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. Introducing: Inflection Point | The Crypto-TradFi Convergence

    7 HR AGO

    Introducing: Inflection Point | The Crypto-TradFi Convergence

    In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation examines ETFs, DeFi innovation, market structure shifts, institutional flows, and how evolving investor behavior is changing Bitcoin and digital asset markets. Along the way, we discuss regulation, credit markets, technology limitations, and the broader implications of finance moving onchain. Enjoy! — Inflection Point: Apple 🎙️: https://bit.ly/3QKdX5a Spotify 🎙️: https://bit.ly/3YhGJy3 YouTube 🎥: https://link.blockworks.co/46Cee2q — Follow Matt: ⁠⁠https://x.com/Matt_Hougan⁠⁠ Follow David: ⁠⁠https://x.com/dlawant⁠⁠ Follow Michael: ⁠⁠https://x.com/marcryptonio⁠⁠ Follow Marc: ⁠⁠https://x.com/marcarjoon⁠⁠ Follow Inflection Point: ⁠⁠https://x.com/BWInflection⁠⁠  Follow Blockworks: ⁠⁠https://x.com/Blockworks_⁠⁠   — Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code INFLECTION200 for $200 OFF! ⁠⁠https://blockworks.co/event/digital-asset-summit-nyc-2026⁠⁠ — Timestamps (00:00) Intro To Inflection Point (06:48) The Convergence Between TradFi & Crypto (22:20) Crypto's Biggest Advantages & Hurdles (36:15) Crypto's Changing Market Structure (41:00) Prices, Sentiment & Long-Term Allocators (46:00) Evolution Of Crypto Options & Yield (51:30) Is The 4-Year Cycle Dead? (01:02:00) Final Thoughts — Disclaimer: Nothing said on Inflection Point 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. #Crypto #DeFi #Bitcoin #Blockchain #DigitalAssets #CryptoPodcast

    1h 4m

  2. 1 DAY AGO

    The AI Productivity Boom Is Here | Luigi Buttiglione

    CEO of LB Macro Luigi Buttiglione explores whether the AI-driven productivity boom marks a durable shift in the global economy or the start of new financial imbalances. We discuss U.S. exceptionalism, neutral rates and monetary policy risks, leverage in the AI buildout, public debt sustainability, and Europe’s structural challenges. We also touch on geopolitical supply shocks and what they could mean for inflation and rates. Enjoy! __ Follow Luigi: https://x.com/LButtiglione_ LB Macro Portal: https://portal.lbmacro.finance/signup/ LB Macro App: https://lbmacro.finance/download/ LB Macro Substack: https://substack.com/@lbmacro Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://x.com/ForwardGuidance Follow Blockworks: https://x.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. — Timestamps (00:00) Intro (02:34) Luigi's Storied Background (04:10) AI’s Productivity Disruption (15:50) Monetary Policy vs AI & Inflation (18:21) Is the U.S. Still the Best Home for Capital? (22:50) The Problems with the Europe Narrative (31:42) Ads (Coinbase, Arkham) (33:23) The Limits to Government Debt (40:12) Private Debt, AI & Bank Regulation (46:06) U.S.-Israel War with Iran (51:04) 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 #stocks #stockmarket

    52 min

  3. 6 DAYS AGO

    AI Reratings & Growth Reacceleration Add Fuel To The Real Asset Rotation | Weekly Roundup

    We discuss the latest AI productivity disruptions, market reactions to the Citrini piece, NVIDIA earnings, and why capital keeps rotating away from software toward real assets, energy, and commodities. We also explore volatility, policy distortions, and signs of economic reacceleration. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://x.com/ForwardGuidance Follow Blockworks: https://x.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Weekly Roundup Charts: https://drive.google.com/file/d/1QhmyPwzHfE0pzkjIWOxHtvUolJptQPUr/view?usp=sharing — Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. — Timestamps: (00:00) Intro (03:29) AI Boom or Apocalypse (11:10) NVDA Earnings & Dutch Disease (15:30) Software's Rerating & CapEx Winners/Losers (26:06) Are We the Horses? (29:44) Ads (Coinbase, Arkham) (31:25) Signs of Economic Reacceleration (40:36) Currencies & Vol Control (45:12) Gold, AI, Space, Hockey (48:33) Housing Market & Homebuilders (52:49) Boomer Roasting — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, sed 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 #stocks #stockmarket

