New episode is out now! @fejau_inc @Tyler_Neville_ @qthomp We discuss: - The macro super bowl (FOMC, GDP, QRA etc) - AI capex is the economy - Are we in stagflation? - Will market euphoria fade in August? - Strategy's Q2 earnings & more! Timestamps: 00:00 Introduction 01:56 Takeaways From Economic Data 08:51 AI Capex Is The Economy Now 11:09 VanEck Ad 11:53 AI Capex Is The Economy Now 17:46 Are We In Stagflation? 22:16 Will Market Euphoria Cool Off In August? 29:05 VanEck Ad 29:50 How To Navigate Stagflation? 38:12 Strategy’s Q2 Earnings Links Below ↓

🏛️ Monetarium 2 👤 @qthomp ▶️ US Macro Outlook and Leading Indicators to Watch for the Possible Decline of the Dollar From a Wile E. Coyote moment to financial repression: the macro indicators signaling dollar decline & what investors should watch ↓

Awesome way to finish the Week with a cool @ForwardGuidance panel! Thanks for having me guys 🥹🙏🌳

🏛️ Monetarium 2 👤 @qthomp 🎙️ US Macroeconomic Outlook & Leading Indicators to Watch for the Possible Decline of the US Dollar ▶️ Full video From a Wile E. Coyote moment to financial repression: the macro indicators signaling dollar decline & what investors should watch ↓

🚀 ICYMI: All Roads Lead To Debasement We Discuss: 🔶 NFP & unemployment surprise 🔶 Impact of anti-immigration policy 🔶 What the BBB means for the deficit 🔶 Both political parties are terrible 🔶 EM-ification of the US & more! Timestamps: 00:00 Cold Open 04:00 Bullish NFP? 08:25 Ads (Aptos) 11:12 Anti-Immigration Impact 17:32 Wage Growth, Yields & Controlled Demolition 21:22 BBB Passed, Now What? 26:40 Ads (Aptos) 27:32 Both Sides Are Terrible 34:32 High-Yield Credit 37:17 Get Out on the Risk Spectrum 39:52 Active Treasury Issuance Greater Than QE 41:37 The Problem is Getting Worse 44:12 All Roads Lead to Debasement 46:58 Crushing Global Labor 48:52 DXY & the End of Central Banking 51:47 EM-ification of the US 54:12 MSTR & BTC Volatility 58:44 Seasonality, Leverage & Momentum 01:01:32 Symptoms of a Failed System 01:08:50 Buying vs Renting 01:13:28 Final Thoughts @Tyler_Neville_ @qthomp @fejau_inc Links Below ↓

@ForwardGuidance , live from #Monetarium2 @qthomp @fejau_inc @FedGuy12

New episode is out now! @qthomp @Tyler_Neville_ @fejau_inc We discuss: - The global fiscal supercycle - Geopolitical impact on markets - Unwinding of the U.S Dollar trade - Can A.I bail us out, CPI, jobless claims & more! Links Below ↓

I'm taking a Twitter detox/hiatus for an unknown period of time but will leave you all with this snippet from our recent report before I go 🧑‍🍳🤌😘 And tomorrow we're hosting our next @lekker_cap LP update call to help our investors get into position for a stress-free summer. While I'll be less active on here the next few weeks, we'll still be active in the markets and building, so reach out if you'd like to chat or invest in the fund ✌️

📣 Monetarium 2 Speaker Announcement: Quinn Thompson 📣 @qthomp will be speaking on U.S. macroeconomic outlook and leading indicators to watch for the possible decline of the U.S. Dollar More info below ↓

Investors of @lekker_cap just received a long research report on our playbook for the rest of 2025. It's up there with some of the best work we've ever done and presents a few of our favorite themes, including our highest conviction trade since BTC/Trump victory in November.