Episode Details
| Title | Will Powell’s Jackson Hole Speech Break Markets? | Weekly Roundup |
|---|---|
| Date | 8/21/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $EASING - Despite short-term hawkish rhetoric, the long-term trend is towards easing, with expectations of significantly lower interest rates in the near future.
- “In nine months, these are lame duck right now, and we're gonna jack rates way lower. If you fast forward through the event, you're gonna end up at the same place, which is this is still an easing cycle. This is still a Ponzi scheme.” - Tyler (18:58)
- 🟢 $GOLDMINERS - 🔒
Bearish:
- 🔻 $FINANCIALS - 🔒
- 🔻 $TREASURIES - 🔒
- 🔻 $IWM - 🔒