About these summaries
Octagon has summarized 7 episodes of Forward Guidance published between Oct 13, 2026 and Nov 6, 2026. The companies discussed most often are Fidelity, Blockworks and DAS London. Each summary lists key takeaways, short timestamped quotes and the companies and tickers mentioned, with a link to the full episode.
Most-mentioned companies
- Fidelity 3
- Blockworks 2
- DAS London 2
- Fidelity Digital Assets 2
Episodes
- Long Gold And Short Semis Into Year-End? | Weekly Roundup
Tony Greer argued that the market’s violent post-midterm reversal is less about a clean political “clearing event” and more about a growing mix of uncertainty, crowded…
- Is The AI Selloff A Buying Opportunity? | Warren Pies
Warren Pies said he has taken equity risk down because market internals have weakened even though he still thinks the AI build-out has more room to run.
- The Fed Is A Sideshow While The AI Trade Implodes | Weekly Roundup
The hosts argued that the Fed is no longer the main market driver because it is boxed in by a slowing economy, sticky inflation, and emerging stress in the AI and commodity…
- The Only Way Out Is Through | Weekly Roundup
The host and a guest frame the week as a sharp risk-off rotation: Nasdaq weakness, a bond rally, and rising oil are colliding in a way that looks less like a one-off shock and…
- Where Is The Crypto Alpha Hiding This Cycle?
The panel argued that crypto’s alpha is increasingly coming from selective, fundamental work rather than simple beta exposure, especially in an early and uneven bull market.
- The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup
Bonds rallied hard even after hot CPI and PPI, and the hosts argued the move was driven less by clean inflation math than by a messy mix of positioning, Fed speak, and cracks in…
- Robinhood & Lighter: Why Wall Street Is Moving Onchain
Robinhood’s Johann Kerbrat and Lighter’s Vlad Novakovski argued that finance is moving onchain because the technology has matured, regulators are more receptive, and products can…
Forward Guidance, its episodes and artwork belong to Blockworks. Octagon is not affiliated with the show; these pages are independent summaries.
