What happens when the Fed hikes into fading stimulus, slowing growth, and persistent inflation?
This week, we're joined by Vincent Deluard of StoneX Group to explore America’s emerging stagflation trap, AI’s economic support, and Europe’s potential Japan-style currency reset.
We also discuss the contrarian case for UK equities and Canada’s investment revival. Enjoy!
TIMESTAMPS:
00:00 Intro
01:34 Did The Fed Turn Too Hawkish?
08:10 The Stimulus Boom Is Fading
13:11 The Return Of Stagflation
21:06 Is The Fed Making A Mistake?
25:45 Can Trump Salvage Midterms?
32:35 Why AI Leaders Want Regulation
35:46 Will Europe Follow Japan?
48:45 The European Debasement Trade
59:28 Is The UK The Best Hedge?
01:05:41 Can Canada Reinvent Its Economy?
FOLLOW THE SHOW
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› Felix – https://x.com/fejau_inc
› Quinn – https://x.com/qthomp
› Vincent – https://x.com/VincentDeluard
› Tyler – https://x.com/Tyler_Neville
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RESOURCES
› Weekly Roundup Charts – https://drive.google.com/file/d/189_grP_F-bFABLdyh84TJA3GzOlLmIQm/view?usp=sharing
EVENTS
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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. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.