Policy Intervention Is Keeping The Bull Market Alive | Weekly Roundup

**Tyler** (0:00)
We're watching centralized asset management play out, where you can control the market like that off positioning.

**Quinn** (0:06)
He wasn't going to set the world on fire into the SpaceX IPO.

**Felix** (0:10)
We've hit max asymmetric hawkishness. I don't know how we get any more than where we're at right now.

**Quinn** (0:15)
To me, it's likely a local top in both growth and inflation right here.

**Felix** (0:21)
I just don't know how you get this pronounced inflationary cycle without wage growth.

**Tyler** (0:25)
When the VIX curve is inverted and everyone's scared, that's when you have to buy it by risk, right? You could get a super squeeze because I think a lot of these CTAs delivered.

**Quinn** (0:34)
The next thing that is also going to catch people off guard is to...

**Felix** (0:38)
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All right, everybody, welcome back to another episode of Forward Guidance. Roundup edition, the trio's back after week off.
Enjoying the sun, we're back. What's going on, guys? How you doing?

**Quinn** (1:21)
What up, what up?

**Tyler** (1:23)
What's happening? We're good.

**Felix** (1:26)
Everything and nothing.

**Quinn** (1:27)
Yeah.

**Felix** (1:28)
I hung some art up, finally. It's not just sitting on top of my bookshelf anymore. That's a pretty big deal. I know. Took me months to get the courage and motivation to do it.

**Tyler** (1:38)
Is that the Matisse? Is that a new Matisse? No.

**Felix** (1:42)
The Matisse's are in a bathroom now.

**Tyler** (1:44)
Oh, nice.
This way for functionality a little bit more. It's like, yeah.

**Felix** (1:51)
Thank you. I appreciate it.

**Quinn** (1:51)
Tyler knows one artist, so it makes him sound smart, so he just keeps using it.

**Tyler** (1:58)
It's so true. I got no idea.

**Felix** (2:01)
Do you know where Matisse was from, Tyler?

**Tyler** (2:04)
I figured France.

**Quinn** (2:05)
I figured.

**Felix** (2:05)
Yeah, there you go. There you go. Nice, nice, nice.

**Tyler** (2:09)
Aren't you Felix Jauvin?

**Felix** (2:12)
Yeah.

**Tyler** (2:12)
You got a little French, can you?

**Felix** (2:14)
Yeah. It's always quite difficult for me during these World Cups because I'm half French and half British, so I always have to decide which team to support the most. I've always been England first and then France second, but yeah, it's always tough trying to decide who to support on. And then, I guess, Canada is in the World Cup too for once, which is going to say, what about the home squad?
I'm used to Canada not even being in the World Cup, so I got to get used to that one as well.

**Quinn** (2:42)
You're like the kid who shows up in whichever jerseys went in?

**Felix** (2:47)
No, no, no, no, no, no, no, no, no.

**Quinn** (2:51)
My aunt's from Portugal.

**Felix** (2:53)
No, I have a sequence of support one after the other, but the sequence never changes.

**Tyler** (2:59)
So speaking of this is an NBA Finals too. I grew up outside New York City in New Jersey, and one of my buddies was this guy, Dan Grunfeld, and his dad was the GM of the Knicks. So we were always rooting for the Knicks.
And now that I'm outside San Antonio, all my kids love Wimby, so I'm kind of torn. Last night, my kid's heart was torn out because they hit the shot, and I was all like, let's go Knicks. It's a really weird situation.

**Felix** (3:37)
There's a lot of Knicks bandwagon accusations out there in the wild too, speaking of bandwagoning, but you're an OG, Tyler, so respect to that.

**Tyler** (3:45)
Yeah, yeah. So anyway.

**Felix** (3:49)
Nice.
Okay, before we get into it, got some exciting announcements of some new Digital Asset Summit Days coming up over the next while. We're launching one in Asia, in Singapore. Super exciting. Gonna be right off the back of Token 2049 So the whole industry will be there. So that's happening in October 7th, Das Summit Asia. And then as usual, we're doing the London one as well, although a little bit later because of that. So November 10th to 11th in London, always a ton of fun.
I've never been to Singapore. I'm excited. It's gonna be a good one. And yeah, hit the website, get your tickets early, register early. It's gonna be a good one.