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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

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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62:29

Future Growth Will Be Driven By Banks, Not the Fed |...

Forward Guidance ·

2026/01/07

In this episode, Andy Constan joins the show to break down why markets may be leaving the Fed-driven era behind, how private credit and bank balance sheets are becoming the real engine of growth, and what massive AI and onshoring investments mean for rates, risk, and the business cycle going forward. Enjoy! __ Follow Andy: https://x.com/dampedspring Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks:

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36:34

The Market Has Already Picked Its Winners for 2026 |...

Forward Guidance ·

2025/12/31

In this episode, Tony Greer joins the show to break down why the metals trade still feels early, whether oil finally catches a bid in 2026, why AI could be in its last innings, and what Bitcoin’s frustrating price action is quietly telling traders. We also unpack how to think about managing risk and Tony’s advice for 2026. Enjoy!__ Follow Tony: https://x.com/TgMacro Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks:

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49:44

Why This Isn’t A Bubble & Early 2026 Looks Like...

Forward Guidance ·

2025/12/24

In this episode, Warren Pies of 3Fourteen Research joins the show to discuss why disinflation and Goldilocks conditions persist into early 2026, and where the real risks may flip from cooling to overheating. We also explore his outlook on bonds, equities, commodities, and the policy trade-offs beneath a K-shaped economy. Enjoy!__ Follow Warren: https://x.com/WarrenPies Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks:

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57:54

Why Today’s Economy Serves Assets, Not Workers |...

Forward Guidance ·

2025/12/19

In this episode, Harris (Kuppy) Kupperman joins Tyler to discuss why markets may look strong, but beneath the surface they’re being run for asset holders, not workers. We explore how policy choices, market structure, and AI hype are driving asset-driven feudalism. Enjoy!— Follow Kuppy: https://x.com/kuppyskorner Follow Tyler: https://x.com/Tyler_Neville_ Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks:

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51:33

How To Position In A "Slowdown" Regime | Market Radar

Forward Guidance ·

2025/12/17

In this episode, the Market Radar team joins the show to discuss why markets have struggled to trend, how Market Radar’s models navigate slowdowns versus true risk-off regimes, and what growth, inflation, and liquidity signals are actually saying beneath the headlines. We also cover finding real macro signals from the noise and their predictions for 2026. Enjoy!__ Follow Market Radar: https://x.com/themarketradar Follow Felix: https://x.com/fejau_inc Follow Forward Guidance:

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58:45

Fed Embraces "Run It Hot" For Powell's Final Months |...

Forward Guidance ·

2025/12/11

This week, we discuss a pivotal FOMC day, the Fed’s new liquidity injections, shifting market leadership, and why inflation, credit, and social pressures are all converging into a “run-it-hot” regime. We also weigh the implications for Main Street, metals, Bitcoin, and 2026 positioning. 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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44:32

The Global Economy Runs on Perpetual Stimulus | Keith...

Forward Guidance ·

2025/12/10

In this episode, Founder & CIO of IceCap Asset Management and host of The Loonie Hour podcast Keith Dicker breaks down why global markets now depend on constant stimulus, why Canada looks fragile as the U.S. strengthens, and how fiscal expansion and bond-market stress could shape the future of macro. Enjoy!__ Follow Keith: https://x.com/IceCapGlobal Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks:

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60:12

AI & Central Planning Are Propping Up the Economy |...

Forward Guidance ·

2025/12/05

This week, we discuss why the economy feels strong on paper but fragile underneath, from debt-fueled spending and AI-driven growth to rising concentration and growing policy distortions. We also explore where the pressure is really building, the metals trade, and what could break next as 2026 approaches. 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

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53:44

The Hidden Fractures Behind America’s “Resilient”...

