Quinn
Trader / co-host, Forward Guidance weekly roundup
“you just had this idiosyncratic huge selling in equities [while] the rates market wasn't panicking ... I just sort of drew it up as FOMC panic ... how much of the semiconductor asset class was being driven by these 3X retail ETFs that were causing rebalancing.”
“every time yields start rising, the move starts rising, dollar starts rising. They seem to have an answer for it.”
Quinn
One-line summary: Markets commentator on Forward Guidance; positioning/flow read on the July 2026 AI drawdown.
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Said
Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On ai-roi-reckoning:
"you just had this idiosyncratic huge selling in equities [while] the rates market wasn't panicking ... I just sort of drew it up as FOMC panic ... how much of the semiconductor asset class was being driven by these 3X retail ETFs that were causing rebalancing." — 2026-08-03-podcast-forward-guidance-the-ai-unwind-and-warsh-s-long-end-gamble-weekly (2026-08-03)
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On treasury-vol-suppression-to-ai-capex-statecraft:
"every time yields start rising, the move starts rising, dollar starts rising. They seem to have an answer for it." — 2026-08-15-forward-guidance-washington-is-suppressing-volatility (2026-08-07)
Sources
- 2026-08-03-podcast-forward-guidance-the-ai-unwind-and-warsh-s-long-end-gamble-weekly
- 2026-08-15-forward-guidance-washington-is-suppressing-volatility
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