ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Commodities & Cyclicals Are 2026’s Mega-Cap Tech | Weekly Roundup"
Episode Synopsis
This week, we discuss an insanely busy news cycle from geopolitics to surging metals and commodities, AI CapEx bottlenecks, and the SCOTUS tariff ruling. We also dig into the mega-cap rotation, political moves for midterms, and signs of economic re-acceleration shaping markets in 2026. Enjoy!
—
Follow Tyler: https://x.com/Tyler_Neville_
Follow Quinn: https://x.com/qthomp
Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
__
Weekly Roundup Charts: https://drive.google.com/file/d/1lp3pWEKx9j0ZHK4ci7Idq3AUfoGLL5O1/view?usp=sharing
—
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
—
Timestamps:
(00:00) Introduction
(03:03) Geopolitics, Reacceleration & The Metals Trade
(07:52) Yield Curve Steepening
(09:22) GDPNow & The Trade Deficit
(13:42) Grayscale Ad
(14:24) Economic Reacceleration
(16:22) Market Rotation & K-Reversal
(18:53) Stock-Bond Correlation Comeback?
(20:40) The New G2 World
(22:56) Who’s Buying Bonds?
(26:50) Grayscale Ad
(27:40) Small Cap & Metals Rotation
(30:43) Tech & Trading The CapEx Cycle
(37:26) SCOTUS Tariff Ruling
(43:23) Making Moves For Midterms
(46:34) Short Mag7 & Follow The Government
(49:13) Commodities and Metals
(51:02) Final Thoughts
—
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
—
Follow Tyler: https://x.com/Tyler_Neville_
Follow Quinn: https://x.com/qthomp
Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
__
Weekly Roundup Charts: https://drive.google.com/file/d/1lp3pWEKx9j0ZHK4ci7Idq3AUfoGLL5O1/view?usp=sharing
—
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
—
Timestamps:
(00:00) Introduction
(03:03) Geopolitics, Reacceleration & The Metals Trade
(07:52) Yield Curve Steepening
(09:22) GDPNow & The Trade Deficit
(13:42) Grayscale Ad
(14:24) Economic Reacceleration
(16:22) Market Rotation & K-Reversal
(18:53) Stock-Bond Correlation Comeback?
(20:40) The New G2 World
(22:56) Who’s Buying Bonds?
(26:50) Grayscale Ad
(27:40) Small Cap & Metals Rotation
(30:43) Tech & Trading The CapEx Cycle
(37:26) SCOTUS Tariff Ruling
(43:23) Making Moves For Midterms
(46:34) Short Mag7 & Follow The Government
(49:13) Commodities and Metals
(51:02) Final Thoughts
—
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 God we trust