Tariffs, USA Fiscal Dominance, & Global Liquidity with Felix Jauvin
Felix Jauvin AKA 'Fejau', Host of Forward Guidance Podcast, joins us today to answer questions about the macro outlook, fiscal dominance, Bitcoin & Gold, and what's coming next in the global markets.What happens when the obvious Bitcoin play everyone saw coming actually works? In this convo we explore his viral "BTC: The Trade After the Trade" thesis and whether it holds up heading into July.We cover tariff policy, black swan indicators, and what macro signals sophisticated traders actually track. Felix breaks down which crypto companies could accelerate GDP growth and connects federal policy…
The skinny
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