# Forward Guidance

Page: https://stenobird.com/podcast/forward-guidance-4502930
Text version: https://stenobird.com/podcast/forward-guidance-4502930.md
RSS feed: https://feeds.megaphone.fm/forwardguidance
Official site: https://blockworks.co/podcasts/forwardguidance/
Author: Blockworks
Episodes: 605

## Resource

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

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/forward-guidance-4502930
Markdown: https://stenobird.com/podcast/forward-guidance-4502930.md

## Episodes
- [How To Trade The AI Productivity Boom | Weekly Roundup](https://stenobird.com/podcast/forward-guidance-4502930/how-to-trade-the-ai-productivity-boom-weekly-roundup) — 2026-05-29T12:14:00+00:00
- [Can The AI Driven Rally Continue? | Weekly Roundup](https://stenobird.com/podcast/forward-guidance-4502930/can-the-ai-driven-rally-continue-weekly-roundup) — 2026-05-21T14:14:00+00:00
- [The Consumer Cushion Is Almost Gone | Weekly Roundup](https://stenobird.com/podcast/forward-guidance-4502930/the-consumer-cushion-is-almost-gone-weekly-roundup) — 2026-05-15T07:00:00+00:00
- [The Fed Is Losing Its Easing Bias While AI Props Up The Economy | Neil Dutta](https://stenobird.com/podcast/forward-guidance-4502930/the-fed-is-losing-its-easing-bias-while-ai-props-up-the-economy-neil-dutta) — 2026-05-13T07:00:00+00:00
- [Oil And AI Are Breaking The Middle Class | Weekly Roundup](https://stenobird.com/podcast/forward-guidance-4502930/oil-and-ai-are-breaking-the-middle-class-weekly-roundup) — 2026-05-09T05:03:00+00:00
- [Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan](https://stenobird.com/podcast/forward-guidance-4502930/passive-easing-is-fueling-the-next-inflation-wave-danny-dayan) — 2026-05-06T07:00:00+00:00
- [Central Bank Control Is Breaking | Weekly Roundup](https://stenobird.com/podcast/forward-guidance-4502930/central-bank-control-is-breaking-weekly-roundup) — 2026-04-30T07:00:00+00:00
- [The AI Bubble Is Widely Misunderstood | Steve Hou](https://stenobird.com/podcast/forward-guidance-4502930/the-ai-bubble-is-widely-misunderstood-steve-hou) — 2026-04-29T19:14:00+00:00
- [The Fed Is Irrelevant While CapEx Runs The Economy | Weekly Roundup](https://stenobird.com/podcast/forward-guidance-4502930/the-fed-is-irrelevant-while-capex-runs-the-economy-weekly-roundup) — 2026-04-24T07:00:00+00:00
- [Markets Are Misreading A Late Cycle Liquidity Crunch | Michael Howell](https://stenobird.com/podcast/forward-guidance-4502930/markets-are-misreading-a-late-cycle-liquidity-crunch-michael-howell) — 2026-04-22T21:50:00+00:00
- [Market Structure is Fueling an Inflation Trap | Weekly Roundup](https://stenobird.com/podcast/forward-guidance-4502930/market-structure-is-fueling-an-inflation-trap-weekly-roundup) — 2026-04-16T19:20:00+00:00
- [How the World’s Biggest Macro Hedge Funds Are Using AI | Jan Szilagyi](https://stenobird.com/podcast/forward-guidance-4502930/how-the-world-s-biggest-macro-hedge-funds-are-using-ai-jan-szilagyi) — 2026-04-15T07:00:00+00:00
- [Markets Are Trapped Between Geopolitical Chaos and AI Productivity Boom | Weekly Roundup](https://stenobird.com/podcast/forward-guidance-4502930/markets-are-trapped-between-geopolitical-chaos-and-ai-productivity-boom-weekly-roundup) — 2026-04-10T07:00:00+00:00
