Will Market Euphoria Cool Off In August?

What this episode covers

In this episode, we explore what’s next for markets after a week packed with major economic data. We break down the recent surge in market euphoria, discuss whether stagflation is taking hold, and examine the outlook for growth—plus much more. Enjoy! __ Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for $100 OFF https://blockworks.co/event/digital-asset-summit-2025-london -- Treasury Companies: Market Data - https://blockworks.co/analytics/treasury-companies/market-data __ This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (01:56) Takeaways From Economic Data (08:51) AI Capex Is The Economy Now (11:09) VanEck Ad (11:53) AI Capex Is The Economy Now (17:46) Are We In Stagflation? (22:16) Will Market Euphoria Cool Off In August? (29:05) VanEck Ad (29:50) How To Navigate Stagflation? (38:12) Strategy’s Q2 Earnings __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

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Frequently Asked Questions

How long is this episode of Forward Guidance?

This episode is 59 minutes long.

When was this Forward Guidance episode published?

This episode was published on August 1, 2025.

What is this episode about?

In this episode, we explore what’s next for markets after a week packed with major economic data. We break down the recent surge in market euphoria, discuss whether stagflation is taking hold, and examine the outlook for growth—plus much more....

Can I download this Forward Guidance episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.