Forward Guidance

Blockworks
  • 4.5(246개의 평가)
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  • 매주 업데이트

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. 1일 전

    Winners & Losers After The Fed’s Dovish Pivot | Weekly Roundup

    This week, we discuss the Fed rate cut and dovish pivot, exacerbating the K-shaped economy, why the dollar could be bottoming, and why gold helps Quinn sleep at night. We also dig into Bitcoin’s correlation to gold, the hollowing out of public markets by private credit, and more. 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: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Origin Summit https://www.originsummit.xyz/ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ Weekly Roundup Charts: https://drive.google.com/file/d/1BX16NXlhxAHHCXiWc9o1EJ2-S20K-sZF/view?usp=sharing — This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (03:38) Origin Summit (04:18) Why Are We Cutting Again? (11:30) Cutting Into a Hot Economy? (13:06) VanEck Ad (13:50) Cutting Into a Hot Economy? (17:16) What’s Next for the Dollar? (21:39) Market Structure & Asset Allocation (26:47) Is the Gold Trade Still Alive? (28:28) VanEck Ad (29:13) Bitcoin vs Gold (33:52) Private vs Public Markets (48:22) Generational and Class Politics (50:50) Optimism for the Future — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

    53분

  2. 3일 전

    Energy & Trade Wars Are Rewriting the World Order | Helen Thompson

    In this episode, Professor of Political Economy at Cambridge Helen Thompson joins the show to discuss how Trump’s trade war, China’s energy and rare earth dominance, the Western Hemisphere’s oil boom, and NATO’s fiscal squeeze are reshaping global power. Enjoy! __ Follow Helen: https://x.com/HelenHet20 Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (02:35) Today’s Geopolitical Landscape (05:49) Parallels in History & China Difference (11:06) VanEck Ad (11:51) What are the Goals of Tariffs? (17:53) Fight Over Energy Commodities (27:45) VanEck Ad (28:25) How Will Energy Divide the World? (33:01) Balancing Debt with Defense Spending (38:43) Threat to Dollar as Reserve Currency (43:45) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

    45분

  3. 9월 12일

    The Data Is Screaming Two-Speed Economy | Weekly Roundup

    This week, Quinn and Tyler cover lighter-than-expected PPI data, the Fed’s shifting focus from inflation to labor, deep labor-market revisions showing a “two-speed” U.S. economy, surging AI/data-center CapEx alongside weakening Main Street, and the concentration risks of mega-cap stocks and buybacks. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ Weekly Roundup Charts: https://drive.google.com/file/d/1ogspUIuKxnHZh7REVA9tKpo7tyPCA52W/view?usp=sharing — This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (02:40) DAS London (02:59) Inflation Update (08:15) No High-Yield Problem (12:11) Rate Cuts vs Inflation (13:40) VanEck Ad (14:24) Rate Cuts vs Inflation (15:40) Problems in the Labor Market (20:35) Small-Caps & Productivity Boom (23:05) Fiscal Dominance & Inflation (26:46) VanEck Ad (27:27) SPX Implied Vol & Market Structure (32:12) AI Boom & CapEx (38:24) Bipolar Market Outcomes (42:17) Centralization vs Diversification (49:11) What’s Next for Markets? (52:56) Final Thoughts — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

    55분

  4. 9월 10일

    Former Barclays CEO’s Big Bet on Hyperliquid’s Explosive Growth |  Bob Diamond & David Schamis

    In this episode, Founders of Atlas Merchant Capital Bob Diamond and David Schamis discuss their journey from traditional finance to digital assets. They discuss Hyperliquid’s explosive growth, permissionless financial rails, and the innovation of perpetual swaps. We also cover the unique token model with daily buybacks, how Atlas is bringing access to U.S. investors through a new treasury vehicle, and the broader macro backdrop of debt, stablecoins, and institutional adoption of blockchain. Enjoy! __ Follow Bob: https://x.com/rediamondjr Follow David: https://x.com/dschamis Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (02:54) Backgrounds: Skeptics to Believers (09:14) Hyperliquid Innovations (15:19) VanEck Ad (16:07) The Case for Perps (18:49) Blockchain Benefits (21:43) Public vs Private Blockchains (24:36) Atlas Value Proposition (33:06) VanEck Ad (33:47) Real Cash Flow & Valuation (36:37) Turning Point for Finance? (40:16) US Debt & Stablecoins (44:07) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

