ABOUT THIS PODCAST 🔗
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
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
Hosts:
Update frequency:
every 5 days
Average audio length:
64 minutes
Guest interviews
Has sponsors
English
United States
638 episodes
since Oct. 27, 2021
episodic
AUDIENCE OF THIS PODCAST 🔗
~43.39% of listeners are from United States.
🇺🇸
US
43.39%
🇮🇪
IE
28.44%
🇩🇪
DE
3.62%
🇬🇧
GB
3.44%
🇰🇪
KE
3.10%
🇦🇺
AU
2.04%
🇮🇳
IN
2.00%
🇨🇦
CA
1.95%
🇨🇭
CH
1.57%
🇧🇪
BE
1.06%
🇧🇷
BR
0.85%
🇳🇱
NL
0.85%
🇮🇹
IT
0.68%
🇪🇸
ES
0.63%
🇫🇷
FR
0.51%
🇫🇮
FI
0.51%
🇹🇭
TH
0.46%
🇲🇾
MY
0.42%
🇿🇦
ZA
0.38%
🇳🇴
NO
0.34%
🇸🇬
SG
0.34%
🇵🇰
PK
0.34%
🇦🇪
AE
0.25%
🇯🇵
JP
0.21%
🇱🇹
LT
0.21%
🇵🇱
PL
0.17%
🇷🇸
RS
0.17%
🇦🇹
AT
0.17%
🇨🇿
CZ
0.17%
🇵🇭
PH
0.17%
🇵🇹
PT
0.12%
🇮🇱
IL
0.12%
🇪🇪
EE
0.12%
🇨🇴
CO
0.12%
Others
1.08%
* Data source: directly measured on Listen Notes. real-time
LATEST EPISODE 🔗
Is the AI trade officially dead and where can investors hide while we wait and see?
This week, we’re joined by Tony Greer to unpack the semiconductor selloff and the trades taking shape into year end.
We also discuss gold’s resilience, a potential bond bottom, the Fed’s next move, and why hom…
SEARCH PAST EPISODES
Search past episodes of Forward Guidance.
PREVIOUS EPISODES 🔗
Is the AI trade busting or is the market just catching its breath?
This week, Warren Pies of 3Fourteen Research joins us to explain why he took equity risk off while still believing the AI build-out has room to run.
We also explore financials vs. staples flashing caution, why Fed hikes are th…
The AI trade is cracking and the Fed is too boxed in to help.
This week, Felix and Quinn weigh what a fracturing AI story and stalled monetary policy mean for markets heading into year end.
We explore gold breaking to new lows, implied correlations spiking, Lagarde's exit and Europe's hike pr…
Can anything stop oil's run when the SPR is already drained?
This week, we dig into why the oil squeeze is becoming structural, not just a Strait of Hormuz story.
We explore the oil curve trade, the Brent–WTI gap, tightening financial conditions, and crypto's slow bottoming process. Enjoy!
…
Is crypto finally rewarding the investors who do the work?
This week, we sit down with three top allocators at DAS Singapore to unpack where the real alpha lives in an early, uneven bull market.
We explore where crypto x AI actually works, building size in illiquid tokens, if $HYPE stays the …
Is the AI trade now the only thing standing between the economy and a slowdown?
This week, we unpack why bonds are rallying through scalding inflation data and what that says about the current cycle and inflection point in markets.
We explore the collapse in October hike odds, why AI backst…
Are onchain markets about to become the default way the world trades?
This week, Felix sits down live at DAS Singapore with Robinhood's Johann Kerbrat and Lighter's Vlad Novakovski to unpack the convergence of TradFi and crypto.
We explore 24/7 trading, why perps beat CFDs, pre-IPO and commod…
Can policymakers keep the AI boom alive without squeezing the rest of the economy?
This week, Aidan Garrib, PGM Global’s head of global macro strategy and research, joins us to explore the widening divide between Wall Street and Main Street.
We discuss what’s driving bond yields, housing’s sq…
The 10-year just closed at 5.22%, but the pain trade may be even higher.
This week, 40-year rates trading veteran DCP joins us as we examine the bond selloff and what it would take to actually break something and flip the pain trade in bonds.
We explore SOFR hike pricing, AI capex and private…
What happens when the Fed hikes into fading stimulus, slowing growth, and persistent inflation?
This week, we're joined by Vincent Deluard of StoneX Group to explore America’s emerging stagflation trap, AI’s economic support, and Europe’s potential Japan-style currency reset.
We also discuss …
Disclaimer: The podcast and artwork embedded on this page are from Blockworks, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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