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Forward Guidance · Investment

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

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Hawkish Fed Projections At Odds With Trump

28 Jun 2025
3m
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The Fed’s New Mandate Is Financing The Deficit | Weekly Roundup

27 Jun 2025
43m
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Why TradFi Can’t Ignore Onchain Finance

25 Jun 2025
5m
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DeFi Lending Will Eat Wall Street By 2030 | Sidney Powell

25 Jun 2025
38m
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The Fed Is Ignoring The Data—And Markets Will Pay

21 Jun 2025
8m
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The Fed Is Still Choosing to Be “Late” On Rate Cuts | Weekly Roundup

20 Jun 2025
55m
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Crypto Options Are Broken

19 Jun 2025
3m
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Market Infrastructure Is Being Rebuilt on Blockchain | Vishal Gupta

18 Jun 2025
37m
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$7 Trillion Debt Bomb Forces Rate Cuts by September

16 Jun 2025
7m
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The Unwinding Of The Global U.S Dollar Trade | Weekly Roundup

14 Jun 2025
50m
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The Digital Payment Race That Will Reshape the World

12 Jun 2025
5m
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Former Fed Official & Stablecoin Expert On The Future Of Money | Robert Bench

11 Jun 2025
59m
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When Boomers Sell, It All Unravels

07 Jun 2025
4m
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The Trump–Elon Fallout Proves Nothing Stops The Spending Train | Weekly Roundup

06 Jun 2025
56m
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Stuck in 2019: Why Investors Keep Getting It Wrong

05 Jun 2025
6m
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The New Regime People Don’t Want To Accept | Jim Bianco

04 Jun 2025
1h 5m
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Bonds Are Dead: Yellen's Playbook Is Going Global

31 May 2025
3m
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Trump’s Tariff War Gets Sidelined By The Courts | Weekly Roundup

30 May 2025
54m
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Global Markets Can’t Escape The U.S.

29 May 2025
7m
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The US Economy Is About To Take Off And Bring Stocks With It | David Cervantes

28 May 2025
56m
AI processed

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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