This week, we discuss the latest inflation data, the reversal of US exceptionalism, and Trump’s bold tariff bet potentially backfiring. We also delve into how we’re thinking about yields, whether 60/40 is compelling right now, why we’re in a crypto bear market, and more. Enjoy!

—

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

—

Weekly Roundup Charts: https://drive.google.com/file/d/1e0GanjFY1lh2TKOFL7QQwGi6KY9nWhwl/view?usp=sharing

—

Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125

—

Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE FG10 FOR 10% OFF general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com.

—

Timestamps:

(00:00) Introduction

(00:42) Upcoming Digital Asset Summit

(02:16) CPI Takeaways

(05:51) Reversal of US Exceptionalism

(08:45) Ledger Ad

(09:34) Recession vs Growth Scare

(14:11) Trump's Bold Tariff Game

(20:09) The Long Foreign Markets-Short US Trade

(24:36) Ledger Ad

(25:21) The Long Foreign Markets-Short US Trade (Con't)

(31:11) It's a Bear Market

(32:36) Bitcoin and Crypto Market Analysis

(34:26) Bond Market & Yields

(39:11) 60/40 Portfolio

(42:34) Hedging Strategies

(45:08) Crypto Market Prospects

—

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Be Careful Buying The Dip Here | Weekly Roundup

Powered by Wave AI