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PODCAST

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:

business investing

All Episodes

34:42

The US is Risking Stagflation | Mohamed El-Erian

Forward Guidance ·

2025/03/07

In this episode, Mohamed El-Erian joins the show to discuss the February jobs report, tariffs & imports front-running, and the inflation outlook, including the growing risk of stagflation. We also delve into the outlook for Europe, Japan, and China, Bitcoin and digital assets, and more. Enjoy! — Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE FG200 FOR $200 OFF general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york __ Follow Mohamed:

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44:34

The Market Is OVERREACTING to Policy Uncertainty |...

Forward Guidance ·

2025/03/05

In this episode, Jeff deGraaf joins the show to discuss the current market regime and why he thinks a recession is unlikely, how he is thinking about the different S&P sectors, and how foreign markets like Europe and China compare to the US. We also delve into the outlook for yields and monetary policy, credit spreads, gold, Bitcoin, and more. Enjoy!__ Follow Jeff deGraaf: https://x.com/RenMacLLC Follow Felix: https://x.com/fejau_inc Follow Forward Guidance:

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59:17

The Market Leads The Economy—And It’s Heading Down |...

Forward Guidance ·

2025/02/28

This week, we discuss why markets lead the economy and a drawdown will trigger a recession, the possibility of stagflation & repercussions of low interest rates, and the impact of Trump’s political agenda on markets and the economy. We also delve into the outlook for oil and gold, market skew, OpEx-driven drawdowns, and more. Enjoy!— Follow Supply Shock: https://twitter.com/SupplyShockBW Supply Shock YouTube: https://www.youtube.com/@SupplyShockBW Follow Cem: https://x.com/jam_croissant Follow

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70:09

The Fed's Balance Sheet Plans Are Kryptonite For Risk...

Forward Guidance ·

2025/02/26

In this episode, Andy Constan joins the show to discuss Quantitative Tightening 2.0, why the Fed wants to change its SOMA portfolio, and the connection between QT, the debt ceiling, and TGA. We also delve into the deficit, DOGE success being anti-growth, and much more. Enjoy!— Follow Andy: https://x.com/dampedspring Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter:

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48:19

Unpacking The Fed & Treasury’s Master Plan | Weekly...

Forward Guidance ·

2025/02/21

This week, we discuss the big takeaways from the Fed Meeting Minutes, Bessent’s remarks on Treasury issuance and inflation, and the near-term liquidity picture. We also delve into oil and energy policy, the limited upside in crypto right now, and much more. Enjoy!— Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter:

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70:56

Volatility Hedge Fund Manager Unpacks Derivatives...

Forward Guidance ·

2025/02/20

In this episode, Benn Eifert joins the show to discuss derivative & volatility strategies, the biggest derivatives misconceptions, and flaws with Stephen Miran’s tariff arguments. We also delve into volatility risk under the Trump administration, how to think about VIX percentage moves, and much more. Enjoy! __ Follow Benn Eifert: https://x.com/bennpeifert Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks:

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62:45

Is Trump Actually Good For Markets? | Weekly Roundup

Forward Guidance ·

2025/02/14

This week, we discuss the latest CPI data, how the Trump administration will balance economic vs market success, and the constant economic headfakes. We also delve into how the government kicks the can without QE, MicroStrategy holding up Bitcoin, and more. Enjoy!— Follow Mike: https://x.com/MikeIppolito_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks:

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51:55

The Credit Cycle Is Just Getting Started | Andreas...

Forward Guidance ·

2025/02/12

In this episode, Andreas Steno Larsen joins the show to discuss the outlook for liquidity, the uptick in the manufacturing and credit cycle, and expectations around inflation. We also delve into Powell’s QE comments, idiosyncratic drivers of gold, and much more. Enjoy!Follow Andreas Steno Larsen: https://x.com/AndreasSteno Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance

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51:14

Can Trump, Bessent, & DOGE Drive Long Bond Yields...

Forward Guidance ·

2025/02/07

This week, we discuss the possibility of the market discounting Trump, Bessent, & DOGE success, the market implications of the Treasury QRA, and whether the manufacturing uptick is tariff front-running or the beginning of a new boom. We also delve into the state of the crypto market, MicroStrategy’s earnings, and much more. Enjoy!— Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks:

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49:26

The U.S. Job Market Is On The Brink | Danielle...

