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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

60:03

Markets Are Misreading A Late Cycle Liquidity Crunch...

Forward Guidance ·

2026/04/22

Liquidity may be sending a very different signal than most investors think, challenging the dominant narrative around growth, rates, and risk.We sit down with Michael Howell of CrossBorder Capital, a leading voice on global liquidity, to unpack where we are in the cycle and why his framework diverges from consensus views on markets and the economy. We explore the liquidity vs. business cycle divide, yield curve dynamics, Treasury-driven liquidity, rising commodities, and why all signals may

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37:18

Market Structure is Fueling an Inflation Trap |...

Forward Guidance ·

2026/04/16

Markets are ripping higher, but something underneath feels increasingly disconnected from reality.This, week we break down the growing dominance of flows, derivatives, and policy over fundamentals, and what that means for how markets actually move. We explore extreme positioning, retail chasing, sticky inflation, policy incentives into midterms, and why capital markets may be losing integrity in an environment driven by liquidity and narrative rather than fundamentals

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48:00

How the World’s Biggest Macro Hedge Funds Are Using...

Forward Guidance ·

2026/04/15

AI is reshaping how decisions get made in markets, but does faster insight actually create better outcomes, or just new risks?We speak with Jan Szilagyi, CEO of Reflexivity and former global macro investor, on how AI is being deployed inside hedge funds and why this moment may be more transformative than the ChatGPT hype cycle suggests. We explore AI-driven idea generation, solving small sample size problems, execution gaps, labor disruption, and whether a world of universal AI tools

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57:00

Markets Are Trapped Between Geopolitical Chaos and AI...

Forward Guidance ·

2026/04/10

Markets are sending mixed signals with geopolitics, inflation, and positioning all pointing in different directions, raising concerns about whether this rally is real or just a temporary squeeze before the next leg down.This week, we break down how the proposed ceasefire and AI acceleration are colliding with market structure in a battle of fundamentals vs flows. We explore AI-led productivity boom, Trump's political dilemma, Fed policy uncertainty, gold’s resurgence, and whether dispersion,

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53:23

The Iran War is Accelerating the End of Globalism |...

Forward Guidance ·

2026/04/07

A war few expected to last this long is exposing how fragile global systems really are, raising a deeper question about whether we're witnessing a temporary disruption or the end of a the U.S. unipolar era.Geopolitical analyst Jacob Shapiro joins us to break down the Iran conflict, the Strait of Hormuz, and how shifting power dynamics are reshaping global markets and strategy. We unpack shipping flows, supply chain fractures, energy chokepoints, multipolarity, and why markets may be

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32:42

Why AI Will Reprice The Entire Economy | Jordi Visser

Forward Guidance ·

2026/04/06

AI is much more than another tech cycle. It’s a structural break that’s rewriting how economies function, how markets price assets, and how humans create value. We sit down with Jordi Visser of 22V Research live from the Digital Asset Summit in New York to unpack how the shift from chatbots to autonomous agents is reshaping productivity, markets, and long-term economic frameworks. We explore collapsing valuation models, AI-driven productivity, shifting labor dynamics, the compute arms race,

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61:05

Market Structure is Distorting Reality as Inflation...

Forward Guidance ·

2026/04/03

Markets appear frozen, but under the surface, positioning shifts and macro pressures suggest something far more unstable is unfolding.We’re back with the trio dissecting market structure, geopolitical risks, and the growing disconnect between headlines and actual capital flows. We dig into extreme hedging, volatility-driven moves, inflation from energy shocks, rotation into real assets, and looming credit stress that could force unconventional policy responses. Enjoy! TIMESTAMPS: 00:00

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33:17

Fed Governor Miran on Why Inflation Fears Are Overstated

Forward Guidance ·

2026/04/01

Policy may be reacting to the wrong signals, as powerful structural forces quietly reshape inflation and the economy beneath the surface.In this episode live from the Digital Asset Summit, we sit down with Federal Reserve Governor Stephen Miran to unpack his recent dissent and why he believes inflation risks are overstated while the labor market deserves more support. We explore oil shocks vs policy lags, AI and deregulation as disinflationary forces, shifts in the neutral rate, and how

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41:04

The Fed Is Trapped As Oil Drives Inflation Higher |...

Forward Guidance ·

2026/03/27

Global markets face a fragile moment where a geopolitical shock could collide with already restrictive monetary policy, creating a setup few investors are prepared for.Felix and Quinn sit down with Joseph Wang live at DAS New York to unpack today's chaotic macro landscape, focusing on how energy markets and central bank constraints are increasingly intertwined. We explore oil supply risks, the Fed’s policy trap, liquidity constraints, the ongoing banking regime shift, and how these forces

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41:53

AI Will Drive The Biggest Boom In History | Raoul Pal

Forward Guidance ·

2026/03/25

AI is forcing a rethinking of everything from energy and geopolitics to markets and human purpose while raising a deeper question: are we entering an era of abundance or losing control of the systems we’re building?Raoul Pal joins us live from DAS to break down how the AI arms race, liquidity dynamics, and crypto infrastructure are converging into a single macro narrative shaping the next cycle. We explore AI-driven abundance, crypto as agent infrastructure, oil and liquidity risks, tokenized

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21:59

Investor Relations in the Onchain Era

Forward Guidance ·

2026/03/24

In this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses. As institutional capital continues to enter crypto markets, expectations around transparency, standardization, and professionalism are rising. But instead of replicating legacy systems, Blockworks IR takes a different approach, leveraging real-time, onchain data to create a more transparent, data-driven, and low-friction investor relations model. The platform combines curated analytics,

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49:50

Escalating Energy Shock Exposing Central Bank Limits...

