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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Amy Oldenburg
Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenburg · Oct 2025

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Andreas Steno Larsen
The Credit Cycle Is Just Getting Started | Andreas Steno Larsen · Feb 2025

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Andrei Stetsenko
Dispatches From India | Andrei Stetsenko, Partner at Farley Capital · Jan 2024

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Andrzej Skiba
The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba · Feb 2024

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Andy Verity
Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported · Jan 2024

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Angus Shillington
India Is The Most Promising Emerging Market | Angus Shillington · Aug 2024

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Anthony Dilweg
Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg · Dec 2023

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Avi Felman

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Barry Knapp
Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market · Jun 2024

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Ben Harburg
Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg · Jul 2024

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Ben Kizemchuk
Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk · Sep 2025

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Ben Santonelli
The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli · Nov 2023

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Bill Isaac
Government Debt Crisis Has Hit U.S. Banks | Bill Isaac, Former FDIC Chair · Aug 2023

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Bill Wolf
Real GDP Lending on Blockchain Could Be A Gamechanger | Bill Wolf · Aug 2022

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Bob Haber

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Bob Sheehan
How To Trade The New Warsh Fed | Bob Sheehan · Jun 2026

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Byron Gilliam
It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley · Jul 2023

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Casey Wagner
Sam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of The Century · 2 episodes

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Chance Finucane
Cash Is King In Multi-Year Recessionary Bear Market | Chance Finucane · Dec 2022

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DC Analyst
All You Ever Wanted To Know About Interest Rates | DC Analyst · Dec 2022

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Dan McNamara
The Commercial Real Estate Default Cycle Has Only Just Begun | Dan McNamara · Apr 2023

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Dan Siciliano
The Banking System Is Healing | Dan Siciliano & Michael Ericson · Dec 2023

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Daniel Neilson
Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par · 3 episodes

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Danny Dayan
Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan · 3 episodes

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Dave Goodson
Does Historic Cheapness Of Agency Mortgage-Backed Securities (MBS) Indicate Funding Stress? Dave Goodson, Professor Jeremy Siegel, Jeremy Schwartz, and Jack Farley · Oct 2023

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David Cervantes
Why This Economy Refuses To Break | David Cervantes · 4 episodes

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David Goone
The Next Big Thing In Capital Markets | David Goone · Jun 2024

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David Hay
Does Powell Mean Business? | David Hay · Mar 2023

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Dean Curnutt
The Market Is Mispricing A Correlation Shock | Dean Curnutt · 2 episodes

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Dennis Lockhart
Rate Cuts May Not End Fed's Quantitative Tightening | Former Atlanta Fed President Dennis Lockhart · Aug 2023

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Dominique Dwor-Frecaut

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Emil Kalinowski
We Are Living In A Silent Depression | Emil Kalinowski · Jul 2022

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Eric Wallerstein
The Global Economy Is Splitting Into Spheres | Eric Wallerstein · Mar 2026

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George Goncalves

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George Noble
George Noble: A 20-50% Market Crash Is Coming · 2 episodes

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George Robertson
The Recession Has Already Started | George Robertson · 4 episodes

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Greg Steinmetz
Learning From the Most Ruthless Robber Baron (Jay Gould) | Greg Steinmetz · Oct 2022

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Guy Berger
Should We Be Worried About Jobs Report Revisions? | Guy Berger · Aug 2025

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Harald Malmgren
Restrictions On Investments Into China Are Imminent | Harald Malmgren & Nicholas Glinsman · Feb 2023

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Huw Roberts
Deconstructing Macro Narratives About Inflation, Bonds, and Bitcoin | Huw Roberts, Quant Insight · Nov 2021

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635 episodes from the feed, newest first.

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