Hawkish Fed, Market Stress & a K-Shaped America | Weekly Roundup
Episode publishedPodcast: Forward GuidanceForward Guidance
Transcript preview
Preview only
You have a government shutdown, a peak probably inflation print for a number of months, them pivoting hawkish on the balance sheet, which tightens financial conditions. Like, what are these people talking about that the risks are not picking up? There's a whole part of
our country that is not doing well, like really not doing well. And all their policies are just pump the market. I'm moving from I'm so bearish, I'm bullish to like, I'm so bearish, I'm looking for the wheels to fall off here because there's a lot of indicators coming out that are making me pretty nervous.
This episode is brought to you by Grayscale, your trusted gateway to more than 30 different crypto investment products. You'll hear more about them later in the episode. Nothing said on foreguidance is a recommendation to buy or sell any investments or products. This podcast is for informational purposes only, and the views expressed by anyone on the show are solely their opinions, not financial advice, or necessarily the views of Blockworks. Our hosts, guests, and the Blockworks team may hold positions in the company's funds or projects discussed. Everybody, welcome back to another round of e
Howdy. I liked it better when the government was shut.
Yeah. Except can we go back to closing it again? I changed my mind.
Yeah. Yeah.
What a pointless shutdown. It was completely useless. Nothing no one had anything done. The Democrats didn't make any ground on their ACA. Trump lost, like, dozens of points in his approval rating.
Yep. No filibuster change.
What a pointless grandstand effort. Congrats. Wonderful.
Keep exploring with a free account.
A free account preserves the short preview. Upgrade to Pro for the full transcript and episode chat.