Forward Guidance

1. Long Gold And Short Semis Into Year-End? | Weekly Roundup

   6 de noviembre de 202648 minA continuación

   Is the AI trade officially dead and where can investors hide while we wait and see? This week, we’re joined by Tony Greer to unpack the semiconductor selloff and the trades taking shape into year end. We also …

   Notas del episodio

   Is the AI trade officially dead and where can investors hide while we wait and see?

   
   

   This week, we’re joined by Tony Greer to unpack the semiconductor selloff and the trades taking shape into year end.

   
   

   We also discuss gold’s resilience, a potential bond bottom, the Fed’s next move, and why homebuilders deserve attention. Enjoy!

   
   

   TIMESTAMPS:

   00:00 Tony Shows Up, Markets Fall Apart

   04:29 Did The Midterms Break The Market?

   07:48 The Trades Working Right Now

   12:24 Fidelity, Blockworks MCP, DAS London

   14:05 Is 2018 Happening Again?

   17:38 The AI Bubble Starts Bursting

   21:20 Can Gold And Bitcoin Survive?

   24:53 Is A Liquidation Cascade Coming?

   27:45 Fidelity, Blockworks MCP, DAS London

   29:33 Can The Fed Really Hike?

   32:12 The AI IPO Frenzy Unravels

   37:34 The Best Trades Into Year-End

   39:56 How To Trade A Moving Market

   
   

   FOLLOW

   › Tony – https://x.com/TgMacro

   › TG Macro Conference – https://tgmacro.com/conference/

   › Forward Guidance – https://x.com/ForwardGuidance

   › Felix – https://x.com/fejau_inc

   › Quinn – https://x.com/qthomp

   › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

   › Blockworks – https://x.com/Blockworks

   
   

   SPONSORS

   › Fidelity Crypto was built in-house with over a dozen years of crypto experience. So you can trade crypto and stocks in one place at Fidelity, backed by industry-leading security. Fidelity Crypto. We're here to help you feel good about investing in crypto. Crypto is offered by Fidelity Digital Assets, NA, is not insured by FDIC or SIPC and includes risk of significant loss. Securities offered by Fidelity Brokerage Services,LLC. Member NYSE, SIPC.

   http://fidelity.com/crypto

   
   

   TOOLS

   › Blockworks MCP: Our data, your agents

   https://blockworks.com/insights/introducing-the-blockworks-mcp-our-data-your-agents

   
   

   › Blockworks Unified API

   https://blockworks.com/insights/introducing-the-blockworks-unified-api

   
   

   › Blockworks Agentic Detection:

   https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era

   
   

   EVENTS

   › Join us at Digital Asset Summit London Nov 10-11

   https://blockworks.com/events

   
   

   DISCLAIMER

   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.

2. Is The AI Selloff A Buying Opportunity? | Warren Pies

   4 de noviembre de 202653 minA continuación

   Is the AI trade busting or is the market just catching its breath? This week, Warren Pies of 3Fourteen Research joins us to explain why he took equity risk off while still believing the AI build-out has room to …

   Notas del episodio

   Is the AI trade busting or is the market just catching its breath?

   
   

   This week, Warren Pies of 3Fourteen Research joins us to explain why he took equity risk off while still believing the AI build-out has room to run.

   
   

   We also explore financials vs. staples flashing caution, why Fed hikes are the biggest risk to AI, and how the Iran blockade and diesel cracks are reshaping oil. Enjoy!

   
   

   TIMESTAMPS:

   00:00 Warren Pies, Founder of 3Fourteen Research

   04:23 Financials vs. Staples Flash Caution

   08:35 Finding Signal in Noisy Markets

   12:32 Fidelity, DAS London

   13:43 Is the AI Trade Still Intact?

   20:04 Who Finances the AI Build-Out?

   26:18 Fidelity, DAS London

   27:35 The Fed vs. the Investment Boom

   32:04 Debt Issuance and CoreWeave's Bonds

   35:12 Will the Fed Protect the AI Race?

   37:51 How Fragile Is the Rest of the Economy?

   39:44 Iran, the Blockade and Oil

   44:55 Durable Changes to the Oil Landscape

   48:15 What Fixes Blown-Out Diesel Cracks?

   
   

   FOLLOW WARREN

   › Warren – https://x.com/WarrenPies

   › 3Fourteen – https://www.3fourteenresearch.com/

   
   

   FOLLOW THE SHOW

   › Forward Guidance – https://x.com/ForwardGuidance

   › Felix – https://x.com/fejau_inc

   › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

   › Blockworks – https://x.com/Blockworks

   
   

   SPONSORS

   › Fidelity Crypto was built in-house with over a dozen years of crypto experience. So you can trade crypto and stocks in one place at Fidelity, backed by industry-leading security. Fidelity Crypto. We're here to help you feel good about investing in crypto. Crypto is offered by Fidelity Digital Assets, NA, is not insured by FDIC or SIPC and includes risk of significant loss. Securities offered by Fidelity Brokerage Services,LLC. Member NYSE, SIPC.

   http://fidelity.com/crypto

   
   

   RESOURCES

   › Learn more about Blockworks Agentic Detection:

   https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era

   
   

   › Start building with the Blockworks Unified API

   https://blockworks.com/insights/introducing-the-blockworks-unified-api

   
   

   EVENTS

   › Join us at Digital Asset Summit London Nov 10-11

   https://blockworks.com/events

   
   

   DISCLAIMER

   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.

3. The Fed Is A Sideshow While The AI Trade Implodes | Weekly Roundup

   31 de octubre de 202659 minA continuación

   The AI trade is cracking and the Fed is too boxed in to help. This week, Felix and Quinn weigh what a fracturing AI story and stalled monetary policy mean for markets heading into year end. We explore gold …

   Notas del episodio

   The AI trade is cracking and the Fed is too boxed in to help.

   
   

   This week, Felix and Quinn weigh what a fracturing AI story and stalled monetary policy mean for markets heading into year end.

   
   

   We explore gold breaking to new lows, implied correlations spiking, Lagarde's exit and Europe's hike pricing, Big Tech capex cuts, and why oil is ripping into the midterms. Enjoy!

   
   

   TIMESTAMPS:

   00:00 Brewers Win the World Series

   02:39 Fed Holds With Two Hawkish Dissents

   08:46 Lagarde Exits as Central Banks Hike

   12:46 Fidelity / DAS London

   13:58 Gold Slides Below $3,900

   19:16 Is the AI Trade Fracturing?

   29:29 Fidelity / DAS London

   30:46 What Oil Teaches Us About AI

   39:46 Midterms, War and Oil Supply

   44:32 Inflation, Populism and Unrest

   51:05 Polymarket Missed Brazil's Election

   53:43 Inside the $6.36B Binance Hack

   57:37 Gold, Bitcoin and DAS London

   
   

   FOLLOW THE SHOW

   › Forward Guidance – https://x.com/ForwardGuidance

   › Felix – https://x.com/fejau_inc

   › Quinn – https://x.com/qthomp

   › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

   › Blockworks – https://x.com/Blockworks

   
   

   SPONSORS

   › Fidelity Crypto was built in-house with over a dozen years of crypto experience. So you can trade crypto and stocks in one place at Fidelity, backed by industry-leading security. Fidelity Crypto. We're here to help you feel good about investing in crypto. Crypto is offered by Fidelity Digital Assets, NA, is not insured by FDIC or SIPC and includes risk of significant loss. Securities offered by Fidelity Brokerage Services,LLC. Member NYSE, SIPC.

   http://fidelity.com/crypto

   
   

   RESOURCES

   › Weekly Roundup Charts – https://drive.google.com/file/d/1AkjPKMl-PBMxKBU96-LUgBw0N8DBr4nn/view?usp=sharing

   
   

   › Learn more about Blockworks Agentic Detection:

   https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era

   
   

   › Start building with the Blockworks Unified API

   https://blockworks.com/insights/introducing-the-blockworks-unified-api

   
   

   EVENTS

   › Join us at Digital Asset Summit London Nov 10-11

   https://blockworks.com/events

   
   

   DISCLAIMER

   Nothing said on Forward Guidance is a. recommendation tobuy 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.

