The Fed Is Irrelevant While CapEx Runs The Economy | Weekly Roundup

Markets feel stable on the surface, but conflicting forces are building around Fed uncertainty, AI-driven growth, and structural imbalances that may not coexist for long.

This week, we break down break down the Warsh hearing and concerns over Fed credibility to a potential re-industrialization and what’s actually driving resilience in the economy.

We also explore AI-driven capex as the true growth engine, labor and credit dynamics, geopolitical pressures, dollar dominance, and the growing tension between asset inflation and societal change. Enjoy!

TIMESTAMPS:

00:00 Intro

04:49 Kevin Warsh Hearing

13:11 Oil Shock Meets Strong Data

16:51 Ads (Fidelity Crypto)

17:15 AI Capex Boom

24:02 Data Centers Remake Economy

33:25 Ads (Fidelity Crypto)

34:12 Church Beats OnlyFans

47:04 Dollar Dominance Surges

51:47 Dollar Wrecking Ball

57:58 ESG Trade Dies

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RESOURCES

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SPONSORS

› FIDELITY CRYPTO

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Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.