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!
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Weekly Roundup Charts: https://drive.google.com/file/d/158S7DSViXUrZ4Lw2kPLtKE4yPNvKD6s9/view?usp=sharing
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Timestamps:
00:00 Intro
01:18 Metals, Japan & Global Debt
15:58 Inflation, Politics & Metals
23:00 Commodities & Elitist Wake Up Call
27:12 Market Positioning & Sector Dispersion
43:30 New Fed Chair & Rate Implications
51:17 Long The Periodic Table
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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.
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