Forward Guidance ·

2026/03/20

We explore a market caught between fragile stability and mounting geopolitical pressure, where central banks, energy shocks, and liquidity constraints collide in unpredictable ways.Quinn and Felix break down the latest Fed meeting, shifting rate expectations, and how global energy disruptions in the Middle East are reshaping macro positioning and investor sentiment. We cover energy shocks, policy paralysis, equity vulnerability, geographic imbalances, and why markets may be underestimating

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47:32

The Macro Chain Reaction of Oil Shocks | Bob Elliott

Forward Guidance ·

2026/03/18

In this episode, we explore how a sudden oil shock and geopolitical conflict can quickly rewrite the global macro outlook, forcing markets and policymakers into a difficult balancing act between inflation and growth.We sit down with Bob Elliott of Unlimited Funds to unpack how the Iran-driven oil shock fits into today’s fragile, savings-driven economy. We discuss oil shocks past and present, policy sequencing, bond market reactions, global currency impacts, and why markets may be

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56:06

Why the Oil Shock Could Trigger a Global Recession |...

Forward Guidance ·

2026/03/13

In this episode, we explore the fog of war in markets, where geopolitics and volatility scramble investors’ assumptions.Quinn and Felix break down the macro landscape, analyzing war narratives, energy shocks, and shifting expectations for growth, jobs, and Fed policy. We debate oil spikes, dollar strength, bonds, gold, options positioning, and hidden risks from agriculture to private credit. Enjoy! TIMESTAMPS: (00:00) Intro (02:46) Iran War Update (08:08) Jobs Data, Bonds and Economic

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58:49

The Global Economy Is Splitting Into Spheres | Eric...

Forward Guidance ·

2026/03/11

Chief Macro Strategist at Clocktower Group, Eric Wallerstein, explores how shifting geopolitics, Trump-era monetary policy, and structural economic forces are reshaping global macro. We cover tariffs, the dollar, Iran-driven market shocks, Fed balance sheet strategy, and the future of bank regulation. Along the way, we also unpack AI productivity, repo market fragility, and why Latin America could be the next macro frontier. Enjoy!__ Follow Eric: https://x.com/ericwallerstein Follow Felix:

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65:55

Is The Iran Energy Shock About To Break Markets? |...

Forward Guidance ·

2026/03/06

This week, we explore how the Iran escalation is stress-testing a fragile, late-cycle financial system already stretched by years of easy liquidity. We examine oil volatility, energy chokepoints, bonds failing as safe havens, and the growing risk that geopolitics could trigger a broader liquidity event. We also discuss AI CapEx, private credit stress, political tensions, and the shifting structure of global markets. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn:

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63:50

Introducing: Inflection Point | The Crypto-TradFi...

Forward Guidance ·

2026/03/05

In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation examines ETFs, DeFi innovation, market structure shifts, institutional flows, and how evolving investor behavior is changing Bitcoin and digital asset markets. Along the way, we discuss regulation, credit markets, technology limitations, and the broader implications of

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51:53

The AI Productivity Boom Is Here | Luigi Buttiglione

Forward Guidance ·

2026/03/04

CEO of LB Macro Luigi Buttiglione explores whether the AI-driven productivity boom marks a durable shift in the global economy or the start of new financial imbalances. We discuss U.S. exceptionalism, neutral rates and monetary policy risks, leverage in the AI buildout, public debt sustainability, and Europe’s structural challenges. We also touch on geopolitical supply shocks and what they could mean for inflation and rates. Enjoy!__ Follow Luigi: https://x.com/LButtiglione_ LB Macro Portal:

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54:40

AI Reratings & Growth Reacceleration Add Fuel To The...

Forward Guidance ·

2026/02/26

We discuss the latest AI productivity disruptions, market reactions to the Citrini piece, NVIDIA earnings, and why capital keeps rotating away from software toward real assets, energy, and commodities. We also explore volatility, policy distortions, and signs of economic reacceleration. Enjoy!— Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://x.com/ForwardGuidance Follow Blockworks:

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46:24

What ETF Flows Are Telling Us About Investor Appetite...

Forward Guidance ·

2026/02/25

Bloomberge ETF analyst James Seyffart discusses the $9 billion crypto ETF exodus, the spaghetti cannon approach to new ETF launches, and why the great sector rotation into energy, materials, and industrials creates the perfect environment for active managers while AI steals crypto’s speculative thunder. We also dig into the risks of levered and covered call ETFs, index rebalancing, and more. Enjoy!__ Follow James: https://x.com/JSeyff Follow Felix: https://x.com/fejau_inc Follow Forward

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248 results

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