump’s political strategy toward Powell, Brent’s dollar milkshake theory, and AI’s long-term impact on productivity, inflation, and the next generation. Enjoy!
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Weekly Roundup Charts: https://drive.google.com/file/d/1HpY5-OGzqa3t0tVz1a-2RnUXCI6BbZU5/view?usp=sharing
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This Forward Guidance episode is brought to you by VanEck.
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Timestamps:
(00:00) Introduction
(04:28) Inflation Heating Up?
(07:45) Brent's Macro Outlook
(12:08) VanEck Ad
(12:53) Should the Fed Cut?
(16:01) Time for a Correction?
(28:58) VanEck Ad
(29:38) Dampening of Animal Spirits
(33:29) Going Full Ponzi?
(37:15) The Imperial Circle
(41:31) Is the Dollar Milkshake Still Intact?
(48:45) Gold & Gold Miners
(51:13) Bifurcated Economy
(55:29) AI Boom Bearing Fruit?
(58:41) What Does Trump Really Want?
(01:01:20) The Younger Generation Is Screwed
(01:04:12) Stablecoins & the US Empire
(01:07:06) 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.
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