4. The Only Way Out Is Through | Weekly Roundup

   23 de octubre de 202657 minA continuación

   Can anything stop oil's run when the SPR is already drained? This week, we dig into why the oil squeeze is becoming structural, not just a Strait of Hormuz story. We explore the oil curve trade, the Brent–WTI …

   Notas del episodio

   Can anything stop oil's run when the SPR is already drained?

   
   

   This week, we dig into why the oil squeeze is becoming structural, not just a Strait of Hormuz story.

   
   

   We explore the oil curve trade, the Brent–WTI gap, tightening financial conditions, and crypto's slow bottoming process. Enjoy!

   
   

   TIMESTAMPS:

   00:00 Markets In Turmoil, Round Two

   01:25 Bonds Rip As The Nasdaq Drops 3%

   02:29 Oil And Bonds Break Up

   05:23 Why Nobody Wants The Oil Bull Case

   09:45 Reading The Oil Curve

   12:38 Ads (Fidelity, DAS London)

   13:50 Brent–WTI Gap Hits Wartime Highs

   16:33 Diesel, Cracks & Maxed-Out Refineries

   20:30 The Only Way Out Is Through

   23:13 AI Capex Doubts Meet Tighter Conditions

   29:18 Ads (Fidelity, DAS London)

   30:36 Midterms, Iran & No Plan

   36:07 No SPR Left To Cap Prices

   39:56 Do Shipping Costs Cap Oil?

   44:19 Is Crypto Bottoming?

   54:06 The Midterms Risk For Crypto

   
   

   FOLLOW THE SHOW

   › Forward Guidance – https://x.com/ForwardGuidance

   › Felix – https://x.com/fejau_inc

   › Quinn – https://x.com/qthomp

   › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

   › Blockworks – https://x.com/Blockworks

   
   

   SPONSORS

   › Fidelity Crypto was built in-house with over a dozen years of crypto experience. So you can trade crypto and stocks in one place at Fidelity, backed by industry-leading security. Fidelity Crypto. We're here to help you feel good about investing in crypto. Crypto is offered by Fidelity Digital Assets, NA, is not insured by FDIC or SIPC and includes risk of significant loss. Securities offered by Fidelity Brokerage Services,LLC. Member NYSE, SIPC.

   http://fidelity.com/crypto

   
   

   RESOURCES

   › Weekly Roundup Charts – https://drive.google.com/file/d/1Tnu1D0x02EGLR6qtWjttOj6iDTp-jOLw/view?usp=sharing

   
   

   › Learn more about Blockworks Agentic Detection:

   https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era

   
   

   › Start building with the Blockworks Unified API

   https://blockworks.com/insights/introducing-the-blockworks-unified-api

   
   

   EVENTS

   › Join us at Digital Asset Summit London Nov 10-11

   https://blockworks.com/events

   
   

   DISCLAIMER

   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.

5. Where Is The Crypto Alpha Hiding This Cycle?

   20 de octubre de 202633 minA continuación

   Is crypto finally rewarding the investors who do the work? This week, we sit down with three top allocators at DAS Singapore to unpack where the real alpha lives in an early, uneven bull market. We explore …

   Notas del episodio

   Is crypto finally rewarding the investors who do the work?

   
   

   This week, we sit down with three top allocators at DAS Singapore to unpack where the real alpha lives in an early, uneven bull market.

   
   

   We explore where crypto x AI actually works, building size in illiquid tokens, if $HYPE stays the consensus winner, and seed vs. growth for the next cycle. Enjoy!

   
   

   TIMESTAMPS:

   00:00 Intro

   01:21 Where Is Crypto AI’s Edge?

   07:10 Ads (Fidelity Crypto)

   07:43 Do AI Agents Need Blockchains?

   10:16 How Crypto Funds Allocate Capital

   16:33 Ads (Fidelity Crypto)

   17:13 Finding Alpha In A Crowded Market

   23:37 Longs, Shorts, And Beating Bitcoin

   26:34 Seed Or Growth: Where’s The Opportunity?

   
   

   FOLLOW GUESTS

   › Arthur Cheong – https://x.com/arthur0x

   › Rajiv Patel-O'Connor – https://x.com/rajivpoc

   › Smac – https://x.com/0xsmac

   
   

   FOLLOW THE SHOW

   › Forward Guidance – https://x.com/ForwardGuidance

   › Felix – https://x.com/fejau_inc

   › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

   › Blockworks – https://x.com/Blockworks

   
   

   SPONSORS

   › Fidelity Crypto was built in-house with over a dozen years of crypto experience. So you can trade crypto and stocks in one place at Fidelity, backed by industry-leading security. Fidelity Crypto. We're here to help you feel good about investing in crypto. Crypto is offered by Fidelity Digital Assets, NA, is not insured by FDIC or SIPC and includes risk of significant loss. Securities offered by Fidelity Brokerage Services,LLC. Member NYSE, SIPC.

   http://fidelity.com/crypto

   
   

   RESOURCES

   › Learn more about Blockworks Agentic Detection:

   https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era

   
   

   › Start building with the Blockworks Unified API

   https://blockworks.com/insights/introducing-the-blockworks-unified-api

   
   

   EVENTS

   › Join us at Digital Asset Summit London Nov 10-11

   https://blockworks.com/events

   
   

   DISCLAIMER

   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.

6. The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup

   16 de octubre de 202652 minA continuación

   Is the AI trade now the only thing standing between the economy and a slowdown? This week, we unpack why bonds are rallying through scalding inflation data and what that says about the current cycle and …

   Notas del episodio

   Is the AI trade now the only thing standing between the economy and a slowdown?

   
   

   This week, we unpack why bonds are rallying through scalding inflation data and what that says about the current cycle and inflection point in markets.

   
   

   We explore the collapse in October hike odds, why AI backstops favor debt over equity, the Russell's brutal losing streak, where to hide from a correlation shock, and whether the top is in for yields. Enjoy!

   
   

   TIMESTAMPS:

   00:00 Intro

   02:06 Why Are Bonds Ignoring Hot Inflation?

   07:53 Has The Fed Ruled Out October?

   11:56 Ads (Fidelity Crypto)

   12:29 Cracks In The AI Growth Engine

   16:59 Is A Growth Slowdown Already Coming?

   21:11 The Market’s Warning Shot

   26:43 Ads (Fidelity Crypto)

   27:42 Who Gets Saved In AI Bailouts?

   32:14 Where Can Investors Find Shelter?

   40:41 Do Rate Hikes Still Work?

   44:43 Can Bonds Really Offer Safety?

