This week, we're back with another weekly roundup to discuss the unwinding of the U.S Dollar & it's impact on markets. We deep dive into this weeks economic data, rising geopolitical conflict, the global fiscal supercycle & more. Enjoy!

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Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv

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Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information.

Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks

Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding.

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Timestamps:

(00:00) Introduction

(04:10) The Market Is Fading Geopolitical Conflict

(11:42) Ads (Aptos, Arkham)

(12:52) Takeaways From Economic Data

(16:33) The U.S Debt Refinancing Cycle

(21:42) How To Stop The Long End Sell-Off

(29:08) The Unwinding Of The U.S. Dollar Trade

(35:13) The Weimarification Of U.S Markets

(38:19) The Global Fiscal Supercycle

(41:02) Will A.I Bail Us Out?

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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.

Robert Thurman

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