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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:

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All Episodes

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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43:51

Capital Is Leaving Big Tech For Gold And Energy |...

Forward Guidance ·

2026/02/21

This week, we're fresh off the inaugural TG Macro Conference in Nashville, unpacking all the biggest takeaways ranging from commodity cycles, gold, miners, oil, rates, and market psychology. We also reflect on trading lessons, risk management, and why in-person macro communities matter more than ever. Enjoy! — Follow Tony: https://x.com/TgMacro Follow Jared: https://x.com/dailydirtnap Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance:

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59:32

Dispersion Is Exploding While Main Street...

Forward Guidance ·

2026/02/13

This week, we break down evidence of a quiet Main Street re-acceleration, exploding market dispersion, AI-driven shifts in correlations, why passive strategies are being disrupted, and where capital is rotating across real assets, rates, and global markets. Enjoy!— FollowTyler: https://x.com/Tyler_Neville_ 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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52:51

How I Called 2026's Biggest Rally | Vincent Delaurd

Forward Guidance ·

2026/02/11

Director of Global Macro Strategy at StoneX Vincent Deluard explains his three-bubble thesis for 2026, why tax receipts reveal stronger nominal growth than headline data, how fiscal stimulus could fuel a second inflation wave, the Fed’s likely policy path under Kevin Warsh, and why international diversification matters more than ever. Enjoy!__ Follow Vincent: https://x.com/VincentDeluard Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow

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65:41

Markets Are Entering A New Era Of AI-Driven...

Forward Guidance ·

2026/02/06

This week we break down the brutal de-leveraging across markets, why AI CapEx is flipping the old buyback playbook and what it means for Mag7, crypto's bloodbath, the next moves from the Fed and bond market. We also dig into credit risk, factor rotations, the Epstein list, and why gold is sending a louder signal than Bitcoin. Enjoy!— Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance:

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47:31

Will Trump's New Fed Chair Crash Markets? | Joseph Wang

Forward Guidance ·

2026/02/04

Joseph Wang joins the show to break down the implications of Kevin Warsh’s Fed Chair nomination, debate QE versus balance-sheet restraint, explore shifting views on central bank independence, and unpack what all of this means for rates, markets, and inflation going forward.. Enjoy!__ Follow Joseph: https://x.com/josephwang Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram:

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61:34

The Fed Is Background Noise While Markets Reprice...

Forward Guidance ·

2026/01/30

This week, we discuss a sleepy Fed meeting, why policy signals feel increasingly irrelevant, and what’s really driving the generational metals squeeze. We also dig into AI capex killing buybacks, market structure cracks, the future composition of the Fed, and where traders are finding opportunity as correlations break down. Enjoy!— Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance:

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53:01

Finding The Next Perfect Trade | Alex Gurevich

Forward Guidance ·

2026/01/28

In this episode, former Managing Director of global macro trading at JPMorgan and bestselling author Alex Gurevich joins the show to discuss his updated book The Next Perfect Trade, unpacking what actually makes a good trade across regimes. We also cover how to express trades, precious metals, carry trades, options simplicity, rates going to zero, and how AI may reshape discretionary macro trading. Enjoy!__ Follow Alex: https://x.com/agurevich23 Follow Felix: https://x.com/fejau_inc Follow

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53:20

The Generational Metal Squeeze Exposing Broken...

Forward Guidance ·

2026/01/23

This week, we unpack why metals are ripping, how dollar weakness and bond market dysfunction are reshaping macro, and what Japan’s experience signals for the U.S. We also explore extreme metals positioning, dispersion across assets, and what uncertainty around the new Fed Chair means for rates. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ 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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48:05

Markets Are Entering A Wartime Economy | Cem Karsan

Forward Guidance ·

2026/01/21

In this episode, Cem Karsan of Kai Volatility joins the show to discuss the bifurcation of the world economy, inequality & the election cycle, populism during a war-time economy, and the secular market rotation. Enjoy!__ Follow Cem: https://x.com/jam_croissant Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx __ Grayscale offers

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51:45

The Market Is Rotating Faster Than Policy Can Keep Up...

Forward Guidance ·

2026/01/16

This week, we unpack rising market euphoria, sector rotations and why consumers are suddenly back in focus. We also dig into Fed constraints, Japan’s endgame, Bitcoin waking up, and more. Enjoy!— Follow Tyler: https://x.com/Tyler_Neville_ 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 Telegram:

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52:48

The End of Globalism, AI Acceleration & the Political...

Forward Guidance ·

2026/01/14

In this episode, Alex Campbell joins the show to discuss the silver trade and structural supply-demand imbalances in metals, AI acceleration and mismatch between CapEx & demand, and the breakdown of globalism. We also dig into the emerging political horseshoe, tariffs, and China’s trade leverage. 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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53:28

Commodities & Cyclicals Are 2026’s Mega-Cap Tech |...

Forward Guidance ·

2026/01/09

This week, we discuss an insanely busy news cycle from geopolitics to surging metals and commodities, AI CapEx bottlenecks, and the SCOTUS tariff ruling. We also dig into the mega-cap rotation, political moves for midterms, and signs of economic re-acceleration shaping markets in 2026. Enjoy!— Follow Tyler: https://x.com/Tyler_Neville_ 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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236 results

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