   49:06 Iran Escalation And The Midterms

   
   

   FOLLOW THE SHOW

   › Forward Guidance – https://x.com/ForwardGuidance

   › Felix – https://x.com/fejau_inc

   › Quinn – https://x.com/qthomp

   › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

   › Blockworks – https://x.com/Blockworks

   
   

   SPONSORS

   › Fidelity Crypto was built in-house with over a dozen years of crypto experience. So you can trade crypto and stocks in one place at Fidelity, backed by industry-leading security. Fidelity Crypto. We're here to help you feel good about investing in crypto. Crypto is offered by Fidelity Digital Assets, NA, is not insured by FDIC or SIPC and includes risk of significant loss. Securities offered by Fidelity Brokerage Services,LLC. Member NYSE, SIPC.

   http://fidelity.com/crypto

   
   

   RESOURCES

   › Weekly Roundup Charts – https://drive.google.com/file/d/1Jxp-TOVcBtYAs5dzvk8GK4k2pgKJE2vf/view?usp=sharing

   
   

   › Learn more about Blockworks Agentic Detection:

   https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era

   
   

   › Start building with the Blockworks Unified API

   https://blockworks.com/insights/introducing-the-blockworks-unified-api

   
   

   EVENTS

   › Join us at Digital Asset Summit London Nov 10-11

   https://blockworks.com/events

   
   

   DISCLAIMER

   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.

7. Robinhood & Lighter: Why Wall Street Is Moving Onchain

   13 de octubre de 202620 minA continuación

   Are onchain markets about to become the default way the world trades? This week, Felix sits down live at DAS Singapore with Robinhood's Johann Kerbrat and Lighter's Vlad Novakovski to unpack the convergence of …

   Notas del episodio

   Are onchain markets about to become the default way the world trades?

   
   

   This week, Felix sits down live at DAS Singapore with Robinhood's Johann Kerbrat and Lighter's Vlad Novakovski to unpack the convergence of TradFi and crypto.

   
   

   We explore 24/7 trading, why perps beat CFDs, pre-IPO and commodity perps, the CFTC path for US perps, and Robinhood Chain's first 100 days. Enjoy!

   
   

   TIMESTAMPS:

   00:00 Intro

   01:14 Why Finance Is Moving Onchain

   04:17 Can 24/7 Markets Stay Liquid?

   06:33 Why Perps Are Going Mainstream

   09:59 Bringing Real Assets To Perps

   13:10 Can The US Get Perps Right?

   15:51 Connecting Traditional & Onchain Finance

   18:15 What Robinhood Chain Has Learned

   
   

   FOLLOW GUESTS

   › Johann – https://x.com/JohannKerbrat

   › Vlad – https://x.com/vnovakovski

   
   

   FOLLOW THE SHOW

   › Forward Guidance – https://x.com/ForwardGuidance

   › Felix – https://x.com/fejau_inc

   › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

   › Blockworks – https://x.com/Blockworks

   › DAS – https://x.com/blockworksDAS

   
   

   RESOURCES

   › Learn more about Blockworks Agentic Detection:

   https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era

   
   

   › Start building with the Blockworks Unified API

   https://blockworks.com/insights/introducing-the-blockworks-unified-api

   
   

   EVENTS

   › Join us at Digital Asset Summit London Nov 10-11

   https://blockworks.com/events

   
   

   DISCLAIMER

   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.

8. America’s AI Boom Is Squeezing Main Street | Weekly Roundup

   4 de octubre de 202654 minA continuación

   Can policymakers keep the AI boom alive without squeezing the rest of the economy? This week, Aidan Garrib, PGM Global’s head of global macro strategy and research, joins us to explore the widening divide …

   Notas del episodio

   Can policymakers keep the AI boom alive without squeezing the rest of the economy?

   
   

   This week, Aidan Garrib, PGM Global’s head of global macro strategy and research, joins us to explore the widening divide between Wall Street and Main Street.

   
   

   We discuss what’s driving bond yields, housing’s squeeze, the debasement trade, and Europe’s policy trap. Enjoy!

   
   

   TIMESTAMPS:

   00:00 Intro

   02:38 What’s Really Driving Bond Yields?

   08:31 AI Booms While Housing Breaks

   14:40 Can The Fed Get Yields Down?

   19:23 The Fed’s Inflation Balancing Act

   22:42 Can Main Street Survive AI’s Boom?

   29:04 Why Policymakers Need Stocks Higher

   33:04 Do Rate Hikes Actually Stimulate?

   38:13 Engineering Buyers For Government Debt

   43:00 Europe’s Inflation Or Industry Dilemma

   48:23 Why Europe’s Crisis Keeps Getting Worse

   
   

   FOLLOW THE SHOW

   › Forward Guidance – https://x.com/ForwardGuidance

   › Felix – https://x.com/fejau_inc

   › Quinn – https://x.com/qthomp

   › Aidan – https://x.com/AidanGarrib

   › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

   › Blockworks – https://x.com/Blockworks

   
   

   RESOURCES

   › Learn more about Blockworks Agentic Detection:

   https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era

   
   

   › Start building with the Blockworks Unified API

   https://blockworks.com/insights/introducing-the-blockworks-unified-api

   
   

   EVENTS

   › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

   https://blockworks.com/events

   
   

   › TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one of the biggest weeks in crypto.

   
   

   Get your TOKEN2049 tickets and 10% DISCOUNT here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=fg&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST

   
   

   DISCLAIMER

   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.

9. The Bond Market Pain Isn't Over | Weekly Roundup

   25 de septiembre de 20261 h 2 minA continuación

   The 10-year just closed at 5.22%, but the pain trade may be even higher. This week, 40-year rates trading veteran DCP joins us as we examine the bond selloff and what it would take to actually break something …

   Notas del episodio

   The 10-year just closed at 5.22%, but the pain trade may be even higher.

   
   

   This week, 40-year rates trading veteran DCP joins us as we examine the bond selloff and what it would take to actually break something and flip the pain trade in bonds.

   
   

   We explore SOFR hike pricing, AI capex and private credit, diesel's hit to Main Street, market concentration, the quiet consumer stock bear market, and where DCP would finally get long. Enjoy!

   
   

   TIMESTAMPS:

   00:00 Intro

   02:21 Why Bond Yields Keep Rising

   07:30 Can Main Street Survive Higher Rates?

   11:15 Can Treasury Stop The Selloff?

   16:22 What Can’t The Fed Fix?

   19:54 Why Higher Yields Remain The Pain Trade

   23:13 What Breaks The AI Boom?

   26:38 The Generational Bond Bull Market Is Over

   29:47 Can Geopolitics Reverse The Selloff?

   35:55 How Do You Trade This Market?

   39:34 Could 6% Yields Break Markets?

   44:21 What Is The Market Hiding?

   50:04 The Trade After Something Breaks

   53:48 Would You Short The AI Leaders?

   58:45 Final Thoughts and Key Trade Levels

   
   

   FOLLOW THE SHOW

   › Forward Guidance – https://x.com/ForwardGuidance

   › DCP – https://x.com/Dcpcooks

   › Felix – https://x.com/fejau_inc

   › Quinn– https://x.com/qthomp

   › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

   › Blockworks. –https://x.com/Blockworks

   
   

   RESOURCES

   › Weekly Roundup Charts – https://drive.google.com/file/d/1_6xkDwJy-Ux1Ko3q8H8LmOfbVNk-tTlI/view?usp=sharing

   
   

   EVENTS

   › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

   https://blockworks.com/events

   
   

   › TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for. one ofthe biggest weeks in crypto.

   
   

   Get your TOKEN2049 tickets and 10% DISCOUNT here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=fg&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST

   
   

   › Avalanche Summit NYC lands Sept. 16–17. Save 15% with code BLOCKWORKS15: avalanchesummit.com/registration

   
   

   DISCLAIMER

   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.

10. The Fed Is Hiking Into A Growth Slowdown | Weekly Roundup

    18 de septiembre de 20261 h 13 minA continuación

    What happens when the Fed hikes into fading stimulus, slowing growth, and persistent inflation? This week, we're joined by Vincent Deluard of StoneX Group to explore America’s emerging stagflation trap, AI’s …

    Notas del episodio

    What happens when the Fed hikes into fading stimulus, slowing growth, and persistent inflation?

