Welcome to Peak Monetary Policy Theater | Weekly Roundup

This week, Felix and Quinn unpack the Fed independence drama following Trump’s visit to Powell, explore the long-term implications of politicizing monetary policy, and preview next week’s pivotal QRA. They discuss how inflation expectations are diverging from commodities, why real yield correlations are breaking down, and how the dollar’s regime may be shifting. Enjoy! — Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for $100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ Weekly Roundup Charts: ​https://drive.google.com/file/d/1fStI5q6IlPMiU2_swJ_r5sImvbxFSugS/view?usp=sharing — This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix Echo Protocol is the first Bitcoin liquid re-staking and yield layer on MoveVM. As the second-largest protocol on Aptos by TVL, Echo secures nearly half of the network’s bridged assets with ~$270M in aBTC minted. https://www.echo-protocol.xyz/ — Timestamps: (00:00) Introduction (02:36) Fed Independence (08:02) Ads (VanEck, Aptos) (09:22) Fed Independence (14:25) What’s the Rates Solution? (23:40) Upcoming QRA (25:38) Ads (VanEck, Aptos) (27:03) Upcoming QRA (32:14) Potential Fed Pivot (35:49) Dollar Regime Shift (46:08) Housing Market (51:04) Final Thoughts — 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. #Macro #Investing #Markets #ForwardGuidance