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
WebsiteEvery guest on Forward Guidance
284 guests, ranked by how many people never want them back.
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Mike Harris
The Strategies & Risks In Quant Trading | Mike Harris · Aug 2024
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Mike McGlone
Commodity Prices Are Due For A Severe Correction, Says Mike McGlone · Nov 2022
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Mike Singleton
Business Cycle Slowdown Will Intensify Into Recession | Mike Singleton · Aug 2023
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Milton Berg
Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929 · 3 episodes
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Mustafa Chowdhury
The Banks Didn’t Hedge Enough | Mustafa Chowdhury · Mar 2023
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Nanette Jacobson
The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson · Sep 2023
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Neal Berger
Bear Market Not Over, Says Veteran Trader Who Made 163% Return in 2022 | Neal Berger · Feb 2023
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Nicholas Glinsman
The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman · 4 episodes
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Nick Givanovic
Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors · May 2024
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Nick Halaris
Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock · 2 episodes
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Nick Reece
No Clear Sign Of Recession Yet, Says Nick Reece · Jul 2022
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Patrick Perret-Green
Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time) · 2 episodes
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Patrick Saner
Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility · Feb 2024
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Paul Hodges
Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening · 5 episodes
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Paul Latronica
Convertible Bonds: The Everything Asset Class | Paul Latronica · Aug 2022
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Paul Sankey
Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts · 2 episodes
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Pranav Kanade
The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund · Apr 2024
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Prometheus Macro
Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro · Sep 2023
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Richard Field
The Fed Blundered In 2008 —And It’s Blundering Now | Richard Field · Oct 2022
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Ronald Stöferle
Stagflation 2.0 Is Here To Stay | Ronald Stöferle and Mark Valek · 2 episodes
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Sam Burns
Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns · 3 episodes
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Scott Freeman
Liquidity In Crypto Is Declining | Scott Freeman · Nov 2022
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Sean Fielder
Can Gold Withstand the Liquidity Drain? | Sean Fielder · May 2022
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Sidney Powell
DeFi Lending Will Eat Wall Street By 2030 | Sidney Powell · Jun 2025
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Simon Ree
Key Principles For Successful Trading | Simon Ree · Apr 2023
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Steven Bregman
The Hidden Risks of Passive Investing | Steven Bregman · Dec 2021
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Ted Oakley
The Bear Market Has Only Just Begun | Ted Oakley · Sep 2022
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Teddy Vallee
The “Short Everything” Trade | Teddy Vallee · Apr 2022
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Tracy Shuchart
Why Are Commodities Crashing? | Tracy Shuchart · 2 episodes
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Vítor Constâncio
Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System · Jul 2023
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Warren Mosler
Rethinking Rate Cuts: Are We Fueling Inflation Or Controlling It? | Warren Mosler · 2 episodes
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Willem Middelkoop
Gold to $10,000 in The Big Reset | Willem Middelkoop · Mar 2022
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Recent episodes
635 episodes from the feed, newest first.
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The Market Is Mispricing A Correlation Shock | Dean CurnuttSep 2026
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Treasury-Led Financial Repression Is Ushering In A Debasement Regime | Weekly RoundupAug 2026
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The Growth Strategy Trapping The Fed | Darius DaleAug 2026
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The Portfolio Built To Survive Every Crash | Jared DillianAug 2026
with Jared Dillian
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The AI Unwind And Warsh's Long-End Gamble | Weekly RoundupAug 2026
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AI Efficiency Is Repricing The Compute Market | Steve HouJul 2026
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The AI Unwind Is Forcing A Historic Market Rotation | Weekly RoundupJul 2026
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Think Like Everyone Else, Lose Like Everyone Else | Brent DonnellyJul 2026
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How To Trade The New Warsh Fed | Bob SheehanJun 2026
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A New Era Is Beginning In Markets | Weekly RoundupJun 2026