Show Notes
This week, we're back to discuss whether the economy is entering an AI driven productivity boom and what that means for markets. We deep dive into whether the Fed should actually be hiking rates, growing signs of consumer weakness, how we're thinking about positioning in this environment and more. Enjoy!
--
Timestamps:
(00:00) Introduction
(01:22) Should The Fed Be Hiking Rates?
(07:53) The AI Productivity Boom
(14:28) An Update On Market Structure
(18:28) The Consumer Is Struggling
(36:21) How To Trade This Market
--
FOLLOW THE SHOW
› Forward Guidance – https://x.com/ForwardGuidance
› Felix – https://x.com/fejau_inc
› Quinn – https://x.com/qthomp
› Tyler – https://x.com/Tyler_Neville
› Telegram – https://t.me/+CAoZQpC-i6BjYTEx
› Blockworks – https://x.com/Blockworks
--
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.
More from Forward Guidance
Can anything stop oil's run when the SPR is already drained?
Is crypto finally rewarding the investors who do the work?
Is the AI trade now the only thing standing between the economy and a slowdown?
Are onchain markets about to become the default way the world trades?
Can policymakers keep the AI boom alive without squeezing the rest of the economy?