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)
Markets Are Underestimating the Risk of a 10–15% Correction | Weekly Roundup
Forward Guidance
Should We Be Worried About Jobs Report Revisions? | Guy Berger
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The Financial Repression Endgame | Weekly Roundup
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Markets Haven’t Priced In The End of Fiscal Tailwinds | Andy Constan
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Will Market Euphoria Cool Off In August? | Weekly Round-Up
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Breaking Down The FOMC Meeting with Joseph Wang, Brent Donnelly & Bob Elliot
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The Fed Is Fueling A New Inflation Wave | Danny Dayan
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Welcome to Peak Monetary Policy Theater | Weekly Roundup
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Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig
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The Great Ponzi-fication Of Markets | Weekly Roundup
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We’re Entering The Final Phase Of Fiscal Dominance | David Beckworth
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The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel
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Unpacking The Crypto Treasury Meta
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All Roads Lead To Debasement | Weekly Roundup
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Bringing The Long Tail Of Markets Onchain
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The Stablecoin Future, Macro Moves & Big Tech Embracing Crypto | Permissionless...
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The Fed’s New Mandate Is Financing The Deficit | Weekly Roundup
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DeFi Lending Will Eat Wall Street By 2030 | Sidney Powell
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The Fed Is Still Choosing to Be “Late” On Rate Cuts | Weekly Roundup
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Empire | Introducing the Token Transparency Framework
Forward Guidance
Market Infrastructure Is Being Rebuilt on Blockchain | Vishal Gupta
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The Unwinding Of The Global U.S Dollar Trade | Weekly Roundup
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Former Fed Official & Stablecoin Expert On The Future Of Money | Robert Bench
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The Trump–Elon Fallout Proves Nothing Stops The Spending Train | Weekly Roundup
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The New Regime People Don’t Want To Accept | Jim Bianco
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Trump’s Tariff War Gets Sidelined By The Courts | Weekly Roundup
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The US Economy Is About To Take Off And Bring Stocks With It | David Cervantes
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America’s Debt Spiral Is Accelerating | Weekly Roundup
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America Is Risking A Liz Truss Moment | Kevin Muir
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The Fiscal Spiral Has No Off Switch | Weekly Roundup
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The Next Big Trade Is Hiding In Plain Sight | Citrini
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China Trade Deal Doesn't Change Where We're Headed | Luke Gromen
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The Fed's Strategy Is To Be Late | Weekly Roundup
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Supply Chain Expert Breaks Down The Fallout From Trump’s Trade War | Craig Fulle...
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The Die Is Cast For A 2025 Recession | Neil Dutta
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The Strong Data Is A Mirage | Weekly Roundup
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Tariffs Are Reversing U.S Dollar Capital Flows | Bob Elliott
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Inflation Expectations Are Already Unanchored | Weekly Roundup
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The System Is Too Levered To Take Real Pain | Arthur Hayes
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US Assets Are Dead Money Without A Policy Shift | Weekly Roundup
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Why Systematic Macro Outperforms Discretionary | Market Radar
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BOTTOM IS IN, Says Trader Who Predicted The Crash | Mel Mattison
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The Biggest Market Crash Since 2020, What Next?
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The Trump Put Is In The Bond Market | Weekly Roundup
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Trump Is “Kitchen Sinking” The US Economy | Darius Dale
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This Is What Capitulation Feels Like | Weekly Roundup
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Liquidity Is Breaking And The Economy Is Next | Michael Howell
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Why Institutions Are Betting On Tokenization | LIVE Panel From DAS
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The Death Of American Exceptionalism? | Le Shrub
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The Secret To Maintaining Dollar Dominance | Joseph Wang & Austin Campbell LIVE...
Forward Guidance