This week, we discuss the government shutdown and market melt-up, Paul Tudor Jones’ blow off bull market call, an update to the gold trade, the AI CapEx boom and its circular financing, and Quinn’s ETH bull thesis. 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

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

—

Join us at Digital Asset Summit in London October 13-15. Use code FORWARD200 for £200 OFF

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

__

Weekly Roundup Charts: https://drive.google.com/file/d/1Quf3Gf0AY0s6xyHJMmAGZeaZr-quBame/view?usp=sharing

—

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

—

Timestamps:

(00:00) Introduction

(03:43) Government Shutdown

(05:45) Realized Vol Tailwinds

(08:43) Gearing Up for Earnings Season

(11:12) Navigating the Melt Up

(12:57) VanEck Ad

(13:42) It’s Okay to Change Your Mind

(21:27) Markets Are Political

(26:44) The Gold Trade

(34:43) VanEck Ad

(35:23) The Gold Trade

(36:36) AI is the Market

(43:53) The ETH Thesis

(51:48) Retail Market Evolution

(56:41) 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

Il miracolo economico italiano

Dentro alla storia

Outro

The AI-powered Podcast Player