This week, we discuss the Fed meeting, including the end of quantitative tightening and the impact of its balance sheet plans. We also dig into how market structure imbalances and political polarization are reshaping markets, the “financial Hunger Games” of meme-driven trading, rising CapEx from AI megacaps, and the centralization of wealth and power across institutions. Enjoy!

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Timestamps:

(00:00) Introduction

(02:05) Private-Public Market Divergence

(05:08) Fed Meeting Takeaways

(11:17) Grayscale Ad

(11:56) Market Structure Rabbit Hole

(17:26) The Bifurcating Economy

(23:01) Fed Balance Sheet Changes

(27:40) Impact on Markets

(31:27) Grayscale Ad

(32:15) High-Yield Earnings & Market Concentration

(37:51) BigTech Capex Transition

(42:19) The Dystopian AI Future

(45:53) Why is Bitcoin Dumping?

(48:37) The Market is a Casino

(51:28) Realigning Market Incentives

(55:06) 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

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