    
    

    This week, we're joined by Vincent Deluard of StoneX Group to explore America’s emerging stagflation trap, AI’s economic support, and Europe’s potential Japan-style currency reset.

    
    

    We also discuss the contrarian case for UK equities and Canada’s investment revival. Enjoy!

    
    

    TIMESTAMPS:

    00:00 Intro

    01:34 Did The Fed Turn Too Hawkish?

    08:10 The Stimulus Boom Is Fading

    13:11 The Return Of Stagflation

    21:06 Is The Fed Making A Mistake?

    25:45 Can Trump Salvage Midterms?

    32:35 Why AI Leaders Want Regulation

    35:46 Will Europe Follow Japan?

    48:45 The European Debasement Trade

    59:28 Is The UK The Best Hedge?

    01:05:41 Can Canada Reinvent Its Economy?

    
    

    FOLLOW THE SHOW

    › Forward Guidance – https://x.com/ForwardGuidance

    › Felix – https://x.com/fejau_inc

    › Quinn – https://x.com/qthomp

    › Vincent – https://x.com/VincentDeluard

    › Tyler – https://x.com/Tyler_Neville

    › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

    › Blockworks – https://x.com/Blockworks

    
    

    RESOURCES

    › Weekly Roundup Charts – https://drive.google.com/file/d/189_grP_F-bFABLdyh84TJA3GzOlLmIQm/view?usp=sharing

    
    

    EVENTS

    › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

    https://blockworks.com/events

    
    

    › TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one of the biggest weeks in crypto.

    
    

    Get your TOKEN2049 tickets and 10% DISCOUNT here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=fg&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST

    
    

    › Avalanche Summit NYC lands Sept. 16–17. Save 15% with code BLOCKWORKS15: avalanchesummit.com/registration

    
    

    DISCLAIMER

    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.

11. The Market Is Mispricing A Correlation Shock | Dean Curnutt

    16 de septiembre de 202654 minA continuación

    Historically low volatility may be masking a meaningful shift in market risk and the AI trade. This week, Macro Risk Advisors CEO and Alpha Exchange Host Dean Curnutt explains why unusually low stock …

    Notas del episodio

    Historically low volatility may be masking a meaningful shift in market risk and the AI trade.

    
    

    This week, Macro Risk Advisors CEO and Alpha Exchange Host Dean Curnutt explains why unusually low stock correlations make tail hedging increasingly compelling.

    
    

    We explore volatility pricing, crowded correlation trades, the Treasury market stress, why AI stocks could suddenly move together, and whether the Fed can calm markets. Enjoy!

    
    

    TIMESTAMPS:

    00:00 Intro

    05:08 Why Stock Correlation Collapsed

    10:49 What’s Driving The Dispersion Trade?

    18:45 Ads (Token 2049, Avalanche Summit)

    20:21 Could Volmageddon Happen Again?

    27:16 Why Tail Hedging Looks Attractive

    35:35 Can Portfolio Insurance Ever Be Free?

    39:55 Systematic Or Discretionary Hedging?

    42:33 Where Could Market Risk Emerge?

    47:27 Can The Fed Calm Markets?

    53:22 Closing Thoughts

    
    

    FOLLOW GUEST

    › X – https://x.com/Dcurnutt

    › LinkedIn – https://www.linkedin.com/in/dean-curnutt-4060157/

    › Macro Risk Advisors – https://www.macroriskadvisors.com/

    › Alpha Exchange – https://www.axpod.com/

    
    

    FOLLOW THE SHOW

    › Forward Guidance – https://x.com/ForwardGuidance

    › Felix – https://x.com/fejau_inc

    › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

    › Blockworks – https://x.com/Blockworks

    
    

    EVENTS

    › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

    https://blockworks.com/events

    
    

    › Get your TOKEN2049 tickets and 10% DISCOUNT here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=fg&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST

    
    

    › Avalanche Summit NYC lands Sept. 16–17. Save 15% with code BLOCKWORKS15: avalanchesummit.com/registration

    
    

    DISCLAIMER

    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.

12. The Bond Market Is Trapping The Fed | Weekly Roundup

    11 de septiembre de 202645 minA continuación

    Bond investors are testing whether policymakers can suppress yields without reigniting the inflation they claim to fear. This week, we unpack the political incentives, stubborn prices, and Fed’s looming …

    Notas del episodio

    Bond investors are testing whether policymakers can suppress yields without reigniting the inflation they claim to fear.

    
    

    This week, we unpack the political incentives, stubborn prices, and Fed’s looming credibility test currently testing markets.

    
    

    We explore the massive increase to Treasury buybacks, a possible one-and-done hike, slowing AI-led growth, if debasement trades are due for a pause, and the growing bipartisan opposition toward AI . Enjoy!

    
    

    TIMESTAMPS:

    00:00 Intro

    02:07 Can Bessent Beat The Bond Market?

    06:56 Should The 10-Year Yield Be 5.8%?

    11:01 The Inflation-Growth Trap

    18:29 Ads (TOKEN2049, Avalanche)

    20:05 Will The Fed Hike?

    26:08 Is One Credibility Hike Enough?

    30:29 Is Economic Growth Peaking?

    33:04 Can Debasement Trades Keep Running?

    37:42 Is The AI Trade Breaking?

    43:22 Final Thoughts

    
    

    FOLLOW THE SHOW

    › Forward Guidance – https://x.com/ForwardGuidance

    › Felix – https://x.com/fejau_inc

    › Quinn – https://x.com/qthomp

    › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

    › Blockworks – https://x.com/Blockworks

    
    

    RESOURCES

    › Weekly Roundup Charts – https://drive.google.com/file/d/1AJwlll7otUeoen1KdtSLuJZWRTyH8o5O/view?usp=sharing

    
    

    EVENTS

    › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

    https://blockworks.com/events

    
    

    › TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one of the biggest weeks in crypto.

    Get your TOKEN2049 tickets here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=fg&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST

    
    

    › Avalanche Summit NYC lands Sept. 16–17. Save 15% with code BLOCKWORKS15: avalanchesummit.com/registration

    
    

    DISCLAIMER

    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.

13. Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber

    2 de septiembre de 202645 minA continuación

    The 60/40 portfolio was built for an old regime, but what replaces bonds when fiscal dominance and currency debasement become structural? This week, Bitwise CIO Matt Hougan and Proficio CIO Bob Haber join the …

    Notas del episodio

    The 60/40 portfolio was built for an old regime, but what replaces bonds when fiscal dominance and currency debasement become structural?

    
    

    This week, Bitwise CIO Matt Hougan and Proficio CIO Bob Haber join the show to explore how hard assets fit into modern portfolio construction.

    
    

    We discuss how Bitcoin and gold, bond-market risk, fiscal dominance, precious metals, and the Fed’s shrinking influence come together to shape a new investing regime. Enjoy!

    
    

    TIMESTAMPS:

    00:00 Intro

    04:38 Is The 60/40 Portfolio Broken?

    10:23 From QE To Fiscal Dominance

    12:45 Is Bitcoin Digital Gold Again?

    18:30 Sizing Bitcoin And Gold

    23:59 Why Gold Miners Look Attractive

    27:56 The Opportunity In Silver

    29:53 Will Central Banks Buy Bitcoin?

    32:24 Who Buys $12T Of Treasuries?

    36:28 Can AI Solve The Debt Problem?

    41:01 Are Bond Investors The Patsy?

