In this episode, PhD Economist Jens Nordvig breaks down the evolving macro environment marked by waning Fed independence, shifting capital flows, and a weakening U.S. dollar. He explains how tariff shocks, long-end bond dynamics, and geopolitical tensions are reshaping global investment behavior and challenging the traditional safe-haven role of U.S. assets. Jens also outlines the structural phases of de-dollarization, central bank reserve diversification, and how these factors may signal a long-term dollar downtrend. Enjoy!

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This Forward Guidance episode is brought to you by VanEck.

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Timestamps:

(00:00) Introduction

(02:38) Bitcoin’s Quantum Threat

(07:18) Presidio Conference

(10:27) Quantum Resistant Solutions

(11:08) Ledn Ad

(11:45) Quantum Resistant Solutions

(17:14) Jameson’s Proposal

(23:21) What If You’re In A Coma?

(25:00) Ledn

(25:45) Proposal Feedback

(27:20) Quantum Mining

(29:59) How Fast Is A Quantum Hack?

(32:15) The Quantum Plan

(33:41) How To Protect Your Funds?

(35:39) Bitcoin Layers 2s

(37:43) Core vs Knots

(42:01) Is Bitcoin Progressing?

(45:16) Final Thoughts

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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