The Frontier Curator
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Forward Guidance
15 episodes this week
Is The Iran Energy Shock About To Break Markets? | Weekly Roundup
Mar 6, 2026
- The Iran conflict is stirring significant volatility in oil markets.
- Market responses reflect uncertainty about the duration of the crisis.
- Speculation is high, with retail investors behaving divergently from institutional players.
The AI Productivity Boom Is Here | Luigi Buttiglione
Mar 4, 2026
- AI is a crucial driver behind recent U.S. productivity increases.
- Concerns about AI leading to job loss are overstated; overall economic wealth can grow.
- Caution is needed in interest rate policy to avoid asset bubbles linked to productivity gains.
AI Reratings & Growth Reacceleration Add Fuel To The Real Asset Rotation | Weekly Roundup
Feb 26, 2026
- AI tools like Claude and their productivity benefits are reshaping job landscapes.
- Government policies are driving rapid AI advancements, impacting labor markets.
- Market reactions could create volatility as traditional investment strategies struggle.
What ETF Flows Are Telling Us About Investor Appetite | James Seyffart
Feb 25, 2026
- Institutional appetite for crypto remains strong despite market downturns.
- Record outflows from Bitcoin ETFs signal investor caution.
- Over 160 new crypto ETFs are in the pipeline, indicating ongoing interest.
Capital Is Leaving Big Tech For Gold And Energy | Weekly Roundup
Feb 21, 2026
- Capital is fleeing Big Tech for gold and energy investments.
- Couples' declining marriage rates could lead to economic stagnation.
- The discourse around market benefits emphasizes a personal connection with subscribers.
Dispersion Is Exploding While Main Street Reaccelerates | Weekly Roundup
Feb 13, 2026
- Job growth is recovering, indicating early economic cycle.
- Past investments favored tech over Main Street; a reversal is underway.
- Fed's restrictive policies may hinder sustainable recovery despite positive signs.
Will Trump's New Fed Chair Crash Markets? | Joseph Wang
Feb 4, 2026
- Kevin Walsh’s appointment as Fed chair raises questions about rate cuts and market stability.
- His hawkish stance on shrinking the Fed's balance sheet could impact risk markets.
- Historical criticism of QE suggests markets may not react as expected.
The Fed Is Background Noise While Markets Reprice Reality | Weekly Roundup
Jan 30, 2026
- The Fed's mandates are irrelevant as markets shift.
- Silver ETF volume rivals major indices, indicating mania.
- Geopolitical factors drive demand for metals and Bitcoin.
The Generational Metal Squeeze Exposing Broken Sovereign Debt | Weekly Roundup
Jan 23, 2026
- The metals market is experiencing a generational short squeeze.
- Sovereign debt dynamics are causing volatility in bond markets.
- The monetary policy landscape may push investors away from bonds.
The Market Is Rotating Faster Than Policy Can Keep Up | Weekly Roundup
Jan 16, 2026
- Market indicators show rising caution despite euphoria.
- Rotation from tech into consumer-focused sectors signals shifting dynamics.
- Credit spreads low, but volatility is likely as confidence wavers.
The End of Globalism, AI Acceleration & the Political Horseshoe | Alex Campbell
Jan 14, 2026
- Silver is experiencing a significant price surge due to supply constraints and demand growth.
- The shift towards solar panels is a major driver of silver demand.
- Current market dynamics suggest a bullish outlook for silver over the next six months.
Commodities & Cyclicals Are 2026’s Mega-Cap Tech | Weekly Roundup
Jan 9, 2026
- Commodities are set to benefit from a shift towards protectionism.
- Economic recovery appears likely as signs of a Main Street rebound emerge.
- Upcoming government spending boosts the commodity sector's outlook.
Future Growth Will Be Driven By Banks, Not the Fed | Andy Constan
Jan 7, 2026
- Central banks are becoming less central to credit creation.
- Private sector banks will fund growth through loans.
- Promises for onshoring and AI drive new credit demand.
The Market Has Already Picked Its Winners for 2026 | Tony Greer
Dec 31, 2025
- The current administration has enabled multiple bull markets.
- Focus on metals and mining as potential leading sectors through 2026.
- Traders should capitalize on breakouts while managing risk carefully.
Why This Isn’t A Bubble & Early 2026 Looks Like Goldilocks | Warren Pies
Dec 24, 2025
- Warren Pies predicts a S&P 500 target of 8,000 by early 2026.
- The economy will not face recession or major inflation, creating a Goldilocks environment.
- Key factors driving this outlook include disinflationary trends in oil, labor, and housing markets.