Episode
AI Reratings & Growth Reacceleration Add Fuel To The Real Asset Rotation | Weekly Roundup
- Podcast
- Forward Guidance
- Published
- Feb 26, 2026
- Duration seconds
- 3280
- Processing state
not_requested- Canonical source
- https://traffic.megaphone.fm/BWG3051188979.mp3
Actions
POST https://stenobird.com/v1/public/podcasts/forward-guidance-4502930/episodes/ai-reratings-growth-reacceleration-add-fuel-to-the-real-asset-rotation-weekly-roundup/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/forward-guidance-4502930/ai-reratings-growth-reacceleration-add-fuel-to-the-real-asset-rotation-weekly-roundup.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
We discuss the latest AI productivity disruptions, market reactions to the Citrini piece, NVIDIA earnings, and why capital keeps rotating away from software toward real assets, energy, and commodities. We also explore volatility, policy distortions, and signs of economic reacceleration. 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://x.com/ForwardGuidance Follow Blockworks: https://x.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Weekly Roundup Charts: https://drive.google.com/file/d/1QhmyPwzHfE0pzkjIWOxHtvUolJptQPUr/view?usp=sharing — Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. — Timestamps: (00:00) Intro (03:…