    
    

    FOLLOW GUESTS

    › Matt – https://x.com/Matt_Hougan

    › Bitwise – https://x.com/Bitwise

    › Bob/Proficio – https://proficiocap.com/

    
    

    FOLLOW THE SHOW

    › Forward Guidance – https://x.com/ForwardGuidance

    › Felix – https://x.com/fejau_inc

    › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

    › Blockworks – https://x.com/Blockworks

    
    

    EVENTS

    › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

    https://blockworks.com/events

    
    

    › TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one of the biggest weeks in crypto.

    Get your TOKEN2049 tickets here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=fg&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST

    
    

    › Avalanche Summit NYC lands Sept. 16–17. Save 15% with code BLOCKWORKS15: avalanchesummit.com/registration

    
    

    DISCLAIMER

    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.

14. Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekly Roundup

    27 de agosto de 202653 minA continuación

    The macro establishment is turning on itself as Stan Druckenmiller challenges Scott Bessent’s efforts to suppress long-term Treasury yields. This week, we unpack the Druck-Bessent clash and what it reveals …

    Notas del episodio

    The macro establishment is turning on itself as Stan Druckenmiller challenges Scott Bessent’s efforts to suppress long-term Treasury yields.

    
    

    This week, we unpack the Druck-Bessent clash and what it reveals about fiscal policy, Fed independence, and market intervention.

    
    

    We also preview Warsh's Jackson Hole speech this week, potential bond-market manipulation, AI bubble risks, and whether the debasement trade is here to stay. Enjoy!

    
    

    TIMESTAMPS:

    00:00 Intro

    02:43 Druckenmiller Calls Out Bessent

    05:51 Is Druck Actually Helping Bessent?

    08:42 Druck’s AI-Written Op-Ed

    13:50 Treasury Escalates Bond Buybacks?

    16:05 Why Yield Suppression Fuels Debasement

    19:52 Ads (TOKEN2049, DAS Asia, Avalanche Summit)

    21:28 Jackson Hole And Warsh’s Dilemma

    27:20 America’s Term-Premium Problem

    30:43 Anthropic And The AI Bubble

    37:48 AI Repeats Crypto’s 2021 Playbook

    42:48 Will The Government Bail Out AI?

    47:03 The Debasement Endgame

    
    

    FOLLOW THE SHOW

    › Forward Guidance – https://x.com/ForwardGuidance

    › Felix – https://x.com/fejau_inc

    › Quinn – https://x.com/qthomp

    › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

    › Blockworks – https://x.com/Blockworks

    
    

    RESOURCES

    › Weekly Roundup Charts – https://drive.google.com/file/d/1zmm4uy9nhYi3TrTaq20oyFD61Uq8anYg/view?usp=sharing

    
    

    EVENTS

    › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

    https://blockworks.com/events

    
    

    › TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one of the biggest weeks in crypto.

    Get your TOKEN2049 tickets here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=fg&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST

    
    

    › Avalanche Summit NYC lands Sept. 16–17. Save 15% with code BLOCKWORKS15: avalanchesummit.com/registration

    
    

    DISCLAIMER

    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.

15. Treasury-Led Financial Repression Is Ushering In A Debasement Regime | Weekly Roundup

    20 de agosto de 202654 minA continuación

    Treasury is quietly taking control of financial conditions and the market implications could trigger a new wave in the debasement trade. This week, Felix and Quinn unpack Treasury’s accelerating intervention in …

    Notas del episodio

    Treasury is quietly taking control of financial conditions and the market implications could trigger a new wave in the debasement trade.

    
    

    This week, Felix and Quinn unpack Treasury’s accelerating intervention in long-term yields and why it could reignite the rotation into hard assets as policymakers suppress yields and tolerate inflation.

    
    

    We explore inflation, dollar weakness, AI financing, oil's ongoing supply shock, and where capital likely rotates next. Enjoy!

    
    

    TIMESTAMPS:

    00:00 Intro

    03:17 Treasury Buybacks Change The Game

    12:53 Is This Fiscal Operation Twist?

    19:17 Where Does The Debasement Trade Go?

    24:18 How Long Can They Goose Markets?

    29:08 Can The Fed Stay Hawkish?

    33:39 When Should You Buy Inflation Protection?

    37:58 Is Debt Monetization Next?

    41:25 Where Should Investors Hide?

    46:12 What Comes After The AI Boom?

    51:58 Final Thoughts

    
    

    FOLLOW THE SHOW

    › Forward Guidance – https://x.com/ForwardGuidance

    › Felix – https://x.com/fejau_inc

    › Quinn – https://x.com/qthomp

    › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

    › Blockworks – https://x.com/Blockworks

    
    

    RESOURCES

    › Weekly Roundup Charts – https://drive.google.com/file/d/1dCi1wentet0JRlYXC_OX0s2QIm1qXvIW/view?usp=sharing

    
    

    EVENTS

    › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

    https://blockworks.com/events

    
    

    DISCLAIMER

    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.

16. The Growth Strategy Trapping The Fed | Darius Dale

    12 de agosto de 202646 minA continuación

    Running the economy hot may keep growth alive, but it creates a dangerous balancing act for markets. Darius Dale, founder of 42 Macro, joins us to explain why today’s reflationary regime demands a different …

    Notas del episodio

    Running the economy hot may keep growth alive, but it creates a dangerous balancing act for markets.

    
    

    Darius Dale, founder of 42 Macro, joins us to explain why today’s reflationary regime demands a different investing playbook.

    
    

    We also discuss rising neutral rates, bond-market pressure, Fed credibility, capital scarcity, and systematic portfolio risk management. Enjoy!

    
    

    TIMESTAMPS:

    00:00 Intro

    01:00 The Risk-On Reflation Regime

    06:29 Why This Bull Market Feels Harder

    14:54 The Fed Risks The Bond Market

    20:57 Inside The Fed’s Policy Tightrope

    29:49 Can Policymakers Stick The Landing?

    37:10 Why Risk Management Beats Buy-And-Hold

    43:29 Making Institutional Tools Accessible

    
    

    FOLLOW DARIUS

    › X/Twitter – https://x.com/DariusDale42

    › 42 Macro – https://42macro.com/

    
    

    FOLLOW THE SHOW

    › Forward Guidance – https://x.com/ForwardGuidance

    › Felix – https://x.com/fejau_inc

    › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

    › Blockworks – https://x.com/Blockworks

    
    

    EVENTS

    › Join. usat Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

    https://blockworks.com/events

    
    

    DISCLAIMER

    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.

17. Washington Is Suppressing Volatility To Keep The AI Boom Alive | Weekly Roundup

    7 de agosto de 202660 minA continuación

    Washington is shifting from monetary management toward state-directed capitalism and the consequences could reshape where capital flows next. This week, Tyler joins us for his final roundup before heading to …

    Notas del episodio

    Washington is shifting from monetary management toward state-directed capitalism and the consequences could reshape where capital flows next.

    
    

    This week, Tyler joins us for his final roundup before heading to Shoten Capital, unpacking the shift toward state-directed growth and volatility suppression.

    
    

    We explore Fed-Treasury coordination, the AI capex boom, energy abundance, and whether Bitcoin is approaching a turning point. Enjoy!

    
    

    TIMESTAMPS:

    00:00 Intro

    00:58 Tyler's Farewell

    04:34 Markets Enter A New Regime

    06:22 Treasury Takes Control Of Volatility

    15:11 Nuclear Power Supercycle?

    20:18 Backstopping The Global Short Vol Trade

    24:50 Are Policy Band-Aids Creating Bigger Risks?

    28:48 Gold Sniffs Out The Policy Pivot

    33:35 The AI Capex Boom Becomes Statecraft

    40:42 Can Markets Survive The Midterms?