Forward Guidance ·

2025/02/05

In this episode, Danielle DiMartino Booth joins the show to discuss recent tariff headlines, the state of the US labor market, and the Federal Reserve's evolving stance on inflation. We also delve into the complexities of implementing tariffs and the economic policies of the Trump administration, the influence of government stimulus on job creation, and much more. Enjoy!__ Follow Danielle DiMartino Booth: https://x.com/DiMartinoBooth Follow Felix: https://x.com/fejau_inc Follow Forward Guidance:

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59:58

Trading Crypto's Weekend Meltdown | 1000x

Forward Guidance ·

2025/02/04

This week, we discuss crypto's liquidation event over the weekend and how to trade the upcoming week. We deep dive into the weak performance of altcoins, Bitcoin's role in a multipolar world, shorting in this market environment & more. Enjoy! -- Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://blckwrks.co/3WADHnL Apple: https://blckwrks.co/4aEt5u0 -- Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x:

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55:39

Positioning For Trump's Policy Flip Flops | Weekly...

Forward Guidance ·

2025/01/31

This week we discuss the Fed meeting, the impact of Trump's back & forth economic policies, and the outlook for bitcoin and alts. We also delve into the bull case for Lyft, what the totality of economic data says about the economy, and much more. Enjoy!—Follow Andrew: https://x.com/_Andrew_Stein Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward

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53:30

What DeepSeek Means For Markets & The The Future Of...

Forward Guidance ·

2025/01/29

In this episode, Alex Campbell joins the show to discuss the market implications of the latest DeepSeek innovation, the evolving AI geopolitical game theory, and the winners and losers of the AI race. We also delve into the tension between AI productivity and employment, a framework for viewing the different AI models, and much more. Enjoy!__ Follow Alex: https://x.com/abcampbell Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks:

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48:39

Trump Vs The Fed: The Battle Over Rates, Growth, &...

Forward Guidance ·

2025/01/24

This week we discuss the impact of Trump and his executive orders, the outlook for inflation, and the yield curve steepening. We also delve into warning signals for equities, CEO mentions of economic slowdown, and much more. Enjoy!— Follow Capital Flows: https://x.com/Globalflows Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter:

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57:38

Why FX Volatility Will Dominate Markets In 2025 |...

Forward Guidance ·

2025/01/22

In this episode, Brent Donnelly joins the show to discuss his tariff expectations, how that will impact the currency market, and the framework he uses for trading FX. We also delve into carry trades, China and the yuan, and much more. Enjoy!__ Follow Brent Donnelly: https://x.com/donnelly_brent Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter:

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47:29

CPI, Yields, & The Growth Debate | Weekly Roundup

Forward Guidance ·

2025/01/17

This week we discuss what the latest CPI data means for markets, whether we’re in the early stages of the credit cycle, and trading Inauguration day. We also delve into the crypto reserve debate, the potential BOJ rate hike, and much more. Enjoy!— Follow Quinn: https://x.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward

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59:22

What A Growth Scare Means For The Fed & Markets |...

Forward Guidance ·

2025/01/15

In this episode, Warren Pies joins the show to discuss his outlook for 2025, his view of the housing market, and why he thinks inflation fears are overblown. We also delve into equity valuations, the long bond trade, and much more. Enjoy!__ Follow Warren Pies: https://x.com/WarrenPies Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter:

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74:10

Global Yields Nearing A Breaking Point | Weekly Roundup

Forward Guidance ·

2025/01/10

This week we discuss the looming growth scare, the dollar wrecking ball driving a global margin call, and global yields nearing an inflection point. We also delve into the housing affordability crisis, the public spending problem, and much more. Enjoy!— Follow Quinn: https://x.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward

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42:11

FLASH UPDATE: The Dollar Rally Isn’t Over — What It...

Forward Guidance ·

2025/01/08

In this episode, Joe McCann joins the show to discuss why he’s tactically bearish, the US dollar’s implications for risk assets, and his crypto shopping list. We also delve into bottom signals, the outlook for 2025, and much more. Enjoy! — Follow Joe McCann: https://x.com/joemccann Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter:

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59:49

Higher Bond Yields To Wreak Havoc In 2025 | Jonny...

Forward Guidance ·

2025/01/08

In this episode, Jonny Matthews joins the show to discuss Fed policy and its impact on yields, US productivity, and resilience in the labor market. We also delve into the Trump Administration's potential impact on markets, the outlook for US equities, and much more. Enjoy! __ Follow Jonny Matthews: https://x.com/super_macro Super Macro: https://super-macro.com/ Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks:

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220 results

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