x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

55:10

The Fed Is Still Choosing to Be “Late” On Rate Cuts |...

Forward Guidance ·

2025/06/20

In this live Roundup episode from the Monetarium 2 conference in DC, we unpack the Fed's hawkish pivot, the growing risk of stagflation, and Powell’s apparent commitment to being “late” with rate cuts. We debate what an SLR exemption means for bond markets, how Treasury issuance and TGA refills could spike yields, and why 2026’s Fed chair pick could upend everything. We also explore global capital flows, the decline of US dollar dominance, and how to navigate a world where almost every asset feels

en

69:12

Empire | Introducing the Token Transparency Framework

Forward Guidance ·

2025/06/18

In this special episode from the Empire podcast, Blockworks unveils its new Token Transparency framework—an initiative designed to close the information gap and bring much-needed clarity to the crypto space. Dan Smith, Head of Data at Blockworks, explains how this framework will reshape how token projects operate and why transparency is the key to crypto’s future. Enjoy!— Follow Dan: https://x.com/smyyguy Fallow Yano: https://x.com/JasonYanowitz Follow Empire:

en

37:48

Market Infrastructure Is Being Rebuilt on Blockchain...

Forward Guidance ·

2025/06/18

In this episode of Forward Guidance, Vishal Gupta—former head of USDC at Circle and Coinbase Exchange—joins to discuss his journey from Goldman Sachs to building crypto-native market infrastructure with his new venture, True Markets. He shares how stablecoins are reshaping market plumbing, the growing relevance of perpetual futures vs. options, and what traditional finance can learn from crypto (and vice versa). Enjoy!__ Follow Vishal: https://x.com/vishalkgupta Follow Felix:

en

50:22

The Unwinding Of The Global U.S Dollar Trade | Weekly...

Forward Guidance ·

2025/06/14

This week, we're back with another weekly roundup to discuss the unwinding of the U.S Dollar & it's impact on markets. We deep dive into this weeks economic data, rising geopolitical conflict, the global fiscal supercycle & more. Enjoy!— Follow Quinn: https://x.com/qthomp Follow Tyler: https://x.com/Tyler_Neville_ Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance

en

59:13

Former Fed Official & Stablecoin Expert On The Future...

Forward Guidance ·

2025/06/11

In this episode, Robert Bench – former Fed official, USDC co-creator, and now founder of Radius – joins to unpack the real story behind Project Hamilton and the Fed’s digital dollar pivot. He explains why CBDCs became politically radioactive, how stablecoins are replacing the card networks, and why America must act fast or lose the future of money to China. Plus: how Radius plans to disrupt AdWords with scalable payments infrastructure—and more. Enjoy!__ Follow Robert:

en

56:19

The Trump–Elon Fallout Proves Nothing Stops The...

Forward Guidance ·

2025/06/06

This week, Felix and Tyler unpack the unraveling Trump–Elon alliance as a microcosm of fiscal denial, explore the slow death of austerity, and discuss why endless debt and political gridlock may actually be bullish. They dive deep into the brewing housing market crack, the quiet rise of crypto IPOs like Circle, and the generational shift from TradFi despair to crypto optimism. Plus, reflections on Larry Fink’s globalization rebrand, market structure flows holding up equities, and more

en

65:23

The New Regime People Don’t Want To Accept | Jim Bianco

Forward Guidance ·

2025/06/04

In this episode, Jim Bianco Jim Bianco returns to break down why the post-COVID economy has completely broken old models, how soft data continues to mislead markets, and why 5% yields are now the new normal. He explains why everyone got April wrong, what the return of bond vigilantes means for fiscal policy, and how the Fed is out of step with reality. They also dive into Trump’s tariff strategy, the collapse of DOGE, the global shift toward bill issuance, and more. Enjoy!__ Follow Jim:

en

54:43

Trump’s Tariff War Gets Sidelined By The Courts |...

Forward Guidance ·

2025/05/30

This week, we discuss the federal court injunction against Trump’s tariffs and whether this marks a true policy shift or just legal theater. The crew also dives into stealth bailouts via Treasury bill issuance, Japan’s inflation puzzle, AI’s productivity promises, and the looming housing and credit crunch. Plus, stablecoins are emerging as major buyers of U.S. debt. Enjoy!— Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix:

en

56:04

The US Economy Is About To Take Off And Bring Stocks...

Forward Guidance ·

2025/05/28

In this episode, David Cervantes from Pinebrook Capital breaks down 2025’s shifting macro landscape, covering fiscal stimulus, inflation, Fed policy, and market positioning. He highlights strong US deficits supporting growth, labor market shifts from immigration, and the chances of a June rate cut. He compares US vs. global equities, fixed income challenges, gold’s role, and small caps’ struggles with sector-specific opportunities. Enjoy!__ Follow David: https://x.com/EconstratPB Follow

en

54:47

America’s Debt Spiral Is Accelerating | Weekly Roundup

Forward Guidance ·

2025/05/23

This week, we discuss the U.S. fiscal pivot, soaring deficits, and what it means for bond markets, Bitcoin, and global capital flows. We also debate whether Japan is the canary in the coal mine for sovereign debt risks, if QE is still politically viable, the housing market crisis, and why Bitcoin and foreign equities may be the only rational long-term trades. Enjoy!— Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow

