This week, we discuss the biggest risks to the economy, whether Mag7 is a bubble, surprisingly strong consumer data, the increasingly noisy housing and labor markets, risks around Fed policy and dollar liquidity, and why gold has been a cleaner macro hedge than Bitcoin. Enjoy!

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https://blockworks.co/event/digital-asset-summit-2025-london

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Weekly Roundup Charts: https://drive.google.com/file/d/1CN8SRsPqdupjrs27C0k1PDRfvGLf8kS6/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

(03:23) DAS London

(04:29) Macro Outlook

(06:17) Strong GDP Numbers

(07:38) Understanding the New Economy

(13:02) VanEck Ad

(13:46) The Housing Market

(19:25) Biggest Risks to the Economy

(27:36) Market Structure Update

(29:06) VanEck Ad

(29:47) Market Structure Update

(33:24) Is Mag7 a Bubble?

(39:16) Inflation is the Plan & Problem

(43:42) The Poison of Financialization

(45:48) Breaking a Broken System

(50:15) Gold Pump vs Crypto Slump

(55:11) Protectionist Policies & the Dollar

(01:05:50) 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

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