The Data Is Screaming Two-Speed Economy | Weekly Roundup
Episode publishedPodcast: Forward GuidanceForward Guidance
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We're we're at the beginning where politics is gonna sit front and center in social class warfare as AI has is more productive and you're in this productivity boom in certain parts of the market. The social contract becomes a problem.
For the most part, main street real economy has been in a recession since mid-twenty twenty four. It's winners and losers. Trump is handpicking winners and losers. If we do get these 100 basis points of cuts in four months, I just don't see how inflation doesn't come back.
It's a fiscal super cycle, bro. Get get the bandwagon.
This episode is brought to you by Vanek Semiconductor ETFs. You'll hear more about the Vanek Semiconductor ETF, ticker SMH, the largest semiconductor ETF, and its newer Vanik fabless semiconductor ETF, ticker SMHX later in the show. Blockworks Digital Asset Summit, crypto's premier institutional event, is back in London this October. You've got top speakers from BlackRock, Circle, Coinbase, the UK Parliament, and Athena all under one roof. I'll be there as well hosting a live forward guidance episode with Quinn and a few others. So if you wanna see us record in the flesh or meet some of the ot
Good afternoon. This is the Ford guy. I I'm redoing. I'm redoing. Good afternoon. Does he say? What he what does he say?
He goes, I'm I'm Felix. Hi, ladies and gentlemen. It's me, Felix. Welcome to comedy hour. We'll we'll put
that we'll put that in, Tyler Tyler's introduction. Welcome, everybody. I'm Felix Joven, and this is
I'm Floor Felix. I'm six'six Canadian lumberjack. I like to talk about macro and crypto. Welcome to Floor Guidance.
So, as you can tell, the inmates have once again taken over the asylum. Tyler and I are running the show today. Felix is out this week. He'll be back next week. We're recording this on Wednesday, the tenth, just after the close. So we got PPI today and then we have CPI tomorrow. Pretty eventful time, so we'll jump right in. We would like to mention that the Digital Asset Summit in London is next month in October. If you haven't got your tickets, you should. I did my Great
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