This week, we discuss NVIDIA’s latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Fed’s mixed signals really imply for markets, and why global FX moves are sending quiet warnings. We also dig into the surprising forces driving crypto’s recent washout and what they may signal about the road ahead. Enjoy!
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Weekly Roundup Charts: https://drive.google.com/file/d/19pmtdWgHFQaXqjjkBeuM89VtGWCLa9qo/view?usp=sharing
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Timestamps:
(00:00) Introduction
(01:11) NVDA Earnings & Debt-Fueled Capex
(09:46) Rising Real Rates & Fed Pivot
(12:05) Grayscale Ad
(12:45) Private Credit Warnings
(14:18) Fed in the Dark & Midterm Setup
(19:54) Trump, Bessent & the Fed
(22:20) Hawkish Balance Sheet, Dovish Rates
(27:12) Grayscale Ad
(28:00) Currency Markets & the Carry Trade
(36:48) Bitcoin Quant Corner
(48:22) Geopolitical Implications of Bitcoin and Stablecoins
(53:52) Political Reflections
(58:54) 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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