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