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This week, joined by Hunter Hopcroft to unpack the era of hyper-financialization and how credit creation, passive investing, and globalization have reshaped capitalism and market structure. We also dive into current volatility spikes, liquidity distortions, gold’s surge, and the setup for a year-end rally. Enjoy!
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Follow Hunter: https://www.lewisenterprises.blog/
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Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
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Weekly Roundup Charts: https://drive.google.com/file/d/1t3LM4r8zRfHUIQxNqoPwrd7SFXsbqZo8/view?usp=sharing
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Timestamps:
(00:00) Introduction
(01:05) Hunter Hopcroft
(03:57) The Old Market Structure
(07:39) The Line Between Debt & Equity
(09:53) The Financialization Model
(18:15) Crowding Out the Private Sector
(23:23) Signal from Credit Spreads
(27:38) The Effect of Passive & Private Credit
(29:57) Market Structure Endgame
(34:04) The Government & Markets
(39:07) Learn More About Hunter
(39:47) Hunter Takeaways
(43:18) Quant Corner
(50:17) Plumbing Breakdown
(53:31) Gold’s Parabolic Run
(55:02) Markets After OI Blowouts
(57:02) Reasons to be Bullish
(59:55) Crypto & US-China Meeting
(1:04:09) Boomer Retirement Complex
(1:06:22) Something Has to Change
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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, Lyn Alden joins the show to explain how tariffs “slow the train but don’t stop it,” why the Fed’s rate hikes are disconnected from the true inflation source, and how Fed balance sheet expansion is returning. We also discuss the labor cracks, the hidden redistribution of interest income to wealthy savers, and the next phase of the debasement trade. Enjoy!
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Follow Lyn: https://x.com/LynAldenContact
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
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Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal.
https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance
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Timestamps:
(00:00) Introduction
(01:35) Tariffs & the Fiscal Outlook
(09:13) The Flow of Interest Payments
(12:49) Grayscale Ad
(13:27) Government Shutdown Impact
(15:36) Fiscally-Dominant Economies
(19:51) Measuring Economic Weakness
(22:49) The State of the Labor Market
(26:09) Grayscale Ad
(26:56) Should the Fed Cut?
(30:56) How We Fight Inflation
(34:18) The Fed Balance Sheet
(41:20) Past vs Present Funding Constraints
(45:06) Fed Balance Sheet & Liquidity
(48:43) Active Treasury Issuance
(51:20) The Fed & Bank Liquidity
(53:03) The Debasement Trade
(57:54) 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.
#Macro #Investing #Markets #ForwardGuidance
