Podcast Notes

Key insights and summaries from the best crypto podcasts

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Forward Guidance

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Bob Elliott: Central banks struggle with oil shocks, the shift to a savings-driven economy, and lessons from the 2008 financial crisis | Forward Guidance

Central banks struggle with oil shocks as rising inflation and decreasing growth challenge economic stability.

APRIL 10, 2026 · By EDITORIAL TEAM

Joseph Wang: Geopolitical tensions could trigger a global recession, high energy prices pose significant risks, and the US labor market shows signs of weakening | Forward Guidance

Geopolitical tensions and high energy prices threaten to trigger a global recession, challenging central banks worldwide.

APRIL 10, 2026 · By EDITORIAL TEAM

Stephen Miran: Oil price increases have minimal long-term inflation effects, current economic conditions don’t require aggressive policy, and deregulation will reduce inflation by half a percent annually | Forward Guidance

Stable inflation expectations suggest no urgent need for drastic monetary policy changes despite rising oil prices.

APRIL 10, 2026 · By EDITORIAL TEAM

Jordi Visser: The rise of AI surpasses oil’s economic impact, Bitcoin’s value is tied to fiat wealth, and the best time to invest in stocks is during recession sentiment | Forward Guidance

AI's rise is reshaping global economics, overshadowing traditional factors like oil and altering investment strategies.

APRIL 10, 2026 · By EDITORIAL TEAM

Latest from Forward Guidance

Jacob Shapiro: Global supply chain disruptions are escalating, the era of US stability is ending, and Iran’s geographical advantages complicate military strategy | Forward Guidance

Apr. 10, 2026

Jacob Shapiro: Global supply chain disruptions are escalating, the era of US stability is ending, and Iran’s geographical advantages complicate military strategy | Forward Guidance

Global supply chain disruptions and shifting power dynamics signal the end of Washington's era of stability.

By EDITORIAL TEAM

Luigi Buttiglione: The US market’s technological edge drives unmatched returns, rising productivity will elevate neutral interest rates, and AI’s dual impact reshapes the economy | Forward Guidance

Mar. 25, 2026

Luigi Buttiglione: The US market’s technological edge drives unmatched returns, rising productivity will elevate neutral interest rates, and AI’s dual impact reshapes the economy | Forward Guidance

AI's disruptive force is reshaping the US economy, driving productivity and influencing interest rate policies.

By EDITORIAL TEAM

Eric Wallerstein: Geopolitical shifts prioritize natural resources, the US holds significant geoeconomic leverage, and tariffs require a broader context | Forward Guidance

Mar. 25, 2026

Eric Wallerstein: Geopolitical shifts prioritize natural resources, the US holds significant geoeconomic leverage, and tariffs require a broader context | Forward Guidance

US tariffs on China rise sharply, highlighting America's strategic leverage in global economic shifts.

By EDITORIAL TEAM

Raoul Pal: Superintelligence will reshape society, rising oil prices threaten economic cycles, and China’s solar dominance is changing energy dynamics | Forward Guidance

Mar. 25, 2026

Raoul Pal: Superintelligence will reshape society, rising oil prices threaten economic cycles, and China’s solar dominance is changing energy dynamics | Forward Guidance

Superintelligence is poised to redefine global priorities, sparking a race for dominance and unprecedented energy demands.

By EDITORIAL TEAM

Joseph Wang: The Fed is the last bastion against political pressure, shrinking its balance sheet will impact risk markets, and Kevin Warsh’s poor monetary policy judgment | Forward Guidance

Feb. 17, 2026

Joseph Wang: The Fed is the last bastion against political pressure, shrinking its balance sheet will impact risk markets, and Kevin Warsh’s poor monetary policy judgment | Forward Guidance

Federal Reserve's independence faces challenges as political pressures and market dynamics shape future monetary policies.

By EDITORIAL TEAM

Alex Campbell: Silver’s soaring demand fuels renewable energy | Forward Guidance

Feb. 17, 2026

Alex Campbell: Silver’s soaring demand fuels renewable energy | Forward Guidance

Silver's crucial role in solar energy and currency stability drives its promising outlook amid global shifts.

By EDITORIAL TEAM

Cem Karsan: Wartime economy reshapes global markets, political populism drives inflation trends, and authoritarianism threatens economic stability | Forward Guidance

Feb. 16, 2026

Cem Karsan: Wartime economy reshapes global markets, political populism drives inflation trends, and authoritarianism threatens economic stability | Forward Guidance

Wartime economic conditions and geopolitical tensions are driving increased market volatility and strategic asset conflicts.

By EDITORIAL TEAM

Vincent Deluard: Inflationary pressures mirror the late 90s, the gig economy’s tax impact is significant, and stocks may thrive amid fiscal stimulus | Forward Guidance

Feb. 16, 2026

Vincent Deluard: Inflationary pressures mirror the late 90s, the gig economy’s tax impact is significant, and stocks may thrive amid fiscal stimulus | Forward Guidance

Rising inflation and gig economy growth could reshape fiscal policies ahead of the US midterms.

