Forward Guidance(@ForwardGuidance):NEW POD We Cover: 🔸 The Fed’s stagflation trap 🔸 America’s fading stimulus 🔸 Europe’s coming currency reset 🔸 The contrarian UK equity trade 🔸 Canada’s investment revival & more! @VincentDeluard @fejau_inc @qthomp TIMESTAMPS: 00:00 Joined By Vincent Deluard 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?

2026.09.18 13:00

NEW POD We Cover: 🔸 The Fed’s stagflation trap 🔸 America’s fading stimulus 🔸 Europe’s coming currency reset 🔸 The contrarian UK equity trade 🔸 Canada’s investment revival & more! @VincentDeluard @fejau_inc @qthomp TIMESTAMPS: 00:00 Joined By Vincent Deluard 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?