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_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

Website

Most frequent guests

Joseph Wang 35 episodes
Danielle DiMartino Booth 13 episodes
Jim Bianco 12 episodes
Michael Howell 9 episodes
Alfonso Peccatiello 8 episodes
Chris Whalen 8 episodes
Darius Dale 7 episodes
Andy Constan 7 episodes
Lyn Alden 6 episodes
Vincent Deluard 6 episodes

Every guest on Forward Guidance

287 guests, ranked by how many people never want them back.

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Bethany McLean
The Rise of "Legal Fraud" | Bethany McLean · Sep 2022

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Steve Keen
Doomberg & Steve Keen: The Green New Deal and Energy Security · Feb 2023

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Kyla Scanlon
In This Economy? | Kyla Scanlon · May 2024

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Aswath Damodaran
"I'm Surprised The Market's Not Down More" | Aswath Damodaran · Sep 2022

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Bob Elliott
The Macro Chain Reaction of Oil Shocks | Bob Elliott · 4 episodes

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David Rubenstein
David Rubenstein, Billionaire Investor Who Hired Jay Powell, On What Makes A Great Investor · Dec 2022

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Fabrice Grinda
Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins · Jun 2024

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Marko Papic
Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact · Nov 2023

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Roger Lowenstein
Birth of the U.S. Dollar | Roger Lowenstein · Apr 2022

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Craig Fuller
Supply Chain Expert Breaks Down The Fallout From Trump’s Trade War | Craig Fuller · May 2025

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Liz Ann Sonders
Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle · 2 episodes

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Lyn Alden
Deficits Are Forcing the Fed Back Into Expansion | Lyn Alden · 6 episodes

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Mike Green
Mike Green: Passive Stock Market Edifice Put To The Test As Recession A Near Certainty · 4 episodes

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Raoul Pal
AI Will Drive The Biggest Boom In History | Raoul Pal · 2 episodes

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Barry Eichengreen
Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies · Dec 2023

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Campbell Harvey
Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy · Jan 2024

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David Beckworth
We’re Entering The Final Phase Of Fiscal Dominance | David Beckworth · Jul 2025

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James Fishback
James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World · May 2024

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Luigi Zingales
The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed · Mar 2024

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Luke Gromen
Warsh Must Choose The Dollar Or The Bond Market | Luke Gromen · 4 episodes

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Austin Campbell

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Benn Eifert
Volatility Hedge Fund Manager Unpacks Derivatives Misconceptions | Benn Eifert · 2 episodes

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Brent Donnelly
Think Like Everyone Else, Lose Like Everyone Else | Brent Donnelly · 2 episodes

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Claudia Sahm
Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing · Feb 2024

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Edward Harrison
The “Everything Risk” Is Here | Ed Harrison · May 2022

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Harley Bassman
Where The Next Big Bond Trade Is Hiding | Harley Bassman · 3 episodes

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Hugh Hendry
The Fed Is Not In Control Of The Eurodollar System | Hugh Hendry · Aug 2022

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Jeff Snider
Jeff Snider: The Credit Crunch Is Here As Ultra Rare Bond Market Signal Flashes Red For First Time Since 2008 · 3 episodes

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Jim Bianco
The New Regime People Don’t Want To Accept | Jim Bianco · 12 episodes

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Joseph Wang
The Warsh Fed Will Look Nothing Like Before | Joseph Wang · 35 episodes

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Kris Sidial
The Shiny New Derivative That’s Taken Over Wall Street | Kris Sidial on Zero Day To Expiration (0DTE) Options & Tail Risk During A Volatility Bear Market · 2 episodes

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Mark Cabana
Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply · Jul 2023

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Mark Dow
Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong · Apr 2024

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Michael Pettis
China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle · 2 episodes

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

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Nathan Tankus
Nathan Tankus on The "Pozsar Moment" In Shadow Banking · Apr 2023

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Neil Dutta
The Fed Is Losing Its Easing Bias While AI Props Up The Economy | Neil Dutta · 4 episodes

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Nouriel Roubini
How U.S. Treasury Is Fighting The Fed | Nouriel Roubini & Stephen Miran on Treasury’s $800 Billion of “Stealth QE” via “Activist Treasury Issuance” (ATI) · Jul 2024

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Perry Mehrling
Dr. Perry Mehrling on The Dollar Standard, Globalization of Shadow Banking, and Charles Kindleberger · May 2023

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Peter Atwater
Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map” · Jul 2023

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Recent episodes

635 episodes from the feed, newest first.

Is The AI Selloff A Buying Opportunity? | Warren Pies
with Warren Pies

Nov 2026
The Fed Is A Sideshow While The AI Trade Implodes | Weekly Roundup
Oct 2026
The Only Way Out Is Through | Weekly Roundup
Oct 2026
Where Is The Crypto Alpha Hiding This Cycle?
Oct 2026
The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup
Oct 2026
Robinhood & Lighter: Why Wall Street Is Moving Onchain
Oct 2026
America’s AI Boom Is Squeezing Main Street | Weekly Roundup
Oct 2026
The Bond Market Pain Isn't Over | Weekly Roundup
Sep 2026
The Fed Is Hiking Into A Growth Slowdown | Weekly Roundup
Sep 2026
The Market Is Mispricing A Correlation Shock | Dean Curnutt
with Dean Curnutt

Sep 2026
The Bond Market Is Trapping The Fed | Weekly Roundup
Sep 2026
Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber
with Matt Hougan

Sep 2026
Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekly Roundup
Aug 2026
Treasury-Led Financial Repression Is Ushering In A Debasement Regime | Weekly Roundup
Aug 2026
The Growth Strategy Trapping The Fed | Darius Dale
with Darius Dale

Aug 2026
Washington Is Suppressing Volatility To Keep The AI Boom Alive | Weekly Roundup
Aug 2026
The Portfolio Built To Survive Every Crash | Jared Dillian
with Jared Dillian

Aug 2026
The AI Unwind And Warsh's Long-End Gamble | Weekly Roundup
Aug 2026
AI Efficiency Is Repricing The Compute Market | Steve Hou
with Steve Hou

Jul 2026
The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup
Jul 2026
Think Like Everyone Else, Lose Like Everyone Else | Brent Donnelly
with Brent Donnelly

Jul 2026
The AI Trade Is Finally Cracking | Weekly Roundup
Jul 2026
How To Trade The New Warsh Fed | Bob Sheehan
with Bob Sheehan

Jun 2026
Is The Fed Panic Already Fading? | Weekly Roundup
Jun 2026
A New Era Is Beginning In Markets | Weekly Roundup
Jun 2026