Forward Guidance Podcast
1) Institutional Demand for Crypto is Accelerating | Matt Hougan
In this episode, CIO of Bitwise Matt Hougan joins us live from DAS London to discuss the surging institutional demand for crypto, the accelerating growth of crypto ETFs, the impact of SEC rule changes...Show More
2) Global Liquidity Cycle & the Worldwide Rush Into Hard Assets | Weekly Roundup
This week, we’re joined by Michael Howell of CrossBorder Capital live from DAS London to break down the global liquidity cycle, the hidden recession and re-acceleration in the U.S., the impact of mone...Show More
3) Crypto's Biggest Liquidation, DAT Strategies, & The Purification Trade | Jeff Park
In this episode, CIO of ProCap Jeff Park unpacks the recent crypto market meltdown, the dangers of over-leveraging in perpetual futures, and why Bitcoin could now front-run altcoins. He also gives ins...Show More
4) The Ingredients Are in Place for a Blow-Off Top | Weekly Roundup
This week, we discuss the government shutdown and market melt-up, Paul Tudor Jones’ blow off bull market call, an update to the gold trade, the AI CapEx boom and its circular financing, and Quinn’s ET...Show More
5) The Recession Has Already Started | George Robertson
In this episode, George Robertson returns to break down why he’s turned bearish. He explains why he thinks massive fiscal tightening from tariffs and job cuts, corporate profits rolling over, and the ...Show More
6) This Bull Market Has Legs | Weekly Roundup
This week, we dig into the government shutdown, weakening labor markets, AI’s role in productivity, Michael Howell’s demographic analysis, and how fiscal and market structure dynamics set the stage fo...Show More
7) Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenburg
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 fo...Show More
8) Economic Reacceleration or Growth Scare? | Weekly Roundup
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 dolla...Show More
9) Inevitable Money Printing Will Drive A “Debt Doom Loop” | Arthur Hayes
In this episode, Co-Founder of BitMEX & CIO of Maelstrom Arthur Hayes shares his macro view on the erosion of Fed independence, inevitable money printing, and how these forces intersect with crypto ma...Show More
10) Winners & Losers After The Fed’s Dovish Pivot | Weekly Roundup
This week, we discuss the Fed rate cut and dovish pivot, exacerbating the K-shaped economy, why the dollar could be bottoming, and why gold helps Quinn sleep at night. We also dig into Bitcoin’s corre...Show More