Forward Guidance

Blockworks
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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://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

  1. How To Trade The New Warsh Fed | Bob Sheehan

    55 min ago

    How To Trade The New Warsh Fed | Bob Sheehan

    Markets may be entering a fundamentally different monetary regime under Kevin Warsh. This week, Bob Sheehan of Lighthouse Macro joins to explain why the Fed's evolving framework could reshape how investors interpret policy, economic data, and market pricing. We discuss the end of the Fed put, rising rate volatility, Treasury curve dynamics, fiscal pressures, and why data-driven macro matters more than ever. Enjoy! TIMESTAMPS: 00:00 Intro 02:04 Bob's Macro Background 09:21 Data-Driven Macro 13:13 The Fed Put Is Dead 16:46 Less Guidance, More Volatility 21:13 Why Data Matters Even More 25:35 The Two Trades In Rates 33:16 Balance Sheet Games 37:42 The Fiscal Doom Loop 43:32 Final Thoughts FOLLOW BOB › X/Twitter – https://x.com/LHMacro › Research – https://lighthousemacro.com/ FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

    45 min
  2. The Warsh Fed Will Look Nothing Like Before | Joseph Wang

    17 Jun

    The Warsh Fed Will Look Nothing Like Before | Joseph Wang

    A new Fed chair has arrived, and the implications could be far bigger than a single rate decision. Joseph Wang, former Fed trader and creator of Fed Guy, joins Forward Guidance immediately after Kevin Warsh’s first FOMC meeting to unpack what may be the beginning of a fundamental transformation of the Federal Reserve. We discuss Warsh’s hawkish debut, the end of the forward guidance era, sweeping Fed task forces, potential changes to the inflation framework, AI and productivity, and why all of this could point to a meaningful repricing of risk assets. Enjoy! TIMESTAMPS: 00:00 Intro 02:22 Warsh Kills Forward Guidance 05:57 Markets Price The Warsh Fed 11:19 The New Fed Task Forces 17:10 Impact On Rate Volatility 19:12 Warsh’s Balance Sheet Fight 23:13 Rethinking Fed Data 27:46 Weighing AI Productivity 31:52 Rethinking Inflation Target 36:17 Warsh’s Hawkish Market Signal FOLLOW JOSEPH › X/Twitter – https://x.com/josephwang › Website – https://fedguy.com/ › YouTube – https://www.youtube.com/@Fedguy12 FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

    40 min

  3. 12 Jun

    Blockworks Acquires Messari

    In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of data, APIs, and research complement Blockworks’ deep on-chain analytics, investor relations, and disclosure products. They also address crypto’s trust problem, the need for standardized data and disclosures, and how Blockworks aims to become the trusted data layer connecting issuers, investors, exchanges, regulators, and AI agents in on-chain markets. Learn more: https://blockworks.com/insights/blockworks-acquires-messari Follow Blockworks on X: https://x.com/Blockworks Follow Messari on X: https://x.com/MessariCrypto Follow Michael on X: https://x.com/MikeIppolito_ Follow Jason on X: https://x.com/JasonYanowitz

    29 min
  4. Why This Economy Refuses To Break | David Cervantes

    3 Jun

    Why This Economy Refuses To Break | David Cervantes

    While investors wait for a recession that never comes, AI spending and fiscal stimulus keep pouring fuel on the expansion. David Cervantes of Pinebrook Capital joins to explain how AI spending is reshaping the economy, profits, and traditional market dynamics. We also discuss productivity gains, consumer resilience, inflation risks, Fed policy, bond market reactions, energy markets, and David’s favorite international trade. Enjoy! TIMESTAMPS: 00:00 Intro 01:59 AI Buildout Is Driving Macro 06:01 Profit Margins And Productivity 09:58 Supply Chains Shift To Resilience 13:13 Consumer Resilience Mystery 19:19 What Funds The Consumer? 22:44 Why The Recession Never Comes 25:55 The Fed Rethinking Hikes 32:19 Warsh Inheriting Inflation Fight 38:07 Bonds, Equities And Rates 41:17 Can Stocks Ignore Rates? 44:21 The Korea Trade FOLLOW DAVID › X/Twitter – https://x.com/EconstratPB FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