    44:19 Regulation Builds The AI Moat

    46:01 Bitcoin Enters A Cleansing Phase

    50:31 How Narratives Drive Capital Flows

    55:34 Final Thoughts

    
    

    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

    
    

    RESOURCES

    › Weekly Roundup Charts – https://drive.google.com/file/d/16t3aXIjnR07MLnyb7RGarzT0oaI7dOFH/view?usp=sharing

    
    

    EVENTS

    › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

    https://blockworks.com/events

    
    

    DISCLAIMER

    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.

18. The Portfolio Built To Survive Every Crash | Jared Dillian

    5 de agosto de 202632 minA continuación

    Markets are relearning that durable wealth comes from disciplined risk management, not chasing momentum or relying on central bank intervention. This week, we're joined by Jared Dillian, editor of The Daily …

    Notas del episodio

    Markets are relearning that durable wealth comes from disciplined risk management, not chasing momentum or relying on central bank intervention.

    
    

    This week, we're joined by Jared Dillian, editor of The Daily Dirtnap and author of The Awesome Portfolio, to discuss why markets may be entering a new regime where risk management matters more than maximizing returns.

    
    

    We explore Warsh's Fed strategy, the case for a steeper yield curve, why the AI trade may be masking economic weakness, how sentiment shifts after crowded trades unwind, and why gold and diversified portfolios could be poised for a comeback. Enjoy!

    
    

    TIMESTAMPS:

    00:00 Intro

    01:01 The Awesome Portfolio

    04:42 Why Investors Misunderstand Risk

    11:15 Warsh’s Intentional Policy Shift

    14:17 The Yield Curve Meets Weak Data

    17:32 Markets To Do The Heavy Lifting

    20:00 Treasury Enters The Currency Fight

    22:58 The Bear Market’s Starting Gun

    27:57 Defensive Stocks, Oil And Gold

    
    

    FOLLOW JARED

    › X/Twitter – https://x.com/dailydirtnap

    › Pre-Order The Awesome Portfolio –https://a.co/d/01yslEpJ

    
    

    FOLLOW THE SHOW

    › Forward Guidance – https://x.com/ForwardGuidance

    › Felix – https://x.com/fejau_inc

    › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

    › Blockworks – https://x.com/Blockworks

    
    

    EVENTS

    › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

    https://blockworks.com/events

    
    

    DISCLAIMER

    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.

19. The AI Unwind And Warsh's Long-End Gamble | Weekly Roundup

    3 de agosto de 202649 minA continuación

    AI’s leverage-fueled boom is colliding with a Fed determined to tighten conditions without touching short-term rates. This week, we dig into the Situational Awareness liquidation, the Fed meeting, and whether …

    Notas del episodio

    AI’s leverage-fueled boom is colliding with a Fed determined to tighten conditions without touching short-term rates.

    
    

    This week, we dig into the Situational Awareness liquidation, the Fed meeting, and whether markets have reached a genuine growth inflection.

    
    

    We unpack the ongoing AI unwind, Warsh’s long-end strategy, the Fed's credibility shock, and the administration’s market choreography. Enjoy!

    
    

    TIMESTAMPS:

    00:00 Intro

    01:45 Situational Awareness Liquidation

    04:49 Why Leverage Fueled The Boom

    07:51 Price Drives The Narrative

    12:42 Did Markets Misread Warsh?

    21:08 Why The Long End Matters

    25:42 Warsh’s Communication Problem

    29:17 What Comes At Jackson Hole?

    33:14 Growth Hits An Inflection

    38:27 Markets Vs Midterm Politics

    45:46 August Slowdown Risks

    
    

    FOLLOW THE SHOW

    › Forward Guidance – https://x.com/ForwardGuidance

    › Felix – https://x.com/fejau_inc

    › Quinn – https://x.com/qthomp

    › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

    › Blockworks – https://x.com/Blockworks

    
    

    RESOURCES

    › Weekly Roundup Charts – https://drive.google.com/file/d/1JJcuttegsr2dLgKuasjv7B5u5tPe-OAu/view?usp=drive_link

    
    

    EVENTS

    › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

    https://blockworks.com/events

    
    

    DISCLAIMER

    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.

20. AI Efficiency Is Repricing The Compute Market | Steve Hou

    22 de julio de 202644 minA continuación

    AI’s next phase hinges on a paradox: falling costs could threaten today’s winners while unlocking far greater demand. Steve Hou, head of research at Silicon Data and former Bloomberg strategist, joins us to …

    Notas del episodio

    AI’s next phase hinges on a paradox: falling costs could threaten today’s winners while unlocking far greater demand.

    
    

    Steve Hou, head of research at Silicon Data and former Bloomberg strategist, joins us to examine the changing economics of AI compute.

    
    

    We discuss token efficiency, model routing, GPU pricing, memory bottlenecks, and when enterprise adoption may finally deliver measurable returns. Enjoy!

    
    

    
    

    TIMESTAMPS:

    00:00 Intro

    01:01 Why AI Compute Needs Hedging

    06:55 What The Token Index Really Shows

    14:04 Token Maxing Meets Efficiency

    18:35 Who Captures AI’s Value?

    22:12 Old GPUs Reveal Surging Demand

    27:10 GPU Markets Keep Tightening

    32:03 The Memory Bottleneck

    37:07 AI’s Next Phase

    
    

    
    

    FOLLOW STEVE

    › X/Twitter – https://x.com/stevehou

    › Silicon Data – https://www.silicondata.com/

    
    

    FOLLOW THE SHOW

    › Forward Guidance – https://x.com/ForwardGuidance

    › Felix – https://x.com/fejau_inc

    › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

    › Blockworks – https://x.com/Blockworks

    
    

    
    

    EVENTS

    › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

    https://blockworks.com/events

    
    

    
    

    DISCLAIMER

    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.

21. The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup

    17 de julio de 202654 minA continuación

    The market’s most crowded trade is beginning to crack, but where the fallout spreads next remains unclear. This week, we dig into the violent momentum unwind and mounting pressure across the AI trade. We …

    Notas del episodio

    The market’s most crowded trade is beginning to crack, but where the fallout spreads next remains unclear.

    
    

    This week, we dig into the violent momentum unwind and mounting pressure across the AI trade.

    
    

    We explore the damage of leveraged ETFs, Korea’s retail reckoning, a potential value revival, renewed Iran oil risks, and why Quinn is bullish real estate in the right places. Enjoy!

    
    

    
    

    TIMESTAMPS:

    00:00 Intro

    02:01 The Momentum Trade Unravels

    06:22 Leveraged ETFs Are Breaking Markets

    12:07 Has The AI Boom Hit Its Limits?

    16:05 Cheap Models Threatening The AI Trade

    19:52 Hyperscalers Facing A Credit Squeeze

    23:27 The Fed’s Forward Guidance Failure

    29:38 Global Carry Trade Risk?

    35:29 Can Value Finally Win?

    40:44 Iran Reignites Oil Risk

    48:00 Housing Policy Vs Property Rights

    
    

    
    

    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

    
    

    
    

    RESOURCES

    › Weekly Roundup Charts – https://drive.google.com/file/d/17yRksHxeO19PfW6MOCrzT_OpEwicKuog/view?usp=drive_link

    
    

    
    

    EVENTS

    › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

    https://blockworks.com/events

    
    

    
    

    DISCLAIMER

    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.

