Show notes
This week we discuss the November jobs report, the Fed’s cutting path, and the goldilocks scenario for 2025. We also delve into the different R* models, MicroStrategy, the Milken moment for crypto, and much more. Enjoy!
—
Follow Capital Flows: https://x.com/Globalflows
Capital Flows Substack: https://www.capitalflowsresearch.com/
Follow Quinn: https://x.com/qthomp
Follow Tyler: https://twitter.com/Tyler_Neville_
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.co/G7Ljv4x5Dp
—
Weekly Roundup Charts: https://drive.google.com/file/d/1TxUrZZsIWtXdqbDS-DDJL7EduaP_pdpE/view?usp=sharing
—
Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!
https://blockworks.co/event/digital-asset-summit-2025-new-york
—
SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com.
Meet Kraken Institutional. Whether you're an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken
—
Timestamps:
(00:00) Introduction
(01:44) Post-Thanksgiving Catch Up
(03:33) November Non-Farm Payrolls
(08:31) Economic Slowdown or Stability?
(10:20) Debating The Fed’s Cutting Path
(16:51) Hot Economy Vs Growth Scare
(24:24) Macro Analysis & Shorting Oil
(30:35) Ads
(32:38) We Are In Goldilocks
(36:29) Stocks Vs Commodities
(38:12) Inflation Turning Point
(39:40) Different R* Models
(46:07) History Of Junk Bonds
(48:11) Milken Moment For Crypto
(52:11) Monetizing Volatility
(53:26) Bitcoin & Evolving Options Market
(56:40) MicroStrategy Risks
(01:03:23) Enhancing Yield With Volatility
(01:06:13) Debating Bitcoin’s Future
—
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.
Our TOPPODCAST Picks 
Stay Connected