    47 min

  5. 29 May

    How To Trade The AI Productivity Boom | Weekly Roundup

    This week, we're back to discuss whether the economy is entering an AI driven productivity boom and what that means for markets. We deep dive into whether the Fed should actually be hiking rates, growing signs of consumer weakness, how we're thinking about positioning in this environment and more. Enjoy! -- Timestamps: (00:00) Introduction (01:22) Should The Fed Be Hiking Rates? (07:53) The AI Productivity Boom (14:28) An Update On Market Structure (18:28) The Consumer Is Struggling (36:21) How To Trade This Market -- FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Quinn – https://x.com/qthomp › Tyler – https://x.com/Tyler_Neville › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks -- Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

    50 min

  6. 21 May

    Can The AI Driven Rally Continue? | Weekly Roundup

    This week, we're back to discuss the current AI driven market rally and wether or not it can continue. We then deep dive into the positive tailwinds for energy companies, the trillion dollar wave of IPO's in 2026, the bond market sell off, why active is outperforming and more. Enjoy! -- Timestamps: (00:00) Introduction (03:42) The Bond Market Sell Off (14:32) Can This Market Bubble Continue? (29:06) Why Active is Outperforming Passive (38:44) The Wave of Trillion Dollar IPOs -- FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Quinn – https://x.com/qthomp › Tyler – https://x.com/Tyler_Neville › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks -- RESOURCES › https://docsend.com/view/62t43sp222nsvqzg › Dell Children's Donation – ⁠https://give.supportdellchildrens.org/team/826061⁠ -- Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

    52 min
  7. The Consumer Cushion Is Almost Gone | Weekly Roundup

    15 May

    The Consumer Cushion Is Almost Gone | Weekly Roundup

    Markets are partying like it’s 2021 again, but consumers are cracking, inflation is heating up, and policymakers may be losing control. This week, we unpack the AI-driven melt-up in equities, the hidden stress building across Main Street, and why hyperscaler debt, derivatives mania, and rising bond yields are creating an increasingly unstable macro backdrop. We also explore the consumer slowdown, Nvidia selling chips to China, tariff reversals, retail speculation, energy inflation, Fed paralysis, and the growing disconnect between capital markets and the real economy. Enjoy! TIMESTAMPS: 00:00 Dell Children’s Fundraiser 05:55 Monster Earnings And AI 07:59 Is This A Bubble? 12:52 The AI Economy Flywheel 14:56 Frothy AI Positioning 20:10 Consumer Stress Hits Retail 27:17 Main Street Is Breaking 31:54 Yields Pressuring Markets 34:41 Who Removes The Punch Bowl? 39:24 Will The Fed Accommodate AI? 42:26 Trump’s Policy Reversal 47:02 Populism Against AI Politics 51:55 $10k Donation Goal FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Quinn – https://x.com/qthomp › Tyler – https://x.com/Tyler_Neville › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks RESOURCES › Weekly Roundup Charts – https://drive.google.com/file/d/1dYIYTeh-rRK9vHQG_Qa_6GtJuQbbcbc5/view?usp=sharing › Dell Children's Donation – https://give.supportdellchildrens.org/team/826061 DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

    53 min
  8. The Fed Is Losing Its Easing Bias While AI Props Up The Economy | Neil Dutta

    13 May

    The Fed Is Losing Its Easing Bias While AI Props Up The Economy | Neil Dutta

    AI is holding up the economy, but the foundation underneath is getting harder to read. Neil Dutta of Renaissance Macro joins Forward Guidance to unpack why inflation, labor, and AI capex are reshaping the Fed’s path. We cover the consumer squeeze, K-shaped spending, manufacturing data, Warsh’s Fed, and supply-shock volatility. Enjoy! TIMESTAMPS: 00:00 Intro 01:54 The Real Inflation Story 06:26 Fed’s Higher Inflation Threshold 08:18 Why Labor Hasn't Broken 12:04 How To Read Supply Shocks 14:58 The Consumer Strength Illusion 19:20 The K-Shaped Consumer Debate 22:30 The AI Capex Macro Risk 26:03 Inside Trade & Manufacturing Data 29:18 Is Manufacturing Really Booming? 36:43 Warsh Faces An Impossible Fed 45:41 Fed Volatility Vs White House Policy 48:14 Final Thoughts FOLLOW NEIL DUTTA › X/Twitter – https://x.com/RenMacLLC FOLLOW THE SHOW › Forward. Guidance– https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

    49 min
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Hosts & Guests

About

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://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

Information

  • Channel
    Blockworks
  • Creator
    Blockworks
  • Years Active
    2021 - 2026
  • Episodes
    613
  • Copyright
    © 384141 Blockworks 2021
  • Show Website
    Forward Guidance

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