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This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed will have room to cut 50bps in September while stagflation rears its head, the potential implications if tariffs are overturned, and whether it’s time to be concerned about liquidity and Fed plumbing. Ultimately, everything leads us to one asset. Enjoy!
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Follow Quinn: https://x.com/qthomp
Follow Felix: https://twitter.com/fejau_inc
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Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
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Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for 100 OFF
https://blockworks.co/event/digital-asset-summit-2025-london
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Weekly Roundup Charts: https://drive.google.com/file/d/1LyoebYlP0p27AqN4mQKVMH6PuYFi9T73/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
(02:07) Tyler Back to School
(02:48) DAS London
(04:24) Big Labor Market Week
(09:29) NFP Downside Surprise
(11:11) VanEck Ad
(11:57) NFP Downside Surprise
(14:04) September Cut Odds
(17:28) Bulled Up on Gold
(22:59) VanEck Ad
(24:21) Will Tariffs Get Overruled?
(28:35) Fed Plumbing Concerns
(36:39) Read on the Dollar
(39:25) Macro Recap
(41:34) 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
In this episode, Founders of Atlas Merchant Capital Bob Diamond and David Schamis discuss their journey from traditional finance to digital assets. They discuss Hyperliquid’s explosive growth, permissionless financial rails, and the innovation of perpetual swaps. We also cover the unique token model with daily buybacks, how Atlas is bringing access to U.S. investors through a new treasury vehicle, and the broader macro backdrop of debt, stablecoins, and institutional adoption of blockchain. Enjoy!
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Follow Bob: https://x.com/rediamondjr
Follow David: https://x.com/dschamis
Follow Felix: https://x.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 FORWARD100 for 100 OFF
https://blockworks.co/event/digital-asset-summit-2025-london
__
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
(02:54) Backgrounds: Skeptics to Believers
(09:14) Hyperliquid Innovations
(15:19) VanEck Ad
(16:07) The Case for Perps
(18:49) Blockchain Benefits
(21:43) Public vs Private Blockchains
(24:36) Atlas Value Proposition
(33:06) VanEck Ad
(33:47) Real Cash Flow & Valuation
(36:37) Turning Point for Finance?
(40:16) US Debt & Stablecoins
(44:07) 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
