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Forward Guidance
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
The Only Way Out Is Through | Weekly Roundup
Quinn Thompson argues that oil prices will keep rising because global inventories and reserves are depleted, the US SPR has roughly 70 days of demand left, and there is no effective…
Where Is The Crypto Alpha Hiding This Cycle?
Forward Guidance episode 'Where Is The Crypto Alpha Hiding This Cycle?' covers crypto-AI convergence, crypto market dispersion, and how AI is reshaping startup economics.
The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup
Quinn Thompson argues the Fed has shifted its forward guidance with market conditions: after bond market volatility, Fed speakers talked down October hike odds from about 70% to roughly 20-30%, and…
America’s AI Boom Is Squeezing Main Street | Weekly Roundup
Aidan Garrib and Quinn Thompson argue that the US economy is increasingly narrow, with hyperscaler AI capex from Amazon, Alphabet, Meta and Microsoft (up over 90% year over year in 2026) driving…
The Bond Market Pain Isn't Over | Weekly Roundup
DCP argues the bond market remains a pain trade, with higher long-end yields persisting until the Fed signals hikes are done, which he thinks won't happen.