Forward Guidance
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://twi...
Episodes (1282)
Dispersion Is Exploding While Main Street Reaccelerates | Weekly Roundup
Forward Guidance
How I Called 2026's Biggest Rally | Vincent Delaurd
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Markets Are Entering A New Era Of AI-Driven Disruption | Weekly Roundup
Forward Guidance
Will Trump's New Fed Chair Crash Markets? | Joseph Wang
Forward Guidance
The Fed Is Background Noise While Markets Reprice Reality | Weekly Roundup
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Finding The Next Perfect Trade | Alex Gurevich
Forward Guidance
The Generational Metal Squeeze Exposing Broken Sovereign Debt | Weekly Roundup
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Markets Are Entering A Wartime Economy | Cem Karsan
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The Market Is Rotating Faster Than Policy Can Keep Up | Weekly Roundup
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The End of Globalism, AI Acceleration & the Political Horseshoe | Alex Campbell
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Commodities & Cyclicals Are 2026’s Mega-Cap Tech | Weekly Roundup
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Future Growth Will Be Driven By Banks, Not the Fed | Andy Constan
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The Market Has Already Picked Its Winners for 2026 | Tony Greer
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Why This Isn’t A Bubble & Early 2026 Looks Like Goldilocks | Warren Pies
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Why Today’s Economy Serves Assets, Not Workers | Harris Kupperman
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How To Position In A "Slowdown" Regime | Market Radar
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Fed Embraces "Run It Hot" For Powell's Final Months | Weekly Roundup
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The Global Economy Runs on Perpetual Stimulus | Keith Dicker
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AI & Central Planning Are Propping Up the Economy | Weekly Roundup
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The Hidden Fractures Behind America’s “Resilient” Economy | Aahan Menon
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The AI Economy Is Leaving Labor Behind | Weekly Roundup
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AI Is Ushering in an Entirely New Economic Paradigm | Jordi Visser
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AI’s CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup
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Why Cross-Border Flows Matter More Than Rate Cuts | Capital Flows
Forward Guidance
Hawkish Fed, Credit Stress & A K-Shaped America | Weekly Roundup
Forward Guidance
LTCM Co-Founder on Risk, Leverage & Simplicity | Victor Haghani
Forward Guidance
America’s Two-Tier Economy Is Breaking Down | Weekly Roundup
Forward Guidance
The Next Chapter For Blockworks | Empire
Forward Guidance
The Fed's Hawkish Cut & The Financial Hunger Games | Weekly Roundup
Forward Guidance
Deficits Are Forcing the Fed Back Into Expansion | Lyn Alden
Forward Guidance
How Financialization Broke Markets & Hollowed Out America | Weekly Roundup
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Institutional Demand for Crypto is Accelerating | Matt Hougan
Forward Guidance
Global Liquidity Cycle & the Worldwide Rush Into Hard Assets | Weekly Roundup
Forward Guidance
Crypto's Biggest Liquidation, DAT Strategies, & The Purification Trade | Jeff Pa...
Forward Guidance
The Ingredients Are in Place for a Blow-Off Top | Weekly Roundup
Forward Guidance
The Recession Has Already Started | George Robertson
Forward Guidance
This Bull Market Has Legs | Weekly Roundup
Forward Guidance
Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenb...
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Economic Reacceleration or Growth Scare? | Weekly Roundup
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Inevitable Money Printing Will Drive A “Debt Doom Loop” | Arthur Hayes
Forward Guidance
Winners & Losers After The Fed’s Dovish Pivot | Weekly Roundup
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Energy & Trade Wars Are Rewriting the World Order | Helen Thompson
Forward Guidance
The Data Is Screaming Two-Speed Economy | Weekly Roundup
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Former Barclays CEO’s Big Bet on Hyperliquid’s Explosive Growth | Bob Diamond &...
Forward Guidance
The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup
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Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk
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The Post-Summer Market Rotation is Here | Weekly Roundup
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Trump’s Tariffs Could Stall Growth Before 2026 Surge | Alfonso Peccatiello
Forward Guidance
Will Powell’s Jackson Hole Speech Break Markets? | Weekly Roundup
Forward Guidance
Crypto Credit Markets Will Rewrite Risk Management | David Grider
Forward Guidance