{"podcast":{"title":"Forward Guidance","slug":"forward-guidance-4502930","podcast_index_feed_id":4502930,"rss_url":"https://feeds.megaphone.fm/forwardguidance","website_url":"https://blockworks.co/podcasts/forwardguidance/","image_url":"https://megaphone.imgix.net/podcasts/f398def0-373d-11ec-a51f-8fb207c4cf09/image/a75147ace106f858919e6a202dfa4c94.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Blockworks","episode_count":605,"summary":"The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision. Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx","last_synced_at":null,"page_url":"https://stenobird.com/podcast/forward-guidance-4502930"},"episode":{"title":"Oil And AI Are Breaking The Middle Class | Weekly Roundup","slug":"oil-and-ai-are-breaking-the-middle-class-weekly-roundup","published_at":"2026-05-09T05:03:00+00:00","page_url":"https://stenobird.com/podcast/forward-guidance-4502930/oil-and-ai-are-breaking-the-middle-class-weekly-roundup","show_page_url":"https://stenobird.com/podcast/forward-guidance-4502930","url":"https://traffic.megaphone.fm/BWG3307861161.mp3","audio_url":"https://traffic.megaphone.fm/BWG3307861161.mp3","summary":"Markets are ripping while geopolitical risk, inflation, and class tensions boil under the surface, creating a growing disconnect between booming asset prices and the economic reality facing most people. This week, we break down the oil market, AI-driven growth, and the inflation dynamics shaping the global economy. We debate whether policymakers are intentionally running the economy hot to preserve growth and geopolitical leverage. We also dive into gold, housing, AI job disruption, consumer weakness, inequality, and why the next political and economic cycle could look even more unstable than markets expect. Enjoy! TIMESTAMPS: 00:00 Intro 02:38 Oil Inventories Near Stress Levels 07:38 Trading Oil Volatility 13:45 Oil, China, And AI 17:13 Energy Exports Versus AI Imports 20:22 Can Statecraft Survive Inflation? 24:35 Earnings Keep Ripping 26:25 Run-It-Hot Inflation Regime 30:07 Gold Returns To The Spotlight 33:01 Run It Hot, Leverage, & Centralization 40:47 AI Hits The Labor Market 44:53 Housing And Replacement Costs 47:50 Inflation Hits Everyday Life FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Quinn – https://x.com/qthomp › Tyler – https://x.com/Tyler_Neville › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks RESOURCES › Weekly Roundup Charts – https://drive.google.com/file/d/1-r4fcVGPGE15TIZN9JOGLQLu5ATcGPYl/view?usp=sharing DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.","meta_description":"Markets are ripping while geopolitical risk, inflation, and class tensions boil under the surface, creating a growing disconnect between booming asset pri…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3259,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/forward-guidance-4502930/episodes/oil-and-ai-are-breaking-the-middle-class-weekly-roundup/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/forward-guidance-4502930/oil-and-ai-are-breaking-the-middle-class-weekly-roundup.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}