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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

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

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47:11

The System Is Too Levered To Take Real Pain | Arthur...

Forward Guidance ·

2025/04/23

In this episode, Arthur Hayes joins the show to discuss Trump’s slew of concessions sending markets higher, the evolving US-China strategy, and Bitcoin decoupling from US assets as tariffs reduce the US capital account surplus. We also delve into Treasury buybacks, the Fed & SLR exemption, potential catalysts that would trigger QE, and more. Enjoy!__ Follow Arthur: https://x.com/CryptoHayes Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow

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53:24

US Assets Are Dead Money Without A Policy Shift |...

Forward Guidance ·

2025/04/18

This week, we discuss Powell’s hawkish speech, how to think about trading tariffs and the weaponization of the US account deficit, and whether we should expect a significant growth slowdown. We also delve into rate cuts & the yield curve, why Bitcoin is the trade after the trade, and 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

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53:06

Why Systematic Macro Outperforms Discretionary |...

Forward Guidance ·

2025/04/17

In this episode, Arty & Gamma from the Market Radar team join the show to discuss their macro models and the importance of systematic trading, how they’re thinking about global markets today, and how deficits and tariffs are complicating the Fed’s cutting plans. We also delve into lessons for discretionary traders, what Market Radar wants to see to turn risk-on, and more. Enjoy!— Follow Market Radar: https://x.com/themarketradar Follow Felix: https://x.com/fejau_inc Follow Forward Guidance:

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61:21

BOTTOM IS IN, Says Trader Who Predicted The Crash |...

Forward Guidance ·

2025/04/16

In this episode, Mel Mattison joins the show to discuss why he thinks we’re on the cusp of another inflationary bubble, the danger of growing entitlement obligations, and what more yield curve distortions mean for markets. We also delve into how gold could be on track for $50,000/oz, how all this will impact the FX market, and more. Enjoy!__ Follow Mel: https://x.com/MelMattison1 Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks:

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70:31

The Biggest Market Crash Since 2020, What Next?

Forward Guidance ·

2025/04/14

This week, we join the Empire podcast to discuss where markets go next from here. After the market sold off in reaction to the Trump tariffs, we deep dive into the bull vs bear case in 2025, Trump's end game, building the perfect portfolio, Coinbase vs Robinhood, is Bitcoin really a safe haven asset & more. Enjoy! — Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://x.com/theempirepod Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Santi:

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61:00

The Trump Put Is In The Bond Market | Weekly Roundup

Forward Guidance ·

2025/04/11

This week, we discuss how we managed this insane week in markets, China and the evolving tariff strategy, and what’s going on with the bond market. We also delve into our expectations from the Fed, Secretary Bessent orchestrating policy behind the scenes, Bitcoin hitting ATHs in 2025, 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:

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56:56

Trump Is “Kitchen Sinking” The US Economy | Darius Dale

Forward Guidance ·

2025/04/09

In this episode, Darius Dale of 42Macro joins the show to discuss Trump transitioning the US economy to a new paradigm, the potential for a recession and its impact on markets, and the threat of a debt refinancing air pocket. We also delve into why the Fed needs to transition to QE, how to approach portfolio allocation and risk management, and more. Enjoy!— Follow Darius: https://x.com/DariusDale42 Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance:

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47:53

This Is What Capitulation Feels Like | Weekly Roundup

Forward Guidance ·

2025/04/04

This week, Tony Greer and Jared Dillian from Macro Dirt join the roundup to discuss the fallout of Trump’s tariffs, what markets we’re eyeing during this meltdown, and how to manage risk as a trader. We also delve into commodities, tax cuts, Bitcoin’s resilience, and more. Enjoy!— Follow Tony: https://x.com/TgMacro Follow Jared: https://x.com/dailydirtnap Follow Quinn: https://x.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Felix: https://twitter.com/fejau_inc Follow Forward

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69:01

Liquidity Is Breaking And The Economy Is Next |...

Forward Guidance ·

2025/04/02

In this episode, Michael Howell joins the show to discuss the Fed & Treasury’s hidden stimulus tapering off, why we need more liquidity in the financial system to refinance debts, and why the Fed’s QE & duration goals are unrealistic. We also delve into the dislocation between the 10-year yield and mortgage rates, what China needs to do to escape its debt deflation, global liquidity’s correlation to Bitcoin’s price, and more. Enjoy!__ Follow Michael: https://x.com/crossbordercap Follow Felix:

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39:08

Why Institutions Are Betting On Tokenization | LIVE...

