Forward Guidance Podcast Transcripts
Blockworks · 621 episodes with transcripts
The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace.
Spoken has transcripts of 621 Forward Guidance episodes, with the speakers named. The newest listed here is from October 20, 2026.
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Latest Forward Guidance transcripts
Where Is The Crypto Alpha Hiding This Cycle?
October 20, 2026
Jack Farley (0:00)
Nothing said on Forward Guidance is a recommendation to buy or sell any investments or products.
All right, everybody, I'm super excited today to be joined by some of my favorite allocators in the industry here to talk a bit about where the alpha is in this cautiously optimistic, but potentially early bull market that we have going on here. Yeah, why don't we go on a line here? Just feel free to introduce…
Arthur Cheong (0:33)
Yeah, I'm Arthur. I'm the founder and CEO of Defiance Capital. We are crypto liquid funds that's been investing in the space since 2020
Classic liquid venture style. We buy the crypto of the ad that we think have a lot of promising potential. And yeah, stay in for the ride.
Rajiv Patel-O'Connor (0:52)
Hi, I'm Rajiv. I'm a GP of Framework Ventures for an SF-based investment firm that mostly does early stage venture and some liquid token investing.
- Where Is The Crypto Alpha Hiding This Cycle?
- The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup
- Robinhood & Lighter: Why Wall Street Is Moving Onchain
- America’s AI Boom Is Squeezing Main Street | Weekly Roundup
- The Bond Market Pain Isn't Over | Weekly Roundup
- The Fed Is Hiking Into A Growth Slowdown | Weekly Roundup
- The Market Is Mispricing A Correlation Shock | Dean Curnutt
- The Bond Market Is Trapping The Fed | Weekly Roundup
- Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber
- Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekly Roundup
- Treasury-Led Financial Repression Is Ushering In A Debasement Regime | Weekly Roundup
- The Growth Strategy Trapping The Fed | Darius Dale
- Washington Is Suppressing Volatility To Keep The AI Boom Alive | Weekly Roundup
- The Portfolio Built To Survive Every Crash | Jared Dillian
- The AI Unwind And Warsh's Long-End Gamble | Weekly Roundup
- AI Efficiency Is Repricing The Compute Market | Steve Hou
- The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup
- Think Like Everyone Else, Lose Like Everyone Else | Brent Donnelly
- The AI Trade Is Finally Cracking | Weekly Roundup
- How To Trade The New Warsh Fed | Bob Sheehan
- Is The Fed Panic Already Fading? | Weekly Roundup
- A New Era Is Beginning In Markets | Weekly Roundup
- The Warsh Fed Will Look Nothing Like Before | Joseph Wang
- Blockworks Acquires Messari
- Policy Intervention Is Keeping The Bull Market Alive | Weekly Roundup
- Warsh Must Choose The Dollar Or The Bond Market | Luke Gromen
- Why This Economy Refuses To Break | David Cervantes
- How To Trade The AI Productivity Boom | Weekly Roundup
- The AI Bubble Is Widely Misunderstood | Steve Hou
- Markets Are Misreading A Late Cycle Liquidity Crunch | Michael Howell
- Market Structure is Fueling an Inflation Trap | Weekly Roundup
- Market Structure is Distorting Reality as Inflation Builds | Weekly Roundup
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