Forward Guidance(@ForwardGuidance):NEW POD We Cover: 🔸 Treasury buyback announcement 🔸 Which hard assets we like 🔸 Midterm macro policy 🔸 Can the Fed stay hawkish? 🔸 Oil’s sneaky comeback @fejau_inc @qthomp TIMESTAMPS: 00:00 DAS Asia October 7th 03:17 Treasury Buyback Announcement 12:53 Is This Fiscal Operation Twist? 19:17 Where Does The Debasement Trade Go? 24:18 How Long Can They Goose Markets? 29:08 Can The Fed Stay Hawkish? 33:39 When Should You Buy Inflation Protection? 37:58 Is Debt Monetization Next? 41:25 Where Should Investors Hide? 46:12 Where’s The Next Bull Market? 51:58 Final Thoughts

2026.08.20 13:33

NEW POD We Cover: 🔸 Treasury buyback announcement 🔸 Which hard assets we like 🔸 Midterm macro policy 🔸 Can the Fed stay hawkish? 🔸 Oil’s sneaky comeback @fejau_inc @qthomp TIMESTAMPS: 00:00 DAS Asia October 7th 03:17 Treasury Buyback Announcement 12:53 Is This Fiscal Operation Twist? 19:17 Where Does The Debasement Trade Go? 24:18 How Long Can They Goose Markets? 29:08 Can The Fed Stay Hawkish? 33:39 When Should You Buy Inflation Protection? 37:58 Is Debt Monetization Next? 41:25 Where Should Investors Hide? 46:12 Where’s The Next Bull Market? 51:58 Final Thoughts