Forward Guidance ·

2025/03/28

In this episode, James Seyffart, Jeff Park, Robert Leshner, Ambre Soubrian, and John Mullin sit down at DAS to discuss tokenizing real world assets, how tokenization brings liquidity to assets similar to ETFs, and the opportunities around tokenized private credit, data, and more. We also delve into the next wave of institutional adoption, competing with the TradFi behemoths, and more. Enjoy!__ Follow James: https://x.com/JSeyff Follow Jeff: https://x.com/dgt10011 Follow Robert:

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60:00

The Death Of American Exceptionalism? | Le Shrub

Forward Guidance ·

2025/03/26

In this episode, Le Shrub joins the show to discuss the end of American exceptionalism, overexposure to Mag7 and the US dollar, and European allocators moving away from the United States. We also delve into the era of geographic diversification, the detox period in the US to lower the 10-year and more. Enjoy!__ Follow Le Shrub: https://x.com/agnostoxxx Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks:

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38:47

The Secret To Maintaining Dollar Dominance | Joseph...

Forward Guidance ·

2025/03/25

In this episode, Joseph Wang and Austin Campbell join the show to discuss their overview of macro after the latest FOMC meeting, the EM-ification of the United States, and how stablecoins play into the continuation of US dollar hegemony. We also delve into support for stablecoin legislation, the case against the Strategic Bitcoin Reserve & US sovereign wealth fund, and more. Enjoy! __ Follow Joseph: https://x.com/FedGuy12 Follow Austin: https://x.com/CampbellJAustin Follow Felix:

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32:31

How To Position For 2025 | Jonah Van Bourg & Avi...

Forward Guidance ·

2025/03/24

In this episode, Jonah and Avi from 1000x join the show to discuss Bitcoin vs altcoin inflows, the Trump impact on markets, and the bull case for Bitcoin. We also delve into global liquidity, how to position for 2025, and more. Enjoy! __ Follow Jonah: https://x.com/jvb_xyz Follow Avi: https://x.com/AviFelman 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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39:33

The Fed & Treasury Aren’t Backing Down | Weekly...

Forward Guidance ·

2025/03/21

This week, we discuss takeaways from the FOMC meeting and SEP, the balance of Treasury and fiscal policy, and how a strategic Bitcoin reserve and stablecoins play into the United States’ goals. We also delve into the US sovereign wealth fund, our highest conviction trades, and more. Enjoy!— Follow Quinn: https://x.com/qthomp Follow Mike: https://x.com/MikeIppolito_ Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks:

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39:43

The U.S. Debt Crisis: Why Growth Is the Only Solution...

Forward Guidance ·

2025/03/20

In this episode, Mohamed El-Erian joins the show to discuss his Fed & QT expectations, his outlook for inflation, and the four ways the government can solve its debt problem. We also delve into stablecoins buying US debt, Bitcoin’s potential as a neutral reserve asset for global trade, the sputnik moment in Europe, and more. Enjoy!__ Follow Mohamed El-Erian: https://x.com/elerianm Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks:

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22:15

Stablecoins Are The Next Big Buyer Of US Debt | Matt...

Forward Guidance ·

2025/03/19

In this episode, Matt Hougan joins the show to discuss his bullish 2025 outlook for Bitcoin, why the US government needs stablecoins, and what’s next for the broader crypto industry. We also delve into how bullish institutions are compared to retail, Bitcoin's correlation to gold, and more. Enjoy!— Follow Matt: https://x.com/Matt_Hougan 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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55:28

Be Careful Buying The Dip Here | Weekly Roundup

Forward Guidance ·

2025/03/14

This week, we discuss the latest inflation data, the reversal of US exceptionalism, and Trump’s bold tariff bet potentially backfiring. We also delve into how we’re thinking about yields, whether 60/40 is compelling right now, why we’re in a crypto bear market, 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: https://twitter.com/Blockworks_ Forward Guidance Newsletter:

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65:09

The Bottom Is In For Yields, NOT Equities | Vincent...

Forward Guidance ·

2025/03/12

In this episode, Vincent Deluard joins the show to discuss his on-the-money inflation calls and future outlook, the consequences of Trump’s tariff flip-flopping, and the buyers of US duration. We also delve into the impact of DOGE, the Trump Admin’s Treasury market goals, the surge in foreign yields, and more. Enjoy!__ Follow Vincent Deluard: https://x.com/VincentDeluard Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks:

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56:20

Bearish Sentiment Is Overblown | Weekly Roundup

Forward Guidance ·

2025/03/08

This week, we discuss the Trump trade shakeout, whether fear and volatility are presenting great buying opportunities, and the bond market after February’s NFP. We also delve into the outlook for the oil market, the subsectors Tony’s watching, destructive Bitcoin thinking and more. Enjoy!— Follow Tony: https://x.com/TgMacro 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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220 results

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