Forward Guidance

The Post-Summer Market Rotation is Here | Weekly Roundup

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

Will Powell’s Jackson Hole Speech Break Markets? | Weekly Roundup

Crypto Credit Markets Will Rewrite Risk Management | David Grider

Markets Are Underestimating the Risk of a 10–15% Correction | Weekly Roundup

In this episode of Forward Guidance, Quinn Thompson and Tyler Neville are joined by Brent Johnson to discuss the current state of the market, inflation data, and potential future economic scenarios. The conversation covers topics such as the Federal Reserve's actions, the impact of tariffs, and the possibility of a mar...

Should We Be Worried About Jobs Report Revisions? | Guy Berger

The Financial Repression Endgame | Weekly Roundup

Markets Haven’t Priced In The End of Fiscal Tailwinds | Andy Constan

Will Market Euphoria Cool Off In August? | Weekly Round-Up

In this episode of Forward Guidance, Felix and Tyler unpack a week of significant economic data, including a soft labor market report with substantial revisions and a flat unemployment rate despite decreasing labor force participation due to a halt in immigration. They discuss the implications of these trends, includin...

Breaking Down The FOMC Meeting with Joseph Wang, Brent Donnelly & Bob Elliot

In this inaugural Forward Guidance post-FOMC livestream, Felix hosts Brent Donnelly, Bob Elliott, and Joseph Wang to dissect the Federal Reserve's recent decisions and their implications for the economy. The panel assesses the Fed's hawkish stance, debates the influence of political factors on monetary policy, and anal...

The Fed Is Fueling A New Inflation Wave | Danny Dayan

Welcome to Peak Monetary Policy Theater | Weekly Roundup

Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig

The Great Ponzi-fication Of Markets | Weekly Roundup

In this episode of Forward Guidance, Le Shrub joins Felix and other panelists to discuss macroeconomics, investment strategies, and market trends. Shrub outlines his "gag portfolio" strategy for navigating the "golden age of grift," emphasizing hedging against a weaker dollar and potential market shakeups. The conversa...

We’re Entering The Final Phase Of Fiscal Dominance | David Beckworth

In this episode of Forward Guidance, Felix interviews David Beckworth, a Senior Research Fellow at the Mercatus Center, about fiscal dominance and its implications for monetary policy. Beckworth defines fiscal dominance as a situation where the Federal Reserve prioritizes government solvency over price stability, poten...

The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel

Unpacking The Crypto Treasury Meta

All Roads Lead To Debasement | Weekly Roundup

In this episode of Forward Guidance, Felix, Tyler, and Quinn dissect the latest jobs report, highlighting the surprising drop in the unemployment rate and the impact of immigration on the labor market. They discuss the divergence between government and private payrolls, and the implications for Fed policy, noting that ...

Bringing The Long Tail Of Markets Onchain

The Stablecoin Future, Macro Moves & Big Tech Embracing Crypto | Permissionless IV Recap