January 30, 2026

The Fed Is Background Noise While Markets Reprice Reality | Weekly Roundup

1 hour 1 minute

This week, we discuss a sleepy Fed meeting, why policy signals feel increasingly irrelevant, and what’s really driving the generational metals squeeze. We also dig into AI capex killing buybacks, market structure cracks, the future composition of the Fed, and where traders are finding opportunity as correlations break down. Enjoy!

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Weekly Roundup Charts: https://drive.google.com/file/d/1sQtOng_nDsqMoXpP7XGVycaxI82Ugp_2/view?usp=sharing

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Timestamps:

00:00 Intro

02:48 Fed Meeting Recap

08:30 Metals Squeeze

15:25 Ads (Grayscale)

16:05 Cyclical Re-acceleration And Massive Rotation

23:00 Productivity Boom And AI CapEx Killing Buybacks

29:46 Ads (Grayscale, Coinbase)

31:18 Can You Justify U.S. Multiples?

38:22 Market Structure And Risks Brewing

48:33 Market Dispersion And The Next Trade

54:18 Crypto And Competing Frontier Ideas

56:46 Inflation And New Fed Chair

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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

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