22. Think Like Everyone Else, Lose Like Everyone Else | Brent Donnelly

    8 de julio de 202646 minA continuación

    Markets reward independent thinking, but only if you can avoid the traps that come with it. This week, Brent Donnelly, President of Spectra Markets and author of Trade Outside the Box, joins us to discuss how …

    Notas del episodio

    Markets reward independent thinking, but only if you can avoid the traps that come with it.

    
    

    This week, Brent Donnelly, President of Spectra Markets and author of Trade Outside the Box, joins us to discuss how psychology, risk management, and market narratives shape successful trading.

    
    

    We explore poker's lessons for traders, AI's role in markets, Kevin Warsh's Fed, the dollar and yen, and why predicting people may matter more than predicting macro. Enjoy!

    
    

    
    

    TIMESTAMPS:

    00:00 Intro

    02:00 Trading Outside The Box

    06:38 Trading Psychology And Risk

    12:46 AI As A Trading Tool

    19:33 How LLMs Shape Markets

    25:19 Kevin Warsh And The New Fed

    33:37 The Yen Intervention Playbook

    41:40 Is Government Debt Sustainable?

    43:00 Has Bitcoin Lost Its Narrative?

    
    

    
    

    FOLLOW BRENT

    › X/Twitter – https://x.com/donnelly_brent

    › Spectra Markets – https://www.spectramarkets.com/am-fx/

    › Trade Outside The Box – https://a.co/d/0i4r9Udd

    
    

    
    

    FOLLOW THE SHOW

    › Forward Guidance – https://x.com/ForwardGuidance

    › Felix – https://x.com/fejau_inc

    › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

    › Blockworks – https://x.com/Blockworks

    
    

    
    

    EVENTS

    › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

    https://blockworks.com/events

    
    

    
    

    Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari

    
    

    
    

    DISCLAIMER

    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.

23. The AI Trade Is Finally Cracking | Weekly Roundup

    3 de julio de 202647 minA continuación

    Markets can look strongest just before their underlying assumptions begin to crack. This week, we examine whether the AI-led growth narrative is beginning to unravel as positioning, macro data, and market …

    Notas del episodio

    Markets can look strongest just before their underlying assumptions begin to crack.

    
    

    This week, we examine whether the AI-led growth narrative is beginning to unravel as positioning, macro data, and market structure all shift at once.

    
    

    We discuss the AI momentum unwind, yen intervention, NFP & labor market weakness, Fed policy, gold, Bitcoin, and what we think is the next major trade. Enjoy!

    
    

    
    

    TIMESTAMPS:

    00:00 Intro

    01:40 AI Momentum Starts To Crack

    07:14 What Triggered The Selloff?

    10:21 Is The AI Boom Peaking?

    12:24 Why Gold Still Looks Attractive

    14:19 Breaking Down The Jobs Report

    18:06 Could Inflation Stay Sticky?

    24:56 Is The Market Misreading The Fed?

    27:54 How We're Trading This

    32:47 Is Bitcoin Turning?

    38:42 Why Gold Beats Tech

    40:36 The Next Phase Of Crypto

    44:17 July 4th And The World Cup

    
    

    
    

    FOLLOW THE SHOW

    › Forward Guidance – https://x.com/ForwardGuidance

    › Felix – https://x.com/fejau_inc

    › Quinn – https://x.com/qthomp

    › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

    › Blockworks – https://x.com/Blockworks

    
    

    
    

    RESOURCES

    › Weekly Roundup Charts – https://drive.google.com/file/d/14q53P0qQcFvyvvSBgVSZ-jM_TZU9HEyP/view?usp=drive_link

    
    

    
    

    EVENTS

    › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

    https://blockworks.com/events

    
    

    
    

    Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari

    
    

    
    

    DISCLAIMER

    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.

24. How To Trade The New Warsh Fed | Bob Sheehan

    29 de junio de 202645 minA continuación

    Markets may be entering a fundamentally different monetary regime under Kevin Warsh. This week, Bob Sheehan of Lighthouse Macro joins to explain why the Fed's evolving framework could reshape how investors …

    Notas del episodio

    Markets may be entering a fundamentally different monetary regime under Kevin Warsh.

    
    

    This week, Bob Sheehan of Lighthouse Macro joins to explain why the Fed's evolving framework could reshape how investors interpret policy, economic data, and market pricing.

    
    

    We discuss the end of the Fed put, rising rate volatility, Treasury curve dynamics, fiscal pressures, and why data-driven macro matters more than ever. Enjoy!

    
    

    
    

    TIMESTAMPS:

    00:00 Intro

    02:04 Bob's Macro Background

    09:21 Data-Driven Macro

    13:13 The Fed Put Is Dead

    16:46 Less Guidance, More Volatility

    21:13 Why Data Matters Even More

    25:35 The Two Trades In Rates

    33:16 Balance Sheet Games

    37:42 The Fiscal Doom Loop

    43:32 Final Thoughts

    
    

    
    

    FOLLOW BOB

    › X/Twitter – https://x.com/LHMacro

    › Research – https://lighthousemacro.com/

    
    

    
    

    FOLLOW THE SHOW

    › Forward Guidance – https://x.com/ForwardGuidance

    › Felix – https://x.com/fejau_inc

    › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

    › Blockworks – https://x.com/Blockworks

    
    

    
    

    EVENTS

    › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

    https://blockworks.com/events

    
    

    
    

    Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari

    
    

    
    

    DISCLAIMER

    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.

25. Is The Fed Panic Already Fading? | Weekly Roundup

    26 de junio de 202660 minA continuación

    The Fed scare that dominated markets may already be losing momentum. Now investors are asking what comes next as the AI trade, inflation picture, and market leadership evolve. This week, we break down why the …

    Notas del episodio

    The Fed scare that dominated markets may already be losing momentum. Now investors are asking what comes next as the AI trade, inflation picture, and market leadership evolve.

    
    

    This week, we break down why the Fed may be nearing the end of its hiking cycle, how AI investment is reshaping markets, and where capital is rotating next.

    
    

    We also discuss peak inflation, hyperscaler capex, market dispersion, active management, and why new leaders could replace the old winners. Enjoy!

    
    

    
    

    TIMESTAMPS:

    00:00 Intro

    01:16 FIFA World Cup

    04:24 Peak Hawkishness Fading

    09:53 Oil, Gasoline, And Disinflation

    12:28 Why Inflation Stays Sticky

    14:22 Monetary Policy vs AI CapEx

    19:43 Warsh: Balance Sheet & Rates

    25:22 Hyperscalers Hit The CapEx Wall

    29:38 Passive Investing Cracking?

    33:37 Market Leadership Rotating

    42:07 The Productive Capital Cycle?

    44:24 MicroStrategy Hits Reality

    50:09 Bitcoin, AI, And Power

    55:26 Do Things IRL

    
    

    
    

    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

    
    

    
    

    RESOURCES

    › Weekly Roundup Charts – https://drive.google.com/file/d/1cLd9ck8EM77hJz9ZlnB_5VKd8ai1Sb2d/view?usp=sharing

    
    

    
    

    EVENTS

    › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

    https://blockworks.com/events

    
    

    
    

    Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari

    
    

    
    

    DISCLAIMER

    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.

26. A New Era Is Beginning In Markets | Weekly Roundup

    19 de junio de 20261 h 4 minA continuación

    A new era at the Federal Reserve may be reshaping how markets think about rates, volatility, and the role of central banks. But is the market interpreting Kevin Warsh's first moves correctly? This week, we …

    Notas del episodio

    A new era at the Federal Reserve may be reshaping how markets think about rates, volatility, and the role of central banks. But is the market interpreting Kevin Warsh's first moves correctly?

    
    

    This week, we break down Warsh's first FOMC meeting, the end of traditional forward guidance, and why they believe peak hawkishness may already be behind us despite the Fed's messaging.