By EDITORIAL TEAM

Vincent Deluard: Inflationary pressures mirror the late 90s, the gig economy’s tax impact is significant, and stocks may thrive amid fiscal stimulus | Forward Guidance

Feb. 15, 2026

Vincent Deluard: Inflationary pressures mirror the late 90s, the gig economy’s tax impact is significant, and stocks may thrive amid fiscal stimulus | Forward Guidance

Rising gig economy tax revenues signal a shift in economic indicators and potential fiscal policy changes.

By EDITORIAL TEAM

Alex Gurevich: Interest rates may return to zero, the long-term bond market trend is breaking down, and parabolic rallies follow slow upward trends | Forward Guidance

Feb. 14, 2026

Alex Gurevich: Interest rates may return to zero, the long-term bond market trend is breaking down, and parabolic rallies follow slow upward trends | Forward Guidance

Interest rates might plummet back to zero, reshaping economic strategies and market dynamics.

By EDITORIAL TEAM

Podcast Notes

Bob Elliott: Central banks struggle with oil shocks, the shift to a savings-driven economy, and lessons from the 2008 financial crisis | Forward Guidance

Joseph Wang: Geopolitical tensions could trigger a global recession, high energy prices pose significant risks, and the US labor market shows signs of weakening | Forward Guidance

Stephen Miran: Oil price increases have minimal long-term inflation effects, current economic conditions don’t require aggressive policy, and deregulation will reduce inflation by half a percent annually | Forward Guidance

Jordi Visser: The rise of AI surpasses oil’s economic impact, Bitcoin’s value is tied to fiat wealth, and the best time to invest in stocks is during recession sentiment | Forward Guidance

Latest from Forward Guidance

Jacob Shapiro: Global supply chain disruptions are escalating, the era of US stability is ending, and Iran’s geographical advantages complicate military strategy | Forward Guidance

Jacob Shapiro: Global supply chain disruptions are escalating, the era of US stability is ending, and Iran’s geographical advantages complicate military strategy | Forward Guidance

Luigi Buttiglione: The US market’s technological edge drives unmatched returns, rising productivity will elevate neutral interest rates, and AI’s dual impact reshapes the economy | Forward Guidance

Luigi Buttiglione: The US market’s technological edge drives unmatched returns, rising productivity will elevate neutral interest rates, and AI’s dual impact reshapes the economy | Forward Guidance

Eric Wallerstein: Geopolitical shifts prioritize natural resources, the US holds significant geoeconomic leverage, and tariffs require a broader context | Forward Guidance

Eric Wallerstein: Geopolitical shifts prioritize natural resources, the US holds significant geoeconomic leverage, and tariffs require a broader context | Forward Guidance

Raoul Pal: Superintelligence will reshape society, rising oil prices threaten economic cycles, and China’s solar dominance is changing energy dynamics | Forward Guidance

Raoul Pal: Superintelligence will reshape society, rising oil prices threaten economic cycles, and China’s solar dominance is changing energy dynamics | Forward Guidance

Joseph Wang: The Fed is the last bastion against political pressure, shrinking its balance sheet will impact risk markets, and Kevin Warsh’s poor monetary policy judgment | Forward Guidance

Joseph Wang: The Fed is the last bastion against political pressure, shrinking its balance sheet will impact risk markets, and Kevin Warsh’s poor monetary policy judgment | Forward Guidance

Alex Campbell: Silver’s soaring demand fuels renewable energy | Forward Guidance

Alex Campbell: Silver’s soaring demand fuels renewable energy | Forward Guidance

Cem Karsan: Wartime economy reshapes global markets, political populism drives inflation trends, and authoritarianism threatens economic stability | Forward Guidance

Cem Karsan: Wartime economy reshapes global markets, political populism drives inflation trends, and authoritarianism threatens economic stability | Forward Guidance

Vincent Deluard: Inflationary pressures mirror the late 90s, the gig economy’s tax impact is significant, and stocks may thrive amid fiscal stimulus | Forward Guidance

Vincent Deluard: Inflationary pressures mirror the late 90s, the gig economy’s tax impact is significant, and stocks may thrive amid fiscal stimulus | Forward Guidance

Vincent Deluard: Inflationary pressures mirror the late 90s, the gig economy’s tax impact is significant, and stocks may thrive amid fiscal stimulus | Forward Guidance

Vincent Deluard: Inflationary pressures mirror the late 90s, the gig economy’s tax impact is significant, and stocks may thrive amid fiscal stimulus | Forward Guidance

Alex Gurevich: Interest rates may return to zero, the long-term bond market trend is breaking down, and parabolic rallies follow slow upward trends | Forward Guidance

Alex Gurevich: Interest rates may return to zero, the long-term bond market trend is breaking down, and parabolic rallies follow slow upward trends | Forward Guidance

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