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Forward Guidance
Forward Guidance
629 episodes · by Blockworks
About Forward Guidance
Forward Guidance is a podcast with 629 episodes in the PodLexicon database, each accompanied by a full searchable transcript and AI-generated summary. 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: https... PodLexicon indexes every episode of Forward Guidance and turns each one into a searchable AI summary — find the episode that covers a topic, track how that topic evolved over time, or compare what different guests said about it.
Topics Covered on Forward Guidance
AI Trade Becomes Selective Bubble Framework and Market Cycles Risk Management and Basket Trading Mega-Caps and S&P 500 Outlook Macro Hedges and Credit Stress China as Policy Trade Fiscal Spending and Election Themes Inventory Crunch and Housing Imbalance
Notable Guests on Forward Guidance
Popular Episodes
Recent Episodes
America’s AI Boom Is Squeezing Main Street | Weekly Roundup — October 04, 2026The Bond Market Pain Isn't Over | Weekly Roundup — September 25, 2026The Fed Is Hiking Into A Growth Slowdown | Weekly Roundup — September 18, 2026The Market Is Mispricing A Correlation Shock | Dean Curnutt — September 16, 2026The Bond Market Is Trapping The Fed | Weekly Roundup — September 11, 2026Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber — September 02, 2026Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekly Roundup — August 27, 2026Treasury-Led Financial Repression Is Ushering In A Debasement Regime | Weekly Roundup — August 20, 2026The Growth Strategy Trapping The Fed | Darius Dale — August 12, 2026Washington Is Suppressing Volatility To Keep The AI Boom Alive | Weekly Roundup — August 07, 2026The Portfolio Built To Survive Every Crash | Jared Dillian — August 05, 2026The AI Unwind And Warsh's Long-End Gamble | Weekly Roundup — August 03, 2026AI Efficiency Is Repricing The Compute Market | Steve Hou — July 22, 2026The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup — July 17, 2026Think Like Everyone Else, Lose Like Everyone Else | Brent Donnelly — July 08, 2026The AI Trade Is Finally Cracking | Weekly Roundup — July 03, 2026How To Trade The New Warsh Fed | Bob Sheehan — June 29, 2026Is The Fed Panic Already Fading? | Weekly Roundup — June 26, 2026A New Era Is Beginning In Markets | Weekly Roundup — June 19, 2026The Warsh Fed Will Look Nothing Like Before | Joseph Wang — June 17, 2026Blockworks Acquires Messari — June 12, 2026Policy Intervention Is Keeping The Bull Market Alive | Weekly Roundup — June 12, 2026Warsh Must Choose The Dollar Or The Bond Market | Luke Gromen — June 11, 2026Why This Economy Refuses To Break | David Cervantes — June 03, 2026How To Trade The AI Productivity Boom | Weekly Roundup — May 29, 2026Can The AI Driven Rally Continue? | Weekly Roundup — May 21, 2026The Consumer Cushion Is Almost Gone | Weekly Roundup — May 15, 2026The Fed Is Losing Its Easing Bias While AI Props Up The Economy | Neil Dutta — May 13, 2026Oil And AI Are Breaking The Middle Class | Weekly Roundup — May 09, 2026Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan — May 06, 2026Central Bank Control Is Breaking | Weekly Roundup — April 30, 2026The AI Bubble Is Widely Misunderstood | Steve Hou — April 29, 2026The Fed Is Irrelevant While CapEx Runs The Economy | Weekly Roundup — April 24, 2026Markets Are Misreading A Late Cycle Liquidity Crunch | Michael Howell — April 22, 2026Market Structure is Fueling an Inflation Trap | Weekly Roundup — April 16, 2026How the World’s Biggest Macro Hedge Funds Are Using AI | Jan Szilagyi — April 15, 2026Markets Are Trapped Between Geopolitical Chaos and AI Productivity Boom | Weekly Roundup — April 10, 2026The Iran War is Accelerating the End of Globalism | Jacob Shapiro — April 07, 2026Why AI Will Reprice The Entire Economy | Jordi Visser — April 06, 2026Market Structure is Distorting Reality as Inflation Builds | Weekly Roundup — April 03, 2026Fed Governor Miran on Why Inflation Fears Are Overstated — April 01, 2026The Fed Is Trapped As Oil Drives Inflation Higher | Weekly Roundup — March 27, 2026AI Will Drive The Biggest Boom In History | Raoul Pal — March 25, 2026Investor Relations in the Onchain Era — March 24, 2026Escalating Energy Shock Exposing Central Bank Limits | Weekly Roundup — March 20, 2026The Macro Chain Reaction of Oil Shocks | Bob Elliott — March 18, 2026Why the Oil Shock Could Trigger a Global Recession | Weekly Roundup — March 13, 2026The Global Economy Is Splitting Into Spheres | Eric Wallerstein — March 11, 2026Is The Iran Energy Shock About To Break Markets? | Weekly Roundup — March 06, 2026Introducing: Inflection Point | The Crypto-TradFi Convergence — March 05, 2026
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