Blockworks · 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 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

Episodes

In this episode of Forward Guidance, Felix, Quinn Thompson, and Joseph Wang convene in Washington, D.C., at the Monetarium II conference to dissect the latest FOMC meeting and its implications. They analyze the dot plot's revised economic projections, noting the down-ticked GDP growth forecast coupled with increased in...

Empire | Introducing the Token Transparency Framework

18 Jun 2025

1h 9m

Market Infrastructure Is Being Rebuilt on Blockchain | Vishal Gupta

18 Jun 2025

37m

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

14 Jun 2025

50m

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In this episode of Forward Guidance, Felix, Quinn, and Tyler discuss the recent geopolitical escalations between Israel and Iran, focusing on the potential macro impacts, particularly on oil prices and inflation. They analyze CPI data, labor market fragility, and the Fed's upcoming meeting, debating whether the Fed wil...

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

11 Jun 2025

59m

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

06 Jun 2025

56m

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

04 Jun 2025

1h 5m

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

30 May 2025

54m

The US Economy Is About To Take Off And Bring Stocks With It | David Cervantes

28 May 2025

56m

America’s Debt Spiral Is Accelerating | Weekly Roundup

23 May 2025

54m

America Is Risking A Liz Truss Moment | Kevin Muir

21 May 2025

1h 11m

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In this episode of Forward Guidance, Felix interviews Kevin Muir, the author of The MacroTourist, about his macro framework that heavily emphasizes the fiscal side of the economy. Kevin explains how he shifted his thinking after the 2010s when quantitative easing didn't lead to the predicted inflation. He discusses Mod...