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In this episode, Cem Karsan of Kai Volatility joins the show to discuss the bifurcation of the world economy, inequality & the election cycle, populism during a war-time economy, and the secular market rotation. Enjoy! __ Follow Cem: https://x.com/jam_croissant Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: / forwardguidance Follow Blockworks: / blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx __ 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... — Timestamps: 00:00 Introduction 01:12 Market & Political Recap 08:01 Grayscale Ad 08:38 Bifurcation Of The World Economy 17:11 Populism In A Wartime Economy 23:22 Grayscale Ad 24:11 Inequality And The Election Cycle 29:33 Dollar Power And The Federal Reserve 36:45 Following The Great Rotation 46:31 Final Thoughts __ 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