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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.

  1. —
    William English

    Secrets of the Federal Reserve’s Unconventional Monetary Policy | William English, former Director of Division of Monetary Affairs for the Fed Board of Governors, on Quantitative Easing (QE) and Forward Guidance · Jun 2024

    0 votes
  2. —
    Yun Li

    Breaking Down Warren Buffett's 2023 Shareholder Letter | Yun Li · Mar 2023

    0 votes
  3. —
    Zed Francis

    Forced Retirement Selling May Disrupt Santa Rally | Zed Francis · Nov 2022

    0 votes
  4. —
    Thomas Thornton

    Tommy Thornton: Tech Stocks Are In A Bubble · 2 episodes

    0 votes

Recent episodes

635 episodes from the feed, newest first.

  1. Is The AI Selloff A Buying Opportunity? | Warren Pies

    with Warren Pies

    Nov 2026
  2. The Fed Is A Sideshow While The AI Trade Implodes | Weekly Roundup
    Oct 2026
  3. The Only Way Out Is Through | Weekly Roundup
    Oct 2026
  4. Where Is The Crypto Alpha Hiding This Cycle?
    Oct 2026
  5. The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup
    Oct 2026
  6. Robinhood & Lighter: Why Wall Street Is Moving Onchain
    Oct 2026
  7. America’s AI Boom Is Squeezing Main Street | Weekly Roundup
    Oct 2026
  8. The Bond Market Pain Isn't Over | Weekly Roundup
    Sep 2026
  9. The Fed Is Hiking Into A Growth Slowdown | Weekly Roundup
    Sep 2026
  10. The Market Is Mispricing A Correlation Shock | Dean Curnutt

    with Dean Curnutt

    Sep 2026
  11. The Bond Market Is Trapping The Fed | Weekly Roundup
    Sep 2026
  12. Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber

    with Matt Hougan

    Sep 2026
  13. Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekly Roundup
    Aug 2026
  14. Treasury-Led Financial Repression Is Ushering In A Debasement Regime | Weekly Roundup
    Aug 2026
  15. The Growth Strategy Trapping The Fed | Darius Dale

    with Darius Dale

    Aug 2026
  16. Washington Is Suppressing Volatility To Keep The AI Boom Alive | Weekly Roundup
    Aug 2026
  17. The Portfolio Built To Survive Every Crash | Jared Dillian

    with Jared Dillian

    Aug 2026
  18. The AI Unwind And Warsh's Long-End Gamble | Weekly Roundup
    Aug 2026
  19. AI Efficiency Is Repricing The Compute Market | Steve Hou

    with Steve Hou

    Jul 2026
  20. The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup
    Jul 2026
  21. Think Like Everyone Else, Lose Like Everyone Else | Brent Donnelly

    with Brent Donnelly

    Jul 2026
  22. The AI Trade Is Finally Cracking | Weekly Roundup
    Jul 2026
  23. How To Trade The New Warsh Fed | Bob Sheehan

    with Bob Sheehan

    Jun 2026
  24. Is The Fed Panic Already Fading? | Weekly Roundup
    Jun 2026
  25. A New Era Is Beginning In Markets | Weekly Roundup
    Jun 2026