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Forward Guidance

Investigates the macro landscape as the laws of investing are being rewritten, helping investors adapt to a rapidly changing environment.

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After a jittery few months, recent economic data is hinting at a resilient economy that is beginning to re-accelerate

Ondo Finance’s acquisition of blockchain development company Strangelove follows its buy of Oasis Pro
Cryptocurrency and stock traders alike had a lot to unpack Wednesday
House lawmakers support, criticize the GENIUS Act, CLARITY Act and the Anti-CBDC Surveillance Act in Monday hearing
RECENT PODCAST EPISODES
This week, Le Shrub joins the show to lay out his barbell portfolio strategy and "GAG" (Golden Age of Grift) thesis. We discuss fiscal dominance, bond market dysfunction, yield curve control, and..
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In this episode, Senior Research Fellow at Mercatus Center and host of Macro Musings David Beckworth breaks down the rising risks of fiscal dominance—when the Fed prioritizes government solvency over price stability...
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In this episode, Raoul Pal and Julien Bittel explain their "Everything Code" framework showing how global debt cycles, demographics, and liquidity drive all asset prices. They argue fiat debasement is running at..
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LATEST Forward Guidance ARTICLES
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Kraken’s US derivatives launch reflects broader ‘unified access’ trend

The offering of CME-listed crypto futures via Kraken Pro follows the company’s acquisition of NinjaTrader

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Weighing Grayscale exposure after firm signals possible IPO path

Asset allocator says fee compression could be a challenge as Grayscale converts more crypto funds to ETFs

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More crypto milestones expected in 2025 after new BTC high

Industry watchers weigh in on what’s coming for bitcoin, M&A and tokenization before the year wraps

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All signs are pointing to the dollar heading lower. Will it?

As Trump’s tariff war reignites, everyone is assuming the dollar will continue its path lower. But the journey might be bumpy

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Tariff deadline comes and goes, copper feels the pressure

President Trump’s comments about a new 50% tariff on copper rocked the metal this week

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Why crypto ETF launch timelines remain up in the air

SEC’s anticipated generic listing standards might not come until October, person close to the filings predicts

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Felix Jauvin profile image
Felix Jauvin

Podcast host

Casey Wagner profile image
Casey Wagner

Senior reporter

Ben Strack profile image
Ben Strack

Senior reporter

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