Podcast

Forward Guidance

Author: Blockworks
Feed episode count: 605
Official site: https://blockworks.co/podcasts/forwardguidance/
RSS: https://feeds.megaphone.fm/forwardguidance
JSON: /v1/public/podcasts/forward-guidance-4502930
Markdown: /podcast/forward-guidance-4502930.md

Summary

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

May 29, 2026 · not_requested

How To Trade The AI Productivity Boom | Weekly Roundup

Duration seconds: 2983
Source: https://traffic.megaphone.fm/BWG7671122117.mp3

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May 21, 2026 · not_requested

Can The AI Driven Rally Continue? | Weekly Roundup

Duration seconds: 3138
Source: https://traffic.megaphone.fm/BWG1086473600.mp3

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May 15, 2026 · not_requested

The Consumer Cushion Is Almost Gone | Weekly Roundup

Duration seconds: 3159
Source: https://traffic.megaphone.fm/BWG6073892716.mp3

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May 13, 2026 · not_requested

The Fed Is Losing Its Easing Bias While AI Props Up The Economy | Neil Dutta

Duration seconds: 2921
Source: https://traffic.megaphone.fm/BWG5776556991.mp3

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May 9, 2026 · not_requested

Oil And AI Are Breaking The Middle Class | Weekly Roundup

Duration seconds: 3259
Source: https://traffic.megaphone.fm/BWG3307861161.mp3

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May 6, 2026 · not_requested

Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan

Duration seconds: 3013
Source: https://traffic.megaphone.fm/BWG8648726935.mp3

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Apr 30, 2026 · not_requested

Central Bank Control Is Breaking | Weekly Roundup

Duration seconds: 3751
Source: https://traffic.megaphone.fm/BWG9969498565.mp3?updated=1777517667

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Apr 29, 2026 · not_requested

The AI Bubble Is Widely Misunderstood | Steve Hou

Duration seconds: 3342
Source: https://traffic.megaphone.fm/BWG3286352591.mp3

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Apr 24, 2026 · not_requested

The Fed Is Irrelevant While CapEx Runs The Economy | Weekly Roundup

Duration seconds: 3817
Source: https://traffic.megaphone.fm/BWG3553637104.mp3

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Apr 22, 2026 · not_requested

Markets Are Misreading A Late Cycle Liquidity Crunch | Michael Howell

Duration seconds: 3529
Source: https://traffic.megaphone.fm/BWG1234911300.mp3?updated=1776895209

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Apr 16, 2026 · not_requested

Market Structure is Fueling an Inflation Trap | Weekly Roundup

Duration seconds: 2238
Source: https://traffic.megaphone.fm/BWG9992078429.mp3

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Apr 15, 2026 · not_requested

How the World’s Biggest Macro Hedge Funds Are Using AI | Jan Szilagyi

Duration seconds: 2880
Source: https://traffic.megaphone.fm/BWG5754533123.mp3

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Apr 10, 2026 · not_requested

Markets Are Trapped Between Geopolitical Chaos and AI Productivity Boom | Weekly Roundup

Duration seconds: 3420
Source: https://traffic.megaphone.fm/BWG9976886571.mp3

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Apr 7, 2026 · not_requested

The Iran War is Accelerating the End of Globalism | Jacob Shapiro

Duration seconds: 3203
Source: https://traffic.megaphone.fm/BWG7844896282.mp3

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Apr 6, 2026 · not_requested

Why AI Will Reprice The Entire Economy | Jordi Visser

Duration seconds: 1962
Source: https://traffic.megaphone.fm/BWG6005750671.mp3

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Apr 3, 2026 · not_requested

Market Structure is Distorting Reality as Inflation Builds | Weekly Roundup

Duration seconds: 3665
Source: https://traffic.megaphone.fm/BWG3763800337.mp3

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Apr 1, 2026 · not_requested

Fed Governor Miran on Why Inflation Fears Are Overstated

Duration seconds: 1997
Source: https://traffic.megaphone.fm/BWG5626811026.mp3?updated=1774977193

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Mar 27, 2026 · not_requested

The Fed Is Trapped As Oil Drives Inflation Higher | Weekly Roundup

Duration seconds: 2464
Source: https://traffic.megaphone.fm/BWG1629151464.mp3

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Mar 25, 2026 · not_requested

AI Will Drive The Biggest Boom In History | Raoul Pal

Duration seconds: 2513
Source: https://traffic.megaphone.fm/BWG8115468281.mp3

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Mar 24, 2026 · not_requested

Investor Relations in the Onchain Era

Duration seconds: 1319
Source: https://traffic.megaphone.fm/BWG8129411744.mp3

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Mar 20, 2026 · not_requested

Escalating Energy Shock Exposing Central Bank Limits | Weekly Roundup

Duration seconds: 2990
Source: https://traffic.megaphone.fm/BWG5343106306.mp3

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Mar 18, 2026 · not_requested

The Macro Chain Reaction of Oil Shocks | Bob Elliott

Duration seconds: 2852
Source: https://traffic.megaphone.fm/BWG3284786461.mp3

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Mar 13, 2026 · not_requested

Why the Oil Shock Could Trigger a Global Recession | Weekly Roundup

Duration seconds: 3366
Source: https://traffic.megaphone.fm/BWG1351651736.mp3

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Mar 11, 2026 · not_requested

The Global Economy Is Splitting Into Spheres | Eric Wallerstein

Duration seconds: 3529
Source: https://traffic.megaphone.fm/BWG9102097756.mp3

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Mar 6, 2026 · not_requested

Is The Iran Energy Shock About To Break Markets? | Weekly Roundup

Duration seconds: 3955
Source: https://traffic.megaphone.fm/BWG5224820133.mp3

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Mar 5, 2026 · not_requested

Introducing: Inflection Point | The Crypto-TradFi Convergence

Duration seconds: 3830
Source: https://traffic.megaphone.fm/BWG8748919304.mp3

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Mar 4, 2026 · not_requested

The AI Productivity Boom Is Here | Luigi Buttiglione

Duration seconds: 3113
Source: https://traffic.megaphone.fm/BWG7252680832.mp3

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Feb 26, 2026 · not_requested

AI Reratings & Growth Reacceleration Add Fuel To The Real Asset Rotation | Weekly Roundup

Duration seconds: 3280
Source: https://traffic.megaphone.fm/BWG3051188979.mp3

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