{"podcast":{"title":"Forward Guidance","slug":"forward-guidance-4502930","podcast_index_feed_id":4502930,"rss_url":"https://feeds.megaphone.fm/forwardguidance","website_url":"https://blockworks.co/podcasts/forwardguidance/","image_url":"https://megaphone.imgix.net/podcasts/f398def0-373d-11ec-a51f-8fb207c4cf09/image/a75147ace106f858919e6a202dfa4c94.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Blockworks","episode_count":605,"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","last_synced_at":null,"page_url":"https://stenobird.com/podcast/forward-guidance-4502930"},"episode":{"title":"Can The AI Driven Rally Continue? | Weekly Roundup","slug":"can-the-ai-driven-rally-continue-weekly-roundup","published_at":"2026-05-21T14:14:00+00:00","page_url":"https://stenobird.com/podcast/forward-guidance-4502930/can-the-ai-driven-rally-continue-weekly-roundup","show_page_url":"https://stenobird.com/podcast/forward-guidance-4502930","url":"https://traffic.megaphone.fm/BWG1086473600.mp3","audio_url":"https://traffic.megaphone.fm/BWG1086473600.mp3","summary":"This week, we're back to discuss the current AI driven market rally and wether or not it can continue. We then deep dive into the positive tailwinds for energy companies, the trillion dollar wave of IPO's in 2026, the bond market sell off, why active is outperforming and more. Enjoy! -- Timestamps: (00:00) Introduction (03:42) The Bond Market Sell Off (14:32) Can This Market Bubble Continue? (29:06) Why Active is Outperforming Passive (38:44) The Wave of Trillion Dollar IPOs -- FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Quinn – https://x.com/qthomp › Tyler – https://x.com/Tyler_Neville › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks -- RESOURCES › https://docsend.com/view/62t43sp222nsvqzg › Dell Children's Donation – ⁠https://give.supportdellchildrens.org/team/826061⁠ -- Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.","meta_description":"This week, we're back to discuss the current AI driven market rally and wether or not it can continue. We then deep dive into the positive tailwinds for e…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3138,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/forward-guidance-4502930/episodes/can-the-ai-driven-rally-continue-weekly-roundup/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/forward-guidance-4502930/can-the-ai-driven-rally-continue-weekly-roundup.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}