This week, we discuss markets wobbling as a pointless government shutdown, delayed data releases, and a hawkish Fed collide with rising credit stress, over-levered AI giants, and widening inequality. Enjoy!
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Timestamps:
(00:00) Introduction
(01:31) Shutdown Fallout
(03:59) Hawkish Fed Speeches
(07:52) AI Boom Meets Credit Stress
(12:14) Grayscale Ad
(12:53) AI Boom Meets Credit Stress (Con’t)
(15:51) Warning Signs for Society
(18:58) Hawkish Fed Pivot
(21:32) Tech Bubble & Societal Risks
(28:14) Grayscale Ad
(29:02) Tech Bubble & Societal Risks (Con’t)
(31:04) Policy Missteps & Persistent Inflation
(32:00) Bitcoin, Decentralization & the Future of Money
(33:10) The 2026 Acceleration Playbook
(36:15) Widening Inequality & Generational Divide
(44:11) Centralization, Fragility, & Systemic Risks
(49:24) 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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