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תוכן מסופק על ידי Blockworks. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Blockworks או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup

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Manage episode 456799625 series 3300108
תוכן מסופק על ידי Blockworks. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Blockworks או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

This week we discuss whether the Fed made the right decision, the post-FOMC volatility spike, and the China risk to markets. We also delve into the labor market, the 1998 framework for today’s economy, 2025 expectations, and much more. Enjoy!

Follow Danny: https://x.com/DannyDayan5

Follow Quinn: https://x.com/qthomp

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Felix: https://twitter.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp

Weekly Roundup Charts: https://drive.google.com/file/d/1DPQNetklHAXhw6bAJwRkD0qjeuE0klyk/view?usp=sharing

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork

Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com.

Meet Kraken Institutional. Whether you're an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken

Timestamps

(00:00) Introduction

(03:03) Why The Fed Did The Right Thing

(06:36) Is Inflation Rolling Over?

(12:01) Trump Policy Impact

(14:16) Explaining The Volatility Spike

(20:02) 2025 Monetary Policy Outlook

(22:02) Mapping The Market Rotation

(27:43) VIX & Market Positioning

(31:46) China Risk

(33:42) Ads

(35:36) Systematic Volatility

(37:50) China Structural Issues & Stimulus

(39:54) Bond Yields Vs Equities

(43:31) 2025 Rate Cutting Path

(46:54) Labor Market & Supply Shocks

(51:04) Economic Optimism & Lending

(52:35) Growth & Oil Outlook

(54:58) Bessent Economic Plan

(57:15) 1998 Framework

(59:55) Productive Capacity Boom

(01:03:04) End-Of-Year Thoughts

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

  continue reading

479 פרקים

Artwork
iconשתפו
 
Manage episode 456799625 series 3300108
תוכן מסופק על ידי Blockworks. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Blockworks או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

This week we discuss whether the Fed made the right decision, the post-FOMC volatility spike, and the China risk to markets. We also delve into the labor market, the 1998 framework for today’s economy, 2025 expectations, and much more. Enjoy!

Follow Danny: https://x.com/DannyDayan5

Follow Quinn: https://x.com/qthomp

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Felix: https://twitter.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp

Weekly Roundup Charts: https://drive.google.com/file/d/1DPQNetklHAXhw6bAJwRkD0qjeuE0klyk/view?usp=sharing

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork

Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com.

Meet Kraken Institutional. Whether you're an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken

Timestamps

(00:00) Introduction

(03:03) Why The Fed Did The Right Thing

(06:36) Is Inflation Rolling Over?

(12:01) Trump Policy Impact

(14:16) Explaining The Volatility Spike

(20:02) 2025 Monetary Policy Outlook

(22:02) Mapping The Market Rotation

(27:43) VIX & Market Positioning

(31:46) China Risk

(33:42) Ads

(35:36) Systematic Volatility

(37:50) China Structural Issues & Stimulus

(39:54) Bond Yields Vs Equities

(43:31) 2025 Rate Cutting Path

(46:54) Labor Market & Supply Shocks

(51:04) Economic Optimism & Lending

(52:35) Growth & Oil Outlook

(54:58) Bessent Economic Plan

(57:15) 1998 Framework

(59:55) Productive Capacity Boom

(01:03:04) End-Of-Year Thoughts

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

  continue reading

479 פרקים

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