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


The Fed’s New Mandate Is Financing The Deficit | Weekly Roundup

Why TradFi Can’t Ignore Onchain Finance

DeFi Lending Will Eat Wall Street By 2030 | Sidney Powell

The Fed Is Ignoring The Data—And Markets Will Pay

The Fed Is Still Choosing to Be “Late” On Rate Cuts | Weekly Roundup

Crypto Options Are Broken

Market Infrastructure Is Being Rebuilt on Blockchain | Vishal Gupta

$7 Trillion Debt Bomb Forces Rate Cuts by September

The Unwinding Of The Global U.S Dollar Trade | Weekly Roundup

The Digital Payment Race That Will Reshape the World

Former Fed Official & Stablecoin Expert On The Future Of Money | Robert Bench

When Boomers Sell, It All Unravels

The Trump–Elon Fallout Proves Nothing Stops The Spending Train | Weekly Roundup

Stuck in 2019: Why Investors Keep Getting It Wrong

The New Regime People Don’t Want To Accept | Jim Bianco

Bonds Are Dead: Yellen's Playbook Is Going Global

Trump’s Tariff War Gets Sidelined By The Courts | Weekly Roundup

Global Markets Can’t Escape The U.S.

The US Economy Is About To Take Off And Bring Stocks With It | David Cervantes
In this episode of Forward Guidance, the host interviews David Cervantes, founder of Pinebrook Capital, to discuss macro trading strategies, economic forecasts, and market dynamics. Cervantes reflects on his investment performance, highlighting key trades and adjustments made in response to changing fiscal policies and...
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