Скачать или смотреть Hawkish Fed, Credit Stress & A K-Shaped America | Weekly Roundup

This week, we discuss markets wobbling as a pointless government shutdown, delayed data releases, and a hawkish Fed collide with rising credit stress, over-levered AI giants, and widening inequality. Enjoy!
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Timestamps:
00:00 Introduction
01:31 Shutdown Fallout
03:59 Hawkish Fed Speeches
07:52 AI Boom Meets Credit Stress
12:14 Grayscale Ad
12:53 AI Boom Meets Credit Stress (Con’t)
15:51 Warning Signs for Society
18:58 Hawkish Fed Pivot
21:32 Tech Bubble & Societal Risks
28:14 Grayscale Ad
29:02 Tech Bubble & Societal Risks (Con’t)
31:04 Policy Missteps & Persistent Inflation
32:00 Bitcoin, Decentralization & the Future of Money
33:10 The 2026 Acceleration Playbook
36:15 Widening Inequality & Generational Divide
44:11 Centralization, Fragility, & Systemic Risks
49:24 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.

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