Forward Guidance

A podcast by Blockworks

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495 Episodes

  1. The U.S. Debt Crisis: Why Growth Is the Only Solution | Mohamed El-Erian Pt. 2 LIVE @ DAS

    Published: 3/20/2025
  2. Stablecoins Are The Next Big Buyer Of US Debt | Matt Hougan LIVE @ DAS

    Published: 3/19/2025
  3. Be Careful Buying The Dip Here | Weekly Roundup

    Published: 3/14/2025
  4. The Bottom Is In For Yields, NOT Equities | Vincent Deluard

    Published: 3/12/2025
  5. Bearish Sentiment Is Overblown | Weekly Roundup

    Published: 3/8/2025
  6. The US is Risking Stagflation | Mohamed El-Erian

    Published: 3/7/2025
  7. The Market Is OVERREACTING to Policy Uncertainty | Jeff deGraaf

    Published: 3/5/2025
  8. The Market Leads The Economy—And It’s Heading Down | Weekly Roundup

    Published: 2/28/2025
  9. The Fed's Balance Sheet Plans Are Kryptonite For Risk Assets | Andy Constan

    Published: 2/26/2025
  10. Unpacking The Fed & Treasury’s Master Plan | Weekly Roundup

    Published: 2/21/2025
  11. Volatility Hedge Fund Manager Unpacks Derivatives Misconceptions | Benn Eifert

    Published: 2/20/2025
  12. Is Trump Actually Good For Markets? | Weekly Roundup

    Published: 2/14/2025
  13. The Credit Cycle Is Just Getting Started | Andreas Steno Larsen

    Published: 2/12/2025
  14. Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup

    Published: 2/7/2025
  15. The U.S. Job Market Is On The Brink | Danielle DiMartino Booth

    Published: 2/5/2025
  16. Trading Crypto's Weekend Meltdown | 1000x

    Published: 2/4/2025
  17. Positioning For Trump's Policy Flip Flops | Weekly Roundup

    Published: 1/31/2025
  18. What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell

    Published: 1/29/2025
  19. Trump Vs The Fed: The Battle Over Rates, Growth, & Inflation | Weekly Roundup

    Published: 1/24/2025
  20. Why FX Volatility Will Dominate Markets In 2025 | Brent Donnelly

    Published: 1/22/2025

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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