Forward Guidance ·

2025/12/03

In this episode, Aahan Menon of Prometheus Macro digs into why the economy feels strong on the surface but uneasy beneath it, the AI investment boom propping up profits, and why the bond market can’t find its footing. We also explore why traditional recession playbooks are breaking down, the transmission of liquidity and monetary into markets, and what actually matters if you’re trying to find an edge in trading macro. Enjoy!__ Follow Aahan: https://x.com/AahanPrometheus Follow Felix:

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56:40

The AI Economy Is Leaving Labor Behind | Weekly Roundup

Forward Guidance ·

2025/11/27

This week, we discuss the Fed’s whiplash on December rate-cut expectations, why markets are being driven more by positioning and volatility than fundamentals, and how AI-led CapEx is masking weakness across the real economy. We also dig into the Beige Book’s warnings on employment and AI-driven layoffs, the political pressure building into 2025, and Mike Green’s viral case that the true cost of living is far higher than official statistics admit. Enjoy! — Follow Tyler:

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55:12

AI Is Ushering in an Entirely New Economic Paradigm |...

Forward Guidance ·

2025/11/26

In this episode, Jordi Visser joins the show to discuss how exponential technologies, shifting demographics, and rising wealth concentration are quietly reshaping the economic landscape in ways traditional macro models can’t capture. He hints at why AI, deflation, and political incentives may matter far more than the usual data releases and how Bitcoin fits into this evolving world. Enjoy!__ Follow Jordi: https://x.com/jvisserlabs Follow Felix: https://x.com/fejau_inc Follow Forward Guidance:

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61:30

AI’s CapEx Frenzy Hits Wall of Fed Hawkishness |...

Forward Guidance ·

2025/11/20

This week, we discuss NVIDIA’s latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Fed’s mixed signals really imply for markets, and why global FX moves are sending quiet warnings. We also dig into the surprising forces driving crypto’s recent washout and what they may signal about the road ahead. Enjoy!— Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward

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51:45

Why Cross-Border Flows Matter More Than Rate Cuts |...

Forward Guidance ·

2025/11/19

In this episode, Capital Flows joins the show to break down how credit growth, falling real rates, and strong cross-border flows fueled the rally from April through summer, and why the Fed’s recent hawkish shift has introduced short-term volatility without meaningfully raising recession risk. We also cover auto-loan stress, the real drivers behind AI-linked equity moves, why geopolitics now shapes liquidity more than the Fed, and more. Enjoy!__ Follow Capital Flows: https://x.com/Globalflows

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51:11

Hawkish Fed, Credit Stress & A K-Shaped America |...

Forward Guidance ·

2025/11/14

This week, we discuss markets wobbling as a pointless government shutdown, delayed data releases, and a hawkish Fed collide with rising credit stress, over-levered AI giants, and widening inequality. 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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62:20

LTCM Co-Founder on Risk, Leverage & Simplicity |...

Forward Guidance ·

2025/11/12

In this episode, founder of Elm Wealth and co-founder of LTCM Victor Haghani shares lessons from Long-Term Capital Management and contrasts today’s highly levered hedge-fund world with LTCM’s era. He also explains Elm’s Dynamic Index Investing framework and why simplicity and discipline outperform complexity and return-chasing over time. Enjoy!__ Follow Victor: https://x.com/ElmWealth Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow

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51:26

America’s Two-Tier Economy Is Breaking Down | Weekly...

Forward Guidance ·

2025/11/07

This week, we discuss America’s decaying two-tier economy, with Main Street stuck in a silent recession, the Fed trapped between fiscal dominance and market structure rot, and younger generations turning to crypto and speculation as their only escape from a rigged system. 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:

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70:16

The Next Chapter For Blockworks | Empire

Forward Guidance ·

2025/11/05

In this episode from the Empire podcast, we discuss why Blockworks decided to shut down its news room. We then dive into why 2025 marks the start of a new chapter for the crypto industry, why we're still in a bull market, MegaETH's ICO, recent IPOs, M&A and more. Enjoy!__ Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://x.com/theempirepod Follow Forward Guidance:

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55:57

The Fed's Hawkish Cut & The Financial Hunger Games |...

Forward Guidance ·

2025/10/31

This week, we discuss the Fed meeting, including the end of quantitative tightening and the impact of its balance sheet plans. We also dig into how market structure imbalances and political polarization are reshaping markets, the “financial Hunger Games” of meme-driven trading, rising CapEx from AI megacaps, and the centralization of wealth and power across institutions. Enjoy!— Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix:

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218 results

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