This week, we discuss takeaways from the FOMC meeting and SEP, the balance of Treasury and fiscal policy, and how a strategic Bitcoin reserve and stablecoins play into the United States’ goals. We also delve into the US sovereign wealth fund, our highest conviction trades, and more. Enjoy!
—
Follow Quinn: https://x.com/qthomp
Follow Mike: https://x.com/MikeIppolito_
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
—
Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125
—
Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv
—
Timestamps:
(00:00) Introduction
(01:08) FOMC Meeting Insights
(05:46) Treasury and Fiscal Policy
(10:26) Global Economic Dynamics
(20:06) Digital Assets and Crypto Market
(24:48) US Sovereign Wealth Fund
(30:20) Digital Asset Big Picture
(34:01) Highest Conviction Trades
—
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.
Fler avsnitt av Forward Guidance
Visa alla avsnitt av Forward GuidanceForward Guidance med Blockworks finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.
