This week, we discuss the Fed’s whiplash on December rate-cut expectations, why markets are being driven more by positioning and volatility than fundamentals, and how AI-led CapEx is masking weakness across the real economy. We also dig into the Beige Book’s warnings on employment and AI-driven layoffs, the political pressure building into 2025, and Mike Green’s viral case that the true cost of living is far higher than official statistics admit. Enjoy!

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Weekly Roundup Charts: https://drive.google.com/file/d/1DZ5AtLuZZxGT5hWw3jq2V-r_9jBgruEE/view?usp=sharing

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Timestamps:

(00:00) Introduction

(02:49) Rate Cut Odd Whipsaw

(09:48) Grayscale Ad

(10:27) Market Structure & Positioning

(15:14) Debating the AI Race

(23:59) Gameplan for Next Year

(31:31) Grayscale Ad

(32:18) 2026 Cuts & New Fed-Treasury Vision

(38:34) Gold Miners & Trading Commodities

(42:18) Oil & Energy Policy

(46:22) Mike Green & the K-Shaped Economy

(55:17) 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