Forward Guidance

Apr 14 2025 483 ep. 66 mins 1k
Forward Guidance Podcast artwork

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 

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Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

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The Biggest Market Crash Since 2020, What Next?

Apr 14 2025 70 mins  
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:/

The Trump Put Is In The Bond Market | Weekly Roundup

Apr 10 2025 61 mins  
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/feja

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

Apr 09 2025 56 mins  
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

This Is What Capitulation Feels Like | Weekly Roundup

Apr 04 2025 47 mins  
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: htt

Liquidity Is Breaking And The Economy Is Next | Michael Howell

Apr 02 2025 69 mins  
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 liqu

Why Institutions Are Betting On Tokenization | LIVE Panel From DAS

Mar 28 2025 39 mins  
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 mo

The Death Of American Exceptionalism? | Le Shrub

Mar 26 2025 60 mins  
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/

The Secret To Maintaining Dollar Dominance | Joseph Wang & Austin Campbell LIVE @ DAS

Mar 25 2025 38 mins  
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How To Position For 2025 | Jonah Van Bourg & Avi Felman LIVE from DAS

Mar 24 2025 32 mins  
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The Fed & Treasury Aren’t Backing Down | Weekly Roundup LIVE @ DAS

Mar 21 2025 39 mins  
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