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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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Follow Tyler: https://x.com/Tyler_Neville_
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Follow Forward Guidance: https://twitter.com/ForwardGuidance
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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/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) Protectist 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
In this episode, Morgan Stanley’s Head of Emerging Markets Equity Amy Oldenburg explains how her journey from tech to emerging markets led her to crypto, why mobile-first nations are fertile ground for stablecoins, how governments and banks are wrestling with this shift, and where she sees the next big opportunities across EM and innovation. Enjoy!
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Follow Amy: https://www.linkedin.com/in/amyoldenburg/
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
(04:06) How Emerging Markets Are Embracing Crypto
(06:34) Stablecoins Transforming Emerging Economies
(10:30) VanEck Ad
(11:13) Banks vs Stablecoins
(13:28) Hottest Trends Across EMs
(17:00) Innovation 3.0 in China & EMs
(17:39) VanEck Ad
(18:19) Innovation 3.0 in China & EMs
(20:41) 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
