The Fed's Hawkish Cut & The Financial Hunger Games | Weekly Roundup
Episode publishedPodcast: Forward GuidanceForward Guidance
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Paul made this analogy. He said something like, well, when you're driving in fog and visibility is reduced, what do you do? You slow down.
If they need to guide towards a cut in December, they can they have plenty of speeches, endless speeches where they can do that. So you know, may as well just hedge your bets a little bit while you have no line of sight into economic data.
I think once that data releases, it's gonna they're gonna have some ag on their face because the job market's gonna still be pitiful.
It's just hilarious to contrast this these valid obsessions with these flows and memes ideas. And meanwhile, comparing just the absolute banger earnings that we've been getting so far this week. 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 Ford Guidance 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 advic
Yeah. I I mean, I thought it was good. But, hey, viewers out there, if you read anything interesting that's like divergent thinking, we are always open to it. And, sometimes the best ideas come from, you know, smaller or idiosyncratic interesting thinkers. So send them to us.
Totally. Yeah. Let us know if you like that model of having, like, half an hour upfront kind of mini interview style round table, and then moving into the content afterwards, kind of trialing some different things. So, yeah, I thought it was great. Really good dude. Very smart.
To follow-up on that, Hunter sent me this. Maybe it was slide 43. This is kind of fascinating. To close the loop. This came out literally, I think, a day or two ago, but Joe Lonsdale and Apollo are partnering. And it says, well, venture capital and I apologize, I'm going to read this because there's some guy that roasted me for, Get Tyler to stop reading. But it's just to say, it's so good. While venture capital is suited to funding technological breakthroughs, it's not sufficient to fund huge projects that are required to increase our national productivity with the next wave of transformation
Good point because you only get the public market bid if you're like a Ponzi.
Consistent alpha is hard to find in the way people manage money in public markets now.
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