- [The Iran War is Accelerating the End of Globalism | Jacob Shapiro](https://stenobird.com/podcast/forward-guidance-4502930/the-iran-war-is-accelerating-the-end-of-globalism-jacob-shapiro) — 2026-04-07T15:49:00+00:00
- [Why AI Will Reprice The Entire Economy | Jordi Visser](https://stenobird.com/podcast/forward-guidance-4502930/why-ai-will-reprice-the-entire-economy-jordi-visser) — 2026-04-06T17:25:00+00:00
- [Market Structure is Distorting Reality as Inflation Builds | Weekly Roundup](https://stenobird.com/podcast/forward-guidance-4502930/market-structure-is-distorting-reality-as-inflation-builds-weekly-roundup) — 2026-04-03T07:00:00+00:00
- [Fed Governor Miran on Why Inflation Fears Are Overstated](https://stenobird.com/podcast/forward-guidance-4502930/fed-governor-miran-on-why-inflation-fears-are-overstated) — 2026-04-01T07:00:00+00:00
- [The Fed Is Trapped As Oil Drives Inflation Higher | Weekly Roundup](https://stenobird.com/podcast/forward-guidance-4502930/the-fed-is-trapped-as-oil-drives-inflation-higher-weekly-roundup) — 2026-03-27T07:00:00+00:00
- [AI Will Drive The Biggest Boom In History | Raoul Pal](https://stenobird.com/podcast/forward-guidance-4502930/ai-will-drive-the-biggest-boom-in-history-raoul-pal) — 2026-03-25T18:09:00+00:00
- [Investor Relations in the Onchain Era](https://stenobird.com/podcast/forward-guidance-4502930/investor-relations-in-the-onchain-era) — 2026-03-24T21:30:00+00:00
- [Escalating Energy Shock Exposing Central Bank Limits | Weekly Roundup](https://stenobird.com/podcast/forward-guidance-4502930/escalating-energy-shock-exposing-central-bank-limits-weekly-roundup) — 2026-03-20T14:03:00+00:00
- [The Macro Chain Reaction of Oil Shocks | Bob Elliott](https://stenobird.com/podcast/forward-guidance-4502930/the-macro-chain-reaction-of-oil-shocks-bob-elliott) — 2026-03-18T04:00:00+00:00
- [Why the Oil Shock Could Trigger a Global Recession | Weekly Roundup](https://stenobird.com/podcast/forward-guidance-4502930/why-the-oil-shock-could-trigger-a-global-recession-weekly-roundup) — 2026-03-13T04:00:00+00:00
- [The Global Economy Is Splitting Into Spheres | Eric Wallerstein](https://stenobird.com/podcast/forward-guidance-4502930/the-global-economy-is-splitting-into-spheres-eric-wallerstein) — 2026-03-11T04:00:00+00:00
- [Is The Iran Energy Shock About To Break Markets? | Weekly Roundup](https://stenobird.com/podcast/forward-guidance-4502930/is-the-iran-energy-shock-about-to-break-markets-weekly-roundup) — 2026-03-06T05:00:00+00:00
- [Introducing: Inflection Point | The Crypto-TradFi Convergence](https://stenobird.com/podcast/forward-guidance-4502930/introducing-inflection-point-the-crypto-tradfi-convergence) — 2026-03-05T05:00:00+00:00
- [The AI Productivity Boom Is Here | Luigi Buttiglione](https://stenobird.com/podcast/forward-guidance-4502930/the-ai-productivity-boom-is-here-luigi-buttiglione) — 2026-03-04T05:00:00+00:00
- [AI Reratings & Growth Reacceleration Add Fuel To The Real Asset Rotation | Weekly Roundup](https://stenobird.com/podcast/forward-guidance-4502930/ai-reratings-growth-reacceleration-add-fuel-to-the-real-asset-rotation-weekly-roundup) — 2026-02-26T14:32:00+00:00

## Actions

Episode pages expose an explicit `request_transcript` action. A page view does not automatically enqueue transcription.