    
    

    We also discuss the AI capex boom, the future of Bitcoin and MicroStrategy, tightening liquidity, housing affordability, and whether markets are entering a fundamentally different regime. Enjoy!

    
    

    
    

    TIMESTAMPS:

    00:00 Intro

    01:13 Forward Guidance Is Dead

    08:28 Rate Volatility Returns

    13:08 Why Hikes Won’t Happen

    18:33 Liquidity Gets Tight

    26:15 The AI Buildout Meets The Fed

    35:55 The Summer Market Setup

    42:39 MicroStrategy's Market Test

    46:18 Bitcoin’s AI Opportunity Cost

    53:29 Crypto Needs To Adapt

    01:00:46 Gold Sentiment Hits Extremes

    
    

    
    

    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

    
    

    
    

    RESOURCES

    › Weekly Roundup Charts – https://drive.google.com/file/d/1yGHU0SgEjUNE1cDKP280F60FsRrcBqOh/view?usp=sharing

    
    

    
    

    EVENTS

    › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

    https://blockworks.com/events

    
    

    
    

    Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari

    
    

    
    

    DISCLAIMER

    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.

27. The Warsh Fed Will Look Nothing Like Before | Joseph Wang

    18 de junio de 202640 minA continuación

    A new Fed chair has arrived, and the implications could be far bigger than a single rate decision. Joseph Wang, former Fed trader and creator of Fed Guy, joins Forward Guidance immediately after Kevin Warsh’s …

    Notas del episodio

    A new Fed chair has arrived, and the implications could be far bigger than a single rate decision.

    
    

    Joseph Wang, former Fed trader and creator of Fed Guy, joins Forward Guidance immediately after Kevin Warsh’s first FOMC meeting to unpack what may be the beginning of a fundamental transformation of the Federal Reserve.

    
    

    We discuss Warsh’s hawkish debut, the end of the forward guidance era, sweeping Fed task forces, potential changes to the inflation framework, AI and productivity, and why all of this could point to a meaningful repricing of risk assets. Enjoy!

    
    

    
    

    TIMESTAMPS:

    00:00 Intro

    02:22 Warsh Kills Forward Guidance

    05:57 Markets Price The Warsh Fed

    11:19 The New Fed Task Forces

    17:10 Impact On Rate Volatility

    19:12 Warsh’s Balance Sheet Fight

    23:13 Rethinking Fed Data

    27:46 Weighing AI Productivity

    31:52 Rethinking Inflation Target

    36:17 Warsh’s Hawkish Market Signal

    
    

    
    

    FOLLOW JOSEPH

    › X/Twitter – https://x.com/josephwang

    › Website – https://fedguy.com/

    › YouTube – https://www.youtube.com/@Fedguy12

    
    

    
    

    FOLLOW THE SHOW

    › Forward Guidance – https://x.com/ForwardGuidance

    › Felix – https://x.com/fejau_inc

    › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

    › Blockworks – https://x.com/Blockworks

    
    

    
    

    EVENTS

    › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

    https://blockworks.com/events

    
    

    
    

    Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari

    
    

    
    

    DISCLAIMER

    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.

28. Blockworks Acquires Messari

    12 de junio de 202629 minA continuación

    In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of data, APIs, and research complement …

    Notas del episodio

    In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of data, APIs, and research complement Blockworks’ deep on-chain analytics, investor relations, and disclosure products. They also address crypto’s trust problem, the need for standardized data and disclosures, and how Blockworks aims to become the trusted data layer connecting issuers, investors, exchanges, regulators, and AI agents in on-chain markets.

    
    

    Learn more: https://blockworks.com/insights/blockworks-acquires-messari

    
    

    Follow Blockworks on X: https://x.com/Blockworks

    Follow Messari on X: https://x.com/MessariCrypto

    Follow Michael on X: https://x.com/MikeIppolito_

    Follow Jason on X: https://x.com/JasonYanowitz

29. Policy Intervention Is Keeping The Bull Market Alive | Weekly Roundup

    12 de junio de 202657 minA continuación

    Markets increasingly seem to respond more to intervention than fundamentals, raising a bigger question about what actually drives asset prices today. This week, we discuss how policy intervention, systematic …

    Notas del episodio

    Markets increasingly seem to respond more to intervention than fundamentals, raising a bigger question about what actually drives asset prices today.

    
    

    This week, we discuss how policy intervention, systematic flows, and AI-driven capital allocation are reshaping market behavior and investor positioning.

    
    

    We also explore volatility squeezes, Fed rate expectations, gold and oil, AI infrastructure spending, hyperscaler equity issuance, Bitcoin miners pivoting to AI, and the growing tension between technological progress and market centralization. Enjoy!

    
    

    
    

    TIMESTAMPS:

    00:00 Intro

    05:11 Trump’s Market Playbook

    08:11 The Fed Pricing Trap

    12:12 Volatility Positioning Unwinds

    17:22 Markets Are Centrally Managed

    21:48 Mag Loses Leadership

    28:54 The AI Capex Risk

    30:17 The Best Rates Trade

    34:20 Policy Powers The AI War

    38:20 Will AI Politics Hit Markets?

    43:52 The AI Access Divide

    50:34 The Centralization Trade

    
    

    
    

    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

    
    

    
    

    RESOURCES

    › Weekly Roundup Charts – https://drive.google.com/file/d/1I_E0fiARx9ikBBddWaGJegaAAfa00ODn/view?usp=sharing

    
    

    
    

    EVENTS

    › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

    https://blockworks.com/events

    
    

    
    

    DISCLAIMER

    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.

30. Warsh Must Choose The Dollar Or The Bond Market | Luke Gromen

    11 de junio de 202652 minA continuación

    A seemingly simple Fed transition is becoming a massive stress test of the entire financial system as rising debt, inflation, and global energy crisis collide. Luke Gromen of Forest For The Trees joins to …

    Notas del episodio

    A seemingly simple Fed transition is becoming a massive stress test of the entire financial system as rising debt, inflation, and global energy crisis collide.

    
    

    Luke Gromen of Forest For The Trees joins to discuss Kevin Warsh’s looming challenge and why the Fed may soon face choices it can no longer avoid.

    
    

    We explore the dollar versus bond market tradeoff, the impact of the Iran conflict and oil prices, China’s growing leverage, financial warfare, swap lines, and what it all means for stocks, gold, Bitcoin, and global markets. Enjoy!

    
    

    
    

    TIMESTAMPS:

    00:00 Intro

    01:50 Warsh’s First Fed Test

    04:54 Rethinking The Fed’s Role

    11:35 Can Warsh Control The Committee?

    14:07 Why The Dollar Looks Weak

    17:19 Warsh’s Impossible Policy Mix

    23:30 What's The Policy Plan?

    27:31 China’s Strategic Waiting Game

    34:16 Financial Warfare Going Global

    40:22 Swap Lines And Petrogold

    47:11 Risk Assets Face Repricing

    
    

    
    

    FOLLOW LUKE

    › X/Twitter – https://x.com/LukeGromen

    › FFTT – https://fftt-llc.com/

    
    

    
    

    FOLLOW THE SHOW

    › Forward Guidance – https://x.com/ForwardGuidance

    › Felix – https://x.com/fejau_inc

    › Telegram – https://t.me/+CAoZQpC-i6BjYTEx

    › Blockworks – https://x.com/Blockworks

    
    

    
    

    EVENTS

    › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

    https://blockworks.com/events

    
    

    
    

    DISCLAIMER

    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.

Aquí están los 40 episodios más recientes de 636. Los anteriores están en el feed del podcast.