Forward Guidance

A podcast by Blockworks

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495 Episodes

  1. The Fed's Strategy Is To Be Late | Weekly Roundup

    Published: 5/9/2025
  2. Supply Chain Expert Breaks Down The Fallout From Trump’s Trade War | Craig Fuller

    Published: 5/8/2025
  3. The Die Is Cast For A 2025 Recession | Neil Dutta

    Published: 5/7/2025
  4. The Strong Data Is A Mirage | Weekly Roundup

    Published: 5/2/2025
  5. Tariffs Are Reversing U.S Dollar Capital Flows | Bob Elliott

    Published: 4/30/2025
  6. Inflation Expectations Are Already Unanchored | Weekly Roundup

    Published: 4/25/2025
  7. The System Is Too Levered To Take Real Pain | Arthur Hayes

    Published: 4/23/2025
  8. US Assets Are Dead Money Without A Policy Shift | Weekly Roundup

    Published: 4/18/2025
  9. Why Systematic Macro Outperforms Discretionary | Market Radar

    Published: 4/17/2025
  10. BOTTOM IS IN, Says Trader Who Predicted The Crash | Mel Mattison

    Published: 4/16/2025
  11. The Biggest Market Crash Since 2020, What Next?

    Published: 4/14/2025
  12. The Trump Put Is In The Bond Market | Weekly Roundup

    Published: 4/11/2025
  13. Trump Is “Kitchen Sinking” The US Economy | Darius Dale

    Published: 4/9/2025
  14. This Is What Capitulation Feels Like | Weekly Roundup

    Published: 4/4/2025
  15. Liquidity Is Breaking And The Economy Is Next | Michael Howell

    Published: 4/2/2025
  16. Why Institutions Are Betting On Tokenization | LIVE Panel From DAS

    Published: 3/28/2025
  17. The Death Of American Exceptionalism? | Le Shrub

    Published: 3/26/2025
  18. The Secret To Maintaining Dollar Dominance | Joseph Wang & Austin Campbell LIVE @ DAS

    Published: 3/25/2025
  19. How To Position For 2025 | Jonah Van Bourg & Avi Felman LIVE from DAS

    Published: 3/24/2025
  20. The Fed & Treasury Aren’t Backing Down | Weekly Roundup LIVE @ DAS

    Published: 3/21/2025

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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_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance  Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx