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

Every guest on Forward Guidance

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

—
Imaru Casanova
Gold Stocks Are Undervalued | Imaru Casanova (VanEck Fireside Chat #4) · Sep 2024

0 votes
—
Imran Lakha
Options Trading for Macro Investors | Imran Lakha · 2 episodes

0 votes
—
Ingo Sauer
Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank) · Mar 2024

0 votes
—
James Butterfill
A Little Bitcoin Goes a Long Way | James Butterfill · Dec 2021

0 votes
—
James Davolos
Investment Strategies to PROFIT From Inflation (Not Just Hedge) | James Davolos · Nov 2021

0 votes
—
James Lavish
The Sovereign Debt Spiral | James Lavish · Aug 2023

0 votes
—
Jan Szilagyi
How the World’s Biggest Macro Hedge Funds Are Using AI | Jan Szilagyi · Apr 2026

0 votes
—
Jane Knodell
The Fed's Playbook for Fighting Bank Panics, Now vs. The Great Depression | Dr. Jane Knodell · 2 episodes

0 votes
—
Jason Shapiro
Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now) · 3 episodes

0 votes
—
Jay Shabat
Airline Revenues Are Soaring. Their Profits Are Not | Planes And Trains Expert Jay Shabat on Depressed Railroad Volumes And Global Air Traffic · 2 episodes

0 votes
—
Jens Nordvig
Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig · 4 episodes

0 votes
—
Jeremy Seigel

0 votes
—
John Comiskey
U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey · Jan 2024

0 votes
—
John Maxfield
The Bank Panic Is Already Over (Here’s Why) | John Maxfield · Apr 2023

0 votes
—
John Toohig
John Toohig & Nate Stovall: Bank Loan Market Is “Very Frozen” · 3 episodes

0 votes
—
Jonah Van Bourg
How To Position For 2025 | Jonah Van Bourg & Avi Felman LIVE from DAS · 2 episodes

0 votes
—
Jonny Matthews
Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews · 3 episodes

0 votes
—
Josef Pschorn
Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank · Feb 2024

0 votes
—
Josh Young
A Wild Ride In The Oil Market | Josh Young · 2 episodes

0 votes
—
Julien Bittel

0 votes
—
Juliette Declercq
The "Money Illusion" Keeps the Economy Hot | Juliette Declercq · Mar 2022

0 votes
—
Keith Dicker
The Global Economy Runs on Perpetual Stimulus | Keith Dicker · 2 episodes

0 votes
—
Kyle Mowery
Secrets of Small Cap Value Investing | Kyle Mowery · Feb 2024

0 votes
—
Kyrill Asatur
Making Informed Decisions as an Individual Investor | Kyrill Asatur · Jul 2022

0 votes
—
Laila Kollmorgen
Structured Credit Maven Laila Kollmorgen on CLO’s Rally and Opportunity To Differentiate As Fundamentals Soften and Prices Climb | VanEck Fireside Chat #6 · Sep 2024

0 votes
—
Liz Young
The Fed Doesn't Care About Your Feelings | Liz Young · Feb 2022

0 votes
—
Logan Mohtashami
Real Estate Market Will Stay "Savagely Unhealthy" For A Long Time | Logan Mohtashami · Aug 2022

0 votes
—
Lou Crandall
The Fate Of The Fed's Balance Sheet | Lou Crandall & Joseph Wang on Draining of Reverse Repo (RRP) Facility, Timeline of QT Taper, and 2024 Tax Refund Data · 2 episodes

0 votes
—
Louis Camhi
SPACs Are Bonds, Actually | Louis Camhi · 2 episodes

0 votes
—
Luigi Buttiglione
The AI Productivity Boom Is Here | Luigi Buttiglione · Mar 2026

0 votes
—
Lukas Kuemmerle
Bullish Commodities? Not So Fast | Lukas Kuemmerle · Apr 2022

0 votes
—
Mark Neuman
ESG: The 40 Trillion Dollar Bubble | Mark Neuman · Aug 2023

0 votes
—
Mark Valek

0 votes
—
Maroon Macro
The Fed's $3 Trillion Problem | Maroon Macro & Joseph Wang · May 2022

0 votes
—
Marshall Stocker
The Next Chapter in Emerging Markets Investing | Marshall Stocker, Co-Head of Emerging Markets, Morgan Stanley · Aug 2023

0 votes
—
Martien Lubberink
Do Banks Have Enough Capital? | Dr. Martien Lubberink · Apr 2023

0 votes
—
Martin Pelletier
Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank · Feb 2024

0 votes
—
Matt Fiebach
Everything You Need To Know About Crypto's FTX-Driven Downturn | Matt Fiebach · Nov 2022

0 votes
—
Michael Drury
Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession · Aug 2024

0 votes
—
Michael Ericson
The Banking System's Guardian Angel You've Never Heard Of | Michael Ericson & Dan Siciliano on Federal Home Loan Banks · Aug 2023

0 votes

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