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Artwork for Forward Guidance

Forward Guidance

Blockworks
Federal Reserve
Libor
Commercial Real Estate
Bank Of England
Financial Crisis
Inflation
Blackstone Mortgage Trust
Interest Rates
Whistleblowers
Market Manipulation
Liquidity Crisis
Muddy Waters Research
CFTC
SEC
Fiscal Stimulus
U.S. Economy
Stock Market
Interest Rate Swaps
SOFR
Tax Receipts

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: twitter.com/fejau_inc Follow Forward Guidance: twitter.com/ForwardG... more

PublishesTwice weeklyEpisodes562Founded4 years ago
Number of ListenersCategories
BusinessBusiness NewsInvestingNews

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Artwork for Forward Guidance

Latest Episodes

In this episode, Warren Pies of 3Fourteen Research joins the show to discuss why disinflation and Goldilocks conditions persist into early 2026, and where the real risks may flip from cooling to overheating. We also explore his outlook on bonds, equi... more

In this episode, Harris (Kuppy) Kupperman joins Tyler to discuss why markets may look strong, but beneath the surface they’re being run for asset holders, not workers. We explore how policy choices, market structure, and AI hype are driving asset-dri... more

YouTube

In this episode, the Market Radar team joins the show to discuss why markets have struggled to trend, how Market Radar’s models navigate slowdowns versus true risk-off regimes, and what growth, inflation, and liquidity signals are actually saying ben... more

YouTube

This week, we discuss a pivotal FOMC day, the Fed’s new liquidity injections, shifting market leadership, and why inflation, credit, and social pressures are all converging into a “run-it-hot” regime. We also weigh the implications for Main Street, m... more

YouTube

Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Thoughtful Money with Adam TaggartAdam Taggart | Thoughtful Money

Recent Guests

Keith Dicker
Founder and CIO of IceCap Asset Management
IceCap Asset Management
Episode: The Global Economy Runs on Perpetual Stimulus | Keith Dicker
Aahan Menon
Economist and returning guest from Prometheus Macro
Prometheus Macro
Episode: The Hidden Fractures Behind America’s “Resilient” Economy | Aahan Menon
Jordi Visser
Finance expert focused on AI and digital asset trends
Episode: AI Is Ushering in an Entirely New Economic Paradigm | Jordi Visser
Victor Haghani
Founder and CIO of Elm Wealth, co-founder of Long-Term Capital Management
Elm Wealth
Episode: LTCM Co-Founder on Risk, Leverage & Simplicity | Victor Haghani
Lyn Alden
Investor and macroeconomic analyst
lyndalden.com
Episode: Deficits Are Forcing the Fed Back Into Expansion | Lyn Alden
Hunter Hopcroft
Expert in alternative assets and fintech, contributor to Substack.
Episode: How Financialization Broke Markets & Hollowed Out America | Weekly Roundup
Quinn Thompson
CEO and Founder of Lekker Capital
Lekker Capital
Episode: Global Liquidity Cycle & the Worldwide Rush Into Hard Assets | Weekly Roundup
George Robertson
Repeat guest with evolving market views
Montefterre Frontier
Episode: The Recession Has Already Started | George Robertson
Amy Oldenburg
Head of emerging markets equity at Morgan Stanley
Morgan Stanley
Episode: Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenburg

Host

Felix Jauvin
Host of the macro-focused finance podcast, emphasizing actionable investment insights and engaging discussions with leading experts in the industry.

Reviews

4.6 out of 5 stars from 1k ratings
  • MAGA Perspective

    Great if you want the MAGA perspective on markets where election fraud was real and everything is Biden’s fault

    Apple Podcasts
    1
    mksp3
    United States4 days ago
  • Should change the name to Upward guidance.

    I’m sorry. I admit I am an older guy and I’ve tried to listen to this podcast, but I just cannot last longer than a couple of minutes. I don’t doubt the knowledge of these young fellas. However,

    the “uptalking”, sentence after sentence, drives me insane. It sounds like a bunch of 13 year old girls talking about finance with their voice tone lowered with AI.

    Please, for the sake of your older listeners, learn to speak normally and not like you live in a Starbucks 50 hours a week. Am I the only o... more

    Apple Podcasts
    1
    jack mule
    United Statesa month ago
  • Fiat tradfi fiat tradfi

    The constant ref to “tradfi” and “fiat” in total seriousness was too much in the end. That and the comment from the loud guy that “actually I heard people really like it” in reference to troops in D.C. Absolute clown.

    Apple Podcasts
    2
    Jhockey sauce
    Denmark4 months ago
  • Usually good

    I usually like this podcast but grow weary of the rejoicing in the pain of others.

    Apple Podcasts
    2
    GR82BAU
    United States5 months ago
  • My fav

    Fantastic intersection of informative, actionable content and entertainment. Best host of a financial podcast I’ve listened to. Love it.

    Apple Podcasts
    5
    SarahPayne100
    United States5 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners have noted the podcast's strong relevance to current market conditions and investment strategies.
Some reviews express dissatisfaction with shifts in topic focus and the quality of content since previous hosts or iterations of the podcast.
Many find the combination of expert insights and entertaining discussion a compelling aspect of the show.
There are mixed feelings regarding the presentation style, with some respondents enjoying the humor while others find it off-putting.
Listeners appreciate the informative and actionable content provided by the host and guests.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#111
United States/Business/Investing
Apple Podcasts
#