en

71:35

America Is Risking A Liz Truss Moment | Kevin Muir

Forward Guidance ·

2025/05/21

In this episode, author of the MacroTourist newsletter Kevin Muir joins the show to unpack why fiscal dominance is the defining force in today’s markets. He explains how MMT helped him rethink macro, why higher interest rates have recently been stimulative, and how the U.S. deficit is fueling both market resilience and long-term risk. We also dive into Trump's economic policies, potential capital controls, foreign capital repatriation, the implications for bonds and equities, and why Muir is

en

52:31

The Fiscal Spiral Has No Off Switch | Weekly Roundup

Forward Guidance ·

2025/05/17

This week, the trio is back! We discuss the Trump-China tariff deal, Tyler’s structural framework driven by political utility markets, the tax bill, and widening fiscal deficits. We also dig into the repatriation of foreign capital, the yield curve's breaking point, and how AI-driven productivity might justify tech valuations. Enjoy!—Follow Quinn: https://x.com/qthompFollow Tyler: https://x.com/Tyler_Neville_Follow Felix: https://twitter.com/fejau_incFollow Forward

en

55:17

The Next Big Trade Is Hiding In Plain Sight | Citrini

Forward Guidance ·

2025/05/16

In this episode, James of Citrini Research returns to unpack his framework for understanding Trump-era macro policy, highlighting why the trade war pause was inevitable, the return of the three-legged stool, and how the "big beautiful bill" could fuel equities. He also outlines why robotics might be the next great secular investment, breaks down China’s robotics lead, and more. Enjoy!__ Follow Citrini: https://x.com/Citrini7 Follow Felix: https://x.com/fejau_inc Follow Forward Guidance:

en

52:43

China Trade Deal Doesn't Change Where We're Headed |...

Forward Guidance ·

2025/05/14

In this episode, Luke Gromen joins the show to discuss the trade agreement with China, why the U.S. can’t afford real interest rates, and how the bond market—not policymakers—is now setting the rules. We also explore the hidden costs of decoupling from China, the inevitability of dollar devaluation, why any attempt at fiscal austerity is doomed, and more. Enjoy!__ Follow Luke: https://x.com/LukeGromen Follow Felix: https://x.com/fejau_inc Follow Forward Guidance:

en

56:21

The Fed's Strategy Is To Be Late | Weekly Roundup

Forward Guidance ·

2025/05/09

This week, we discuss our FOMC takeaways, Bessent making progress on a China trade deal, and how we’re thinking about the yield curve. We also delve into Fed QE misinformation, the bullish vs bearish risk-to-reward right now, the Taiwan dollar and Mag7 exodus, Bitcoin repeating last summer, and more. Enjoy!— Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks:

en

54:28

Supply Chain Expert Breaks Down The Fallout From...

Forward Guidance ·

2025/05/08

In this episode, Craig Fuller joins the show to discuss how tariffs and Trump’s trade war are impacting shipping and supply chains. We dig into the differences between today and the COVID shock, the impact on small vs large businesses, bonded warehouses, the de minimis exemption, how this whole trade disruption is likely to unfold, and more. Enjoy!__ Follow Craig: https://x.com/FreightAlley Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance

en

51:49

The Die Is Cast For A 2025 Recession | Neil Dutta

Forward Guidance ·

2025/05/07

In this episode, Neil Dutta from Renaissance Macro joins the show to discuss why he didn’t call for a recession in previous years but IS calling for one in 2025, why the labor market is looking bleak, and how tariffs, wages, and oil play into the inflation outlook. We also delve into what the Fed should be doing headed into the FOMC meeting, Fed independence & the future Chairman, how the long bond will react to a recession, and more. Enjoy!—Follow RenMac: https://x.com/RenMacLLC Follow Felix:

en

57:01

The Strong Data Is A Mirage | Weekly Roundup

Forward Guidance ·

2025/05/02

This week, we discuss the strong jobs report and why next month is the time to look for weakness, the tariff strategy and how it’s bleeding into economic data, and people missing the forest for the trees in the Trump agenda. We also delve into the Treasury QRA, measuring Treasury market stress and why an intervention right now is a political decision, navigating bear market rallies, and more. Enjoy!— Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward

en

52:41

Tariffs Are Reversing U.S Dollar Capital Flows | Bob...

Forward Guidance ·

2025/04/30

In this episode, Bob Elliott joins the show to discuss the reversal of U.S Dollar capital flows after the announcement of Trump's tariffs. We deep dive into the U.S balance of payments problem, the changing economic order, why the U.S Dollar continues to get sold & how to structure a portfolio in this environment. Enjoy!-- Follow Bob: https://x.com/BobEUnlimited Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks:

en

76:19

Inflation Expectations Are Already Unanchored |...

Forward Guidance ·

2025/04/25

This week, Danny Dayan joins the show to discuss his “Doom Loop” of factors weakening the dollar and increasing inflation, why inflation expectations are unanchored, and the importance of remaining nimble in fast-moving markets. We also delve into how we’re seeing equities, rate cuts, and bonds through 2025, whether the Fed can rescue growth, why the inflation problem is worse than the growth problem and more. Enjoy!— Follow Danny: https://x.com/DannyDayan5 Follow Quinn: https://x.com/qthomp

en

219 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...