{"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":"Why the Oil Shock Could Trigger a Global Recession | Weekly Roundup","slug":"why-the-oil-shock-could-trigger-a-global-recession-weekly-roundup","published_at":"2026-03-13T04:00:00+00:00","page_url":"https://stenobird.com/podcast/forward-guidance-4502930/why-the-oil-shock-could-trigger-a-global-recession-weekly-roundup","show_page_url":"https://stenobird.com/podcast/forward-guidance-4502930","url":"https://traffic.megaphone.fm/BWG1351651736.mp3","audio_url":"https://traffic.megaphone.fm/BWG1351651736.mp3","summary":"In this episode, we explore the fog of war in markets, where geopolitics and volatility scramble investors’ assumptions. Quinn and Felix break down the macro landscape, analyzing war narratives, energy shocks, and shifting expectations for growth, jobs, and Fed policy. We debate oil spikes, dollar strength, bonds, gold, options positioning, and hidden risks from agriculture to private credit. Enjoy! TIMESTAMPS: (00:00) Intro (02:46) Iran War Update (08:08) Jobs Data, Bonds and Economic Deterioration (15:22) Asymmetric Iran Impact - US vs Europe/Asia (21:30) Market Structure - Everyone Owns Puts (26:35) Ads (Arkham) (27:23) How Will Iran War Impact Rates and the Economy? (36:21) SPR Drawdown and Trump’s Strategic Position (47:19) People Ignoring Agriculture Complex (51:45) Final Thoughts FOLLOW THE SHOW › Quinn – https://x.com/qthomp › Felix – https://x.com/fejau_inc › Forward Guidance – https://x.com/ForwardGuidance › Blockworks – https://x.com/Blockworks › Telegram – https://t.me/+CAoZQpC-i6BjYTEx EVENTS › Join us at Digital Asset Summit 2026 in NYC (March 24–26) › Use code FORWARD200 for $200 off https://blockworks.co/event/digital-asset-summit-nyc-2026 RESOURCES › Weekly Roundup Charts – https://drive.google.com/file/d/14CFRydeUqk52UXPBW30wt-rcK5tuL-oK/view?usp=sharing SPONSORS › ARKHAM Arkham is a crypto. exchange and blockchainanalytics platform that allows traders and investors to look. inside the wallets of the besttraders, largest funds, and most influential players in crypto — and act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. DISCLAIMER Nothing said on Forward Guidance is a recommendation to. buy or sell secu…","meta_description":"In this episode, we explore the fog of war in markets, where geopolitics and volatility scramble investors’ assumptions. Quinn and Felix break down the ma…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3366,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/forward-guidance-4502930/episodes/why-the-oil-shock-could-trigger-a-global-recession-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/why-the-oil-shock-could-trigger-a-global-recession-weekly-roundup.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}