In this episode, we explore the fog of war in markets, where geopolitics and volatility scramble investors’ assumptions.
Quinn and Felix break down the macro landscape, analyzing war narratives, energy shocks, and shifting expectations for growth, jobs, and Fed policy.
We debate oil spikes, dollar strength, bonds, gold, options positioning, and hidden risks from agriculture to private credit. Enjoy!
TIMESTAMPS:
(00:00) Intro
(02:46) Iran War Update
(08:08) Jobs Data, Bonds and Economic Deterioration
(15:22) Asymmetric Iran Impact - US vs Europe/Asia
(21:30) Market Structure - Everyone Owns Puts
(26:35) Ads (Arkham)
(27:23) How Will Iran War Impact Rates and the Economy?
(36:21) SPR Drawdown and Trump’s Strategic Position
(47:19) People Ignoring Agriculture Complex
(51:45) Final Thoughts
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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.