The Fed Is A Sideshow While The AI Trade Implodes | Weekly Roundup

The AI trade is cracking and the Fed is too boxed in to help. This week, Felix and Quinn weigh what a fracturing AI story and stalled monetary policy mean for markets heading into year end. We explore gold breaking to new lows, implied correlations spiking, Lagarde's exit and Europe's hike pricing, Big Tech capex cuts, and why oil is ripping into the midterms. Enjoy! TIMESTAMPS: 00:00 Brewers Win the World Series 02:39 Fed Holds With Two Hawkish Dissents 08:46 Lagarde Exits as Central Banks Hike 12:46 Fidelity / DAS London 13:58 Gold Slides Below $3,900 19:16 Is the AI Trade Fracturing? 29:29 Fidelity / DAS London 30:46 What Oil Teaches Us About AI 39:46 Midterms, War and Oil Supply 44:32 Inflation, Populism and Unrest 51:05 Polymarket Missed Brazil's Election 53:43 Inside the $6.36B Binance Hack 57:37 Gold, Bitcoin and DAS London FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Quinn – https://x.com/qthomp › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks SPONSORS › Fidelity Crypto was built in-house with over a dozen years of crypto experience. So you can trade crypto and stocks in one place at Fidelity, backed by industry-leading security. Fidelity Crypto. We're here to help you feel good about investing in crypto. Crypto is offered by Fidelity Digital Assets, NA, is not insured by FDIC or SIPC and includes risk of significant loss. Securities offered by Fidelity Brokerage Services,LLC. Member NYSE, SIPC. http://fidelity.com/crypto RESOURCES › Weekly Roundup Charts – https://drive.google.com/file/d/1AkjPKMl-PBMxKBU96-LUgBw0N8DBr4nn/view?usp=sharing › Learn more about Blockworks Agentic Detection: https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era › Start building with the Blockworks Unified API https://blockworks.com/insights/introducing-the-blockworks-unified-api EVENTS › Join us at Digital Asset Summit London Nov 10-11 https://blockworks.com/events DISCLAIMER Nothing said on Forward Guidance is a. recommendation tobuy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

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