    55 min

  4. 25 FEB

    What ETF Flows Are Telling Us About Investor Appetite | James Seyffart

    Bloomberg ETF analyst James Seyffart discusses the $9 billion crypto ETF exodus, the spaghetti cannon approach to new ETF launches, and why the great sector rotation into energy, materials, and industrials creates the perfect environment for active managers while AI steals crypto’s speculative thunder. We also dig into the risks of levered and covered call ETFs, index rebalancing, and more. Enjoy! __ Follow James: https://x.com/JSeyff 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 Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: (00:00) Intro (03:25) What Happened To Crypto? (06:18) The Basis Trade (08:12) The Evolving ETF Landscape (12:48) Onboarding Institutions & Tokenization (17:47) Global Access To ETFs (20:09) Top Holders & Sellers And AI Competition (25:35) Ads (Coinbase) (26:28) Levered & Covered Call ETFs (31:00) Index Inclusions & Rebalancing (35:00) Massive Dispersion & ETF Rotations (41:07) Private Credit & Equity (45:30) 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 #stocks #stockmarket

    46 min

  5. 21 FEB

    Capital Is Leaving Big Tech For Gold And Energy | Weekly Roundup

    This week, we're fresh off the inaugural TG Macro Conference in Nashville, unpacking all the biggest takeaways ranging from commodity cycles, gold, miners, oil, rates, and market psychology. We also reflect on trading lessons, risk management, and why in-person macro communities matter more than ever. Enjoy! — Follow Tony: https://x.com/TgMacro Follow Jared: https://x.com/dailydirtnap 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 Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 — Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: (00:00) Intro (01:42) Inaugural TG Macro Conference (08:27) Demographics, Debt & Hard Lessons (12:18) Oil, Commodities, Miners (18:54) Gold, Energy & Commodity Cycles (24:21) Rates, Bonds & Global Markets (26:28) Ads (Coinbase) (27:21) Warsh, Yields, Bull Markets (33:09) Market Psychology & Bull Case For America (41:08) 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 #stocks #stockmarket

    44 min

  6. 13 FEB

    Dispersion Is Exploding While Main Street Reaccelerates | Weekly Roundup

    This week, we break down evidence of a quiet Main Street re-acceleration, exploding market dispersion, AI-driven shifts in correlations, why passive strategies are being disrupted, and where capital is rotating across real assets, rates, and global markets. Enjoy! — FollowTyler: 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 Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Weekly Roundup Charts: https://drive.google.com/file/d/19aYbTDngy8hRXMYUNNxZId3oM8AsfBjv/view?usp=sharing — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: 00:00 Intro 05:28 Main Street Re-Accelerating? 12:23 Ads (Grayscale) 13:04 AI CapEx Is Breaking Correlations (RIP Passive?) 19:55 Exploding Dispersion & Capital Rotation Plays 23:32 Retail vs Hedge Funds: Who’s Crowded? 32:08 Ads (Grayscale, Coinbase) 33:43 Crowded Trades & Atoms vs Bits 39:50 AI Bottlenecks & Real Asset Rotation 50:02 Bitcoin, Crypto & Risk Appetite Check — 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 #stocks #stockmarket

    1 hr

  7. 11 FEB

    How I Called 2026's Biggest Rally | Vincent Delaurd

    Director of Global Macro Strategy at StoneX Vincent Deluard explains his three-bubble thesis for 2026, why tax receipts reveal stronger nominal growth than headline data, how fiscal stimulus could fuel a second inflation wave, the Fed’s likely policy path under Kevin Warsh, and why international diversification matters more than ever. Enjoy! __ Follow Vincent: https://x.com/VincentDeluard 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 Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: 00:00 Introduction 02:28 2026 Growth Acceleration, Taxes & Fiscal Policy 13:15 Ads (Grayscale) 19:32 Monetary Policy, Kevin Warsh & Inflation 24:33 AI CapEx Boom, Energy Demand & Growth 29:54 Ads (Grayscale, Coinbase) 40:27 Geopolitics, Energy & Global Allocation 47:48 Commodities & Precious Metals 51:30 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 #bubble #stocks #stockmarket

    53 min

  8. 6 FEB

    Markets Are Entering A New Era Of AI-Driven Disruption | Weekly Roundup

    This week we break down the brutal de-leveraging across markets, why AI CapEx is flipping the old buyback playbook and what it means for Mag7, crypto's bloodbath, the next moves from the Fed and bond market. We also dig into credit risk, factor rotations, the Epstein list, and why gold is sending a louder signal than Bitcoin. 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 Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Weekly Roundup Charts: https://drive.google.com/file/d/1RPRDTwLzPJR9ggBsFnZ7jGUYUJUl-idb/view?usp=sharing — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: 00:00 Intro 02:16 De-Leveraging and Market Stress 05:20 AI CapEx vs Buybacks and Mag7 14:04 Crypto Bloodbath and Risk Assets 18:47 Ads (Grayscale) 21:42 Credit Risk, Factors, and Fed Path 32:52 Epstein Fallout 35:47 Ads (Grayscale, Coinbase) 37:19 Market Structure, Bond Market 46:18 Private Equity and AI CapEx 59:27 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

    1h 6m
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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
    580
  • Copyright
    © 384141 Blockworks 2021
  • Show Website
    Forward Guidance

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