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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Aahan Menon
The Hidden Fractures Behind America’s “Resilient” Economy | Aahan Menon · Dec 2025

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Andy Constan
Future Growth Will Be Driven By Banks, Not the Fed | Andy Constan · 7 episodes

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Eric Pachman
Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest Rate Hikes | Eric Pachman’s Data-Visualizations On Why Inflation & Hiring Are Sticky · Jun 2024

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Julian Brigden
Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting · Jul 2023

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Kevin Muir
America Is Risking A Liz Truss Moment | Kevin Muir · 4 episodes

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Larry McDonald
Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak” · 2 episodes

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Noel Smith
The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol, and How He’s Trading VIX Spike & Stock Market Crash · 3 episodes

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Remi Tetot
Remi Tetot on AI, Crypto, and Uranium · Mar 2024

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Rupert Mitchell
Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold · Apr 2024

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Tian Yang
Dusting Off The Recession Playbook | Tian Yang · 2 episodes

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Tony Greer
The Market Has Already Picked Its Winners for 2026 | Tony Greer · 2 episodes

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Victoria Greene
Why 2022 Isn't A "Buy The Dip" Market | Victoria Greene · Jul 2022

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Claudio Borio
Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and the Boundaries Of Debt-Fueled Economic Growth · Oct 2023

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Eric Basmajian
Breaking Down The Current Business Cycle | Eric Basmajian · 4 episodes

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Hari Krishnan
Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades · 2 episodes

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Jacob Shapiro
The Iran War is Accelerating the End of Globalism | Jacob Shapiro · 6 episodes

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Le Shrub
The Death Of American Exceptionalism? | Le Shrub · 2 episodes

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Leland Miller
Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller · Aug 2023

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Michael Kao
Why The Fed Rate Cuts Were A Mistake | Michael Kao · 5 episodes

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Michael Nicoletos
The Dollar Rises With Crypto And Gold - What Gives? | Michael Nicoletos at DAS: London · Nov 2021

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Paul Tucker
Former Central Banker on China, Global Discord, and Financial Stability | Sir Paul Tucker · Mar 2023

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Peter Boockvar
Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle · Jul 2024

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Roger Hirst
Central Bankers vs. The Bond Market | Roger Hirst · Feb 2023

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Weston Nakamura
“Crazy Things” Are Happening In The Japanese Bond Market | Weston Nakamura · 3 episodes

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William White
The Unintended Consequences of Central Banks' Easy Money | William White · Dec 2021

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Robert McCauley
The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR · Jun 2023

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Jeff deGraaf
The Market Is OVERREACTING to Policy Uncertainty | Jeff deGraaf · Mar 2025

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Bilal Hafeez
Private Markets To Implode As Fed Hikes to 7% | Bilal Hafeez · 2 episodes

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Carolyn Sissoko
Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans · Dec 2023

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Colby Smith
What This Fed Watcher Is On The Lookout For | Colby Smith (February 2023 FOMC) · Jan 2023

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Frances Coppola
Can Europe's Economy Handle Russian Sanctions? | Frances Coppola · Apr 2022

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Kathryn Judge
The Little-Known Entity That’s Lent Over $1 Trillion To U.S. Banks (10x The Fed!) | Professor Kathryn Judge on The Federal Home Loan Bank (FHLB) System · Jul 2023

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Kathy Jones
Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans · Dec 2023

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Peter Stella
Peter Stella & Joseph Wang on Debt Death Spirals, Monetarism, and The Fiscal Theory Of The Price Level · Apr 2023

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Scott Skyrm
FTX and “The Money Noose”: Scott Skyrm On The Fall of MF Global · 2 episodes

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Aidan Garrib
A Deep Dive On China's Financial System | Aidan Garrib · Oct 2023

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Alex Etra

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Alex Gray
The Big Bank Deep Dive | Alex Gray · Jan 2023

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Alexander Stahel

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Althea Spinozzi
Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds · Nov 2023

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Recent episodes

635 episodes from the feed, newest first.

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