Forward Guidance

13
Business #125, Investing #47

The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.Follow Felix: https://twitter.com/fejau_incFollow Forward Guidance: https://twitter.com/ForwardGuidance Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBWFollow Blockworks: https://twitter.com/Blockworks_Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidanceForward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

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Recent Episodes
  • Former Fed Official & Stablecoin Expert On The Future Of Money | Robert Bench
    Jun 11, 2025 – 59:13
  • The Trump–Elon Fallout Proves Nothing Stops The Spending Train | Weekly Roundup
    Jun 6, 2025 – 56:19
  • The New Regime People Don’t Want To Accept | Jim Bianco
    Jun 4, 2025 – 01:05:23
  • Trump’s Tariff War Gets Sidelined By The Courts | Weekly Roundup
    May 30, 2025 – 54:43
  • The US Economy Is About To Take Off And Bring Stocks With It | David Cervantes
    May 28, 2025 – 56:04
  • America’s Debt Spiral Is Accelerating | Weekly Roundup
    May 23, 2025 – 54:47
  • America Is Risking A Liz Truss Moment | Kevin Muir
    May 21, 2025 – 01:11:35
  • The Fiscal Spiral Has No Off Switch | Weekly Roundup
    May 17, 2025 – 52:31
  • The Next Big Trade Is Hiding In Plain Sight | Citrini
    May 16, 2025 – 55:17
  • China Trade Deal Doesn't Change Where We're Headed | Luke Gromen
    May 14, 2025 – 52:43
  • The Fed's Strategy Is To Be Late | Weekly Roundup
    May 9, 2025 – 56:21
  • Supply Chain Expert Breaks Down The Fallout From Trump’s Trade War | Craig Fuller
    May 8, 2025 – 54:28
  • The Die Is Cast For A 2025 Recession | Neil Dutta
    May 7, 2025 – 51:49
  • The Strong Data Is A Mirage | Weekly Roundup
    May 2, 2025 – 57:01
  • Tariffs Are Reversing U.S Dollar Capital Flows | Bob Elliott
    Apr 30, 2025 – 52:41
  • Inflation Expectations Are Already Unanchored | Weekly Roundup
    Apr 25, 2025 – 01:16:19
  • The System Is Too Levered To Take Real Pain | Arthur Hayes
    Apr 23, 2025 – 47:11
  • US Assets Are Dead Money Without A Policy Shift | Weekly Roundup
    Apr 18, 2025 – 53:24
  • Why Systematic Macro Outperforms Discretionary | Market Radar
    Apr 17, 2025 – 53:06
  • BOTTOM IS IN, Says Trader Who Predicted The Crash | Mel Mattison
    Apr 16, 2025 – 01:01:21
  • The Biggest Market Crash Since 2020, What Next?
    Apr 14, 2025 – 01:10:31
  • The Trump Put Is In The Bond Market | Weekly Roundup
    Apr 11, 2025 – 01:01:00
  • Trump Is “Kitchen Sinking” The US Economy | Darius Dale
    Apr 9, 2025 – 56:56
  • This Is What Capitulation Feels Like | Weekly Roundup
    Apr 4, 2025 – 47:53
  • Liquidity Is Breaking And The Economy Is Next | Michael Howell
    Apr 2, 2025 – 01:09:01
  • Why Institutions Are Betting On Tokenization | LIVE Panel From DAS
    Mar 28, 2025 – 39:08
  • The Death Of American Exceptionalism? | Le Shrub
    Mar 26, 2025 – 01:00:00
  • The Secret To Maintaining Dollar Dominance | Joseph Wang & Austin Campbell LIVE @ DAS
    Mar 25, 2025 – 38:47
  • How To Position For 2025 | Jonah Van Bourg & Avi Felman LIVE from DAS
    Mar 24, 2025 – 32:31
  • The Fed & Treasury Aren’t Backing Down | Weekly Roundup LIVE @ DAS
    Mar 21, 2025 – 39:33
  • The U.S. Debt Crisis: Why Growth Is the Only Solution | Mohamed El-Erian Pt. 2 LIVE @ DAS
    Mar 20, 2025 – 39:43
  • Stablecoins Are The Next Big Buyer Of US Debt | Matt Hougan LIVE @ DAS
    Mar 19, 2025 – 22:15
  • Be Careful Buying The Dip Here | Weekly Roundup
    Mar 14, 2025 – 55:28
  • The Bottom Is In For Yields, NOT Equities | Vincent Deluard
    Mar 12, 2025 – 01:05:09
  • Bearish Sentiment Is Overblown | Weekly Roundup
    Mar 8, 2025 – 56:20
  • The US is Risking Stagflation | Mohamed El-Erian
    Mar 7, 2025 – 34:42
  • The Market Is OVERREACTING to Policy Uncertainty | Jeff deGraaf
    Mar 5, 2025 – 44:34
  • The Market Leads The Economy—And It’s Heading Down | Weekly Roundup
    Feb 28, 2025 – 59:17
  • The Fed's Balance Sheet Plans Are Kryptonite For Risk Assets | Andy Constan
    Feb 26, 2025 – 01:10:09
  • Unpacking The Fed & Treasury’s Master Plan | Weekly Roundup
    Feb 21, 2025 – 48:19
  • Volatility Hedge Fund Manager Unpacks Derivatives Misconceptions | Benn Eifert
    Feb 20, 2025 – 01:10:56
  • Is Trump Actually Good For Markets? | Weekly Roundup
    Feb 14, 2025 – 01:02:45
  • The Credit Cycle Is Just Getting Started | Andreas Steno Larsen
    Feb 12, 2025 – 51:55
  • Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup
    Feb 7, 2025 – 51:14
  • The U.S. Job Market Is On The Brink | Danielle DiMartino Booth
    Feb 5, 2025 – 49:26
  • Trading Crypto's Weekend Meltdown | 1000x
    Feb 4, 2025 – 59:58
  • Positioning For Trump's Policy Flip Flops | Weekly Roundup
    Jan 31, 2025 – 55:39
  • What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell
    Jan 29, 2025 – 53:30
  • Trump Vs The Fed: The Battle Over Rates, Growth, & Inflation | Weekly Roundup
    Jan 24, 2025 – 48:39
  • Why FX Volatility Will Dominate Markets In 2025 | Brent Donnelly
    Jan 22, 2025 – 57:38
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