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

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Every guest on Forward Guidance

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

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Jeffrey Sherman
Liquidity Has “Dried Up,” Says $100 Billion Investor | Jeffrey Sherman · Aug 2022

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Jeremy Schwartz
Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast) · Sep 2023

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Jeremy Siegel

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Jerome Schneider
PIMCO’s Cash King On Liquidity, Repo, Debt Ceiling, And Yield Curve Inversion | Jerome Schneider · Apr 2023

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Jonathan Treussard
The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield” · Apr 2024

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Jurrien Timmer
Where Are We In The Bull Market? | Jurrien Timmer · 2 episodes

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Katie Stockton
The Technicals Are Bearish | Katie Stockton · Dec 2022

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Kyle Bass
China’s Economic House Of Cards | Kyle Bass & Nick Glinsman · Dec 2022

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Marc Cohodes
Marc Cohodes: The Stock Market Is Not A Game · Mar 2023

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Mark Yusko
Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview) · Sep 2023

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Matt Hougan
Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber · 3 episodes

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Philipp Carlsson-Szlezak
BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans · Jul 2024

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Rick Rule
Will A Recession End The Commodity Bull Market? | Rick Rule · Jul 2022

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Russell Napier
Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation · 2 episodes

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Spencer Jakab
GameStop, Citadel, And The Fleecing Of Small Investors | Spencer Jakab · Sep 2023

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Tobias Carlisle
How To Spot Overvalued Companies | Tobias Carlisle · Nov 2021

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Warren Pies
Is The AI Selloff A Buying Opportunity? | Warren Pies · 5 episodes

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Helen Thompson
Energy & Trade Wars Are Rewriting the World Order | Helen Thompson · 2 episodes

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Arthur Hayes
Inevitable Money Printing Will Drive A “Debt Doom Loop” | Arthur Hayes · 2 episodes

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Brent Johnson
The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trade, and the Exaggerated Rumors of the Dollar’s Demise · 3 episodes

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Brian Quintenz
Former CFTC Commissioner Brian Quintenz On Crypto Regulation · Sep 2023

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David Grider
Crypto Credit Markets Will Rewrite Risk Management | David Grider · Aug 2025

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James Seyffart
What ETF Flows Are Telling Us About Investor Appetite | James Seyffart · Feb 2026

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Jeff Park
Crypto's Biggest Liquidation, DAT Strategies, & The Purification Trade | Jeff Park · Oct 2025

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Joe McCann
FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann · Jan 2025

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Matthew Sigel
Bitcoin's Path To $3 Million Dollars | Matthew Sigel · Sep 2024

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Mel Mattison
BOTTOM IS IN, Says Trader Who Predicted The Crash | Mel Mattison · 2 episodes

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Michael Howell
Markets Are Misreading A Late Cycle Liquidity Crunch | Michael Howell · 9 episodes

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Michael Ippolito

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Nick Timiraos
Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election · 4 episodes

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Thomas LaSalvia

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Travis Kling
Debating The Impact Of A Bitcoin Strategic Reserve | Travis Kling · Dec 2024

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Vance Spencer
Crypto’s 2023 “Health Check” | Vance Spencer · Jan 2023

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Bob Diamond
Former Barclays CEO’s Big Bet on Hyperliquid’s Explosive Growth | Bob Diamond & David Schamis · Sep 2025

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Dan Tapiero
Is The U.S. Entering A Golden Age Of Capitalism? | Dan Tapiero · Dec 2024

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David Schamis

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Eric Fine
How the Dollar Will Be Gradually Eroded by Emerging Market Currencies | Eric Fine & Natalia Gurushina (VanEck Fireside Chat) · Aug 2024

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Peter Tchir
The Economy Is Slowing Much Faster Than The Fed Thinks | Peter Tchir · Nov 2022

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Robert Bench
Former Fed Official & Stablecoin Expert On The Future Of Money | Robert Bench · Jun 2025

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Steve Hou
AI Efficiency Is Repricing The Compute Market | Steve Hou · 2 episodes

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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

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The Market Is Mispricing A Correlation Shock | Dean Curnutt
with Dean Curnutt

Sep 2026
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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
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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
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A New Era Is Beginning In Markets | Weekly Roundup
Jun 2026