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Forward Guidance

Forward Guidance

Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.

Blockworks

629 episodesEN

Show overview

Forward Guidance has been publishing since 2021, and across the 5 years since has built a catalogue of 629 episodes, alongside 1 trailer or bonus episode. That works out to roughly 670 hours of audio in total. Releases follow a several-times-a-week cadence, with the show now in its 2nd season.

Episodes typically run an hour to ninety minutes — most land between 53 min and 1h 13m — and the run-time is fairly consistent across the catalogue. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Business show.

The show is actively publishing — the most recent episode landed 6 days ago, with 66 episodes already out so far this year. The busiest year was 2023, with 167 episodes published. Published by Blockworks.

Episodes
629
Running
2021–2026 · 5y
Median length
1h 2m
Cadence
Several per week

From the publisher

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

Latest Episodes

View all 629 episodes

America’s AI Boom Is Squeezing Main Street | Weekly Roundup

Oct 4, 202653 min

The Bond Market Pain Isn't Over | Weekly Roundup

Sep 25, 20261h 1m

The Fed Is Hiking Into A Growth Slowdown | Weekly Roundup

Sep 18, 20261h 12m

The Market Is Mispricing A Correlation Shock | Dean Curnutt

Sep 16, 202654 min

The Bond Market Is Trapping The Fed | Weekly Roundup

Sep 11, 202645 min

Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber

Sep 2, 202644 min

Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekly Roundup

Aug 27, 202653 min

Treasury-Led Financial Repression Is Ushering In A Debasement Regime | Weekly Roundup

Aug 20, 202653 min

The Growth Strategy Trapping The Fed | Darius Dale

Aug 12, 202646 min

Washington Is Suppressing Volatility To Keep The AI Boom Alive | Weekly Roundup

Aug 7, 202659 min

The Portfolio Built To Survive Every Crash | Jared Dillian

Aug 5, 202632 min

The AI Unwind And Warsh's Long-End Gamble | Weekly Roundup

Aug 3, 202649 min

AI Efficiency Is Repricing The Compute Market | Steve Hou

Jul 22, 202643 min

The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup

Jul 17, 202653 min

Think Like Everyone Else, Lose Like Everyone Else | Brent Donnelly

Jul 8, 202646 min

The AI Trade Is Finally Cracking | Weekly Roundup

Jul 3, 202646 min

How To Trade The New Warsh Fed | Bob Sheehan

Jun 29, 202645 min

Is The Fed Panic Already Fading? | Weekly Roundup

Jun 26, 202659 min

A New Era Is Beginning In Markets | Weekly Roundup

Jun 19, 20261h 4m

The Warsh Fed Will Look Nothing Like Before | Joseph Wang

Jun 17, 202639 min
384141 Blockworks 2021