Forward Guidance

Jan 17 2025 453 ep. 67 mins 973
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.

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CPI, Yields, & The Growth Debate | Weekly Roundup

Jan 17 2025 47 mins  
This week we discuss what the latest CPI data means for markets, whether we’re in the early stages of the credit cycle, and trading Inauguration day. We also delve into the crypto reserve debate, the potential BOJ rate hike, and much more. Enjoy! — Follow Quinn: https://x.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Felix: https://twitter.com/fejau_inc Fol

What A Growth Scare Means For The Fed & Markets | Warren Pies

Jan 15 2025 59 mins  
In this episode, Warren Pies joins the show to discuss his outlook for 2025, his view of the housing market, and why he thinks inflation fears are overblown. We also delve into equity valuations, the long bond trade, and much more. Enjoy! __ Follow Warren Pies: https://x.com/WarrenPies Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidanc

Global Yields Nearing A Breaking Point | Weekly Roundup

Jan 10 2025 74 mins  
This week we discuss the looming growth scare, the dollar wrecking ball driving a global margin call, and global yields nearing an inflection point. We also delve into the housing affordability crisis, the public spending problem, and much more. Enjoy! — Follow Quinn: https://x.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Felix: https://twitter.com/fejau_inc

FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann

Jan 08 2025 42 mins  
In this episode, Joe McCann joins the show to discuss why he’s tactically bearish, the US dollar’s implications for risk assets, and his crypto shopping list. We also delve into bottom signals, the outlook for 2025, and much more. Enjoy! — Follow Joe McCann: https://x.com/joemccann Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuida

Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews

Jan 08 2025 59 mins  
In this episode, Jonny Matthews joins the show to discuss Fed policy and its impact on yields, US productivity, and resilience in the labor market. We also delve into the Trump Administration's potential impact on markets, the outlook for US equities, and much more. Enjoy! __ Follow Jonny Matthews: https://x.com/super_macro Super Macro: https://super-macro.com/ Follow Felix: https:

How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP

Dec 28 2024 68 mins  
In this episode, David Cervantes and DCP join the show to discuss the FOMC post-mortem, the similarities to the 90s business cycle, and managing emotions in markets. We also reflect on the COVID crash, dig into expectations for 2025, and much more. Enjoy! __ Follow David Cervantes: https://x.com/EconstratPB David’s Substack: https://substack.com/@pinebrookcap Follow DCP: https://

Debating The Impact Of A Bitcoin Strategic Reserve | Travis Kling

Dec 23 2024 58 mins  
In this special crossover episode with On the Margin, Travis Kling joins the show to discuss financial nihilism, the logistics of a Bitcoin strategic reserve, and the potential impact of the incoming administration. We also delve into the crypto market outlook, product market fit across the industry, and much more. Enjoy! — Follow Travis Kling: https://x.com/Travis_Kling Follow F

Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup

Dec 21 2024 70 mins  
This week we discuss whether the Fed made the right decision, the post-FOMC volatility spike, and the China risk to markets. We also delve into the labor market, the 1998 framework for today’s economy, 2025 expectations, and much more. Enjoy! — Follow Danny: https://x.com/DannyDayan5 Follow Quinn: https://x.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Feli

This Is Peak Hawkishness From The Fed | Joseph Wang

Dec 18 2024 52 mins  
In this episode, Joseph Wang joins the show to discuss the latest Fed decision, its December economic projections, and what to expect from markets going into 2025. We also delve into why he expects way more than two rate cuts next year, why he’s bearish on US equities in 2025, and much more. Enjoy! __ Follow Joseph Wang: https://x.com/FedGuy12 Follow Felix: https://x.com/fejau_in

How Long Can The Goldilocks Market Last? | Weekly Roundup

Dec 14 2024 63 mins  
This week we discuss the small cap trade, the upcoming Fed decision, and whether inflation risks are overblown. We also delve into China’s balance sheet recession, Bitcoin & MicroStrategy, housing affordability, and much more. Enjoy! — Follow Quinn: https://x.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Felix: https://twitter.com/fejau_inc Follow Forward G