    45분

  5. 9월 5일

    The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup

    This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed will have room to cut 50bps in September while stagflation rears its head, the potential implications if tariffs are overturned, and whether it’s time to be concerned about liquidity and Fed plumbing. Ultimately, everything leads us to one asset. Enjoy! — 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: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ Weekly Roundup Charts: https://drive.google.com/file/d/1LyoebYlP0p27AqN4mQKVMH6PuYFi9T73/view?usp=sharing — This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (02:07) Tyler Back to School (02:48) DAS London (04:24) Big Labor Market Week (09:29) NFP Downside Surprise (11:11) VanEck Ad (11:57) NFP Downside Surprise (14:04) September Cut Odds (17:28) Bulled Up on Gold (22:59) VanEck Ad (24:21) Will Tariffs Get Overruled? (28:35) Fed Plumbing Concerns (36:39) Read on the Dollar (39:25) Macro Recap (41:34) Final Thoughts — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

    42분

  6. 9월 3일

    Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk

    In this episode, Ben Kizemchuk joins the show to discuss his “Four Fs” macro framework – Fiscal Dominance, Financial Repression, Fiat Currency, & Passive Flows – arguing that we’re in a unique historical moment where all four are converging at once. He explains how fiscal spending reshapes growth, why financial repression and passive flows stabilize markets, and how fiat currency enables this entire regime. Ben also shares how these dynamics blur the line between the stock market and the economy, setting the stage for an AI-driven future. Enjoy! __ Follow Ben: https://x.com/BenKizemchuk Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: 00:00 Intro 00:42 Ben’s Journey Through Markets 03:05 Ben’s 4 Fs Framework 06:10 F1 - Fiscal Dominance 11:00 Catalysts for Fiscal Dominance 14:15 How Sustainable is Government Debt? 17:36 F2 - Financial Repression 23:28 Rates in a Fiat vs Gold-Backed System 27:20 F3 - Fiat Currency 33:00 Are Governments Constrained by Supply & Demand? 34:55 Role of Monetary Policy Going Forward 39:56 F4 - Passive Flows 44:02 Constraints on Passive Flows 48:25 4 Fs Implications 51:53 Rethinking Asset Allocation 54:35 Final Thoughts __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

    56분

  7. 8월 29일

    The Post-Summer Market Rotation is Here | Weekly Roundup

    This week, we break down the seasonal market pivot around Labor Day, how systematic strategies dominate price action, and why inflation and economic re-acceleration could make a September rate cut a policy mistake. We also dive into the shift from capital to labor, growing government intervention in markets, parallels between AI CapEx and past gold cycles, the potential rotation from large-caps into small caps, and the state of treasury companies. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Treasury Company Dashboard: https://blockworks.com/analytics/treasury-companies Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ Weekly Roundup Charts: https://drive.google.com/file/d/10EvjpyXzXIjKJsjlwp5C3zKhQTn2pS5t/view?usp=sharing — This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (02:32) Labor Day Reset? (05:39) Market Structure & Volatility (12:58) VanEck Ad (13:43) Market Structure & Volatility (14:21) Fed Takeover Update (15:21) The Inflation Trade (22:08) Wages & Shift from Capital to Labor (28:41) VanEck Ad (29:22) Liquidity Danger Zone? (41:34) The Capex Cycle (48:28) What’s Next for Treasury Companies? (51:32) Tyler’s New Job (53:01) Russell & Market Breadth (55:15) Final Thoughts — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

    56분

  8. 8월 27일

    Trump’s Tariffs Could Stall Growth Before 2026 Surge | Alfonso Peccatiello

    In this episode, founder of The Macro Compass Alfonso Peccatiello breaks down the clash between Trump’s political influence on the Fed, the reality of U.S. fiscal policy, and how to think about global markets at this moment in time. We also dig into forward rate pricing, the TGA rebuild, and the role of commodities and crypto in a world of loose monetary and fiscal policy. Enjoy! __ Follow Alf: https://x.com/MacroAlf  Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance  Follow Blockworks: https://twitter.com/Blockworks_  Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx  Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance  __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london  __ This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH):  http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX):  vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (02:42) What’s Happening with Monetary Policy? (07:46) What Fed Risk is the Market Pricing? (10:55) Bond Market & Fiscal Tightening (13:54) Understanding Changing Fiscal Impulse (14:51) VanEck Ad (15:34) Understanding Changing Fiscal Impulse (19:46) QE vs Fiscal Deficits (24:41) Impact of TGA Rebuild (29:27) Signal for Average Macro Traders (30:04) VanEck Ad (35:05) Investing in High Inflation & Growth (36:59) European Markets (40:31) US Dollar & Emerging Markets (43:54) Commodities Outlook (47:03) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

    48분
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호스트 및 게스트

4.5
최고 5점
246개의 평가

소개

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

정보

  • 채널
    Blockworks
  • 제작진
    Blockworks
  • 방송 연도
    2021년 - 2025년
  • 에피소드
    535
  • 등급
    무삭제판
  • 저작권
    © 384141 Blockworks 2021
  • 웹사이트 보기
    Forward Guidance

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