The Generational Metal Squeeze Exposing Broken Sovereign Debt | Weekly Roundup скачать в хорошем качестве

The Generational Metal Squeeze Exposing Broken Sovereign Debt | Weekly Roundup

This week, we unpack why metals are ripping, how dollar weakness and bond market dysfunction are reshaping macro, and what Japan’s experience signals for the U.S. We also explore extreme metals positioning, dispersion across assets, and what uncertainty around the new Fed Chair means for rates. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix:   / fejau_inc   Follow Forward Guidance:   / forwardguidance   Follow Blockworks:   / blockworks_   Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx __ Weekly Roundup Charts: https://drive.google.com/file/d/158S7... — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source... Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borr... — Timestamps: 00:00 Introduction 02:20 Metals, Japan & Global Debt 16:11 Grayscale Ad 16:49 Inflation, Politics & Metals 23:41 Commodities & Elitist Wake Up Call 27:46 Grayscale Ad 28:35 Market Positioning & Sector Dispersion 44:06 New Fed Chair & Rate Implications 51:44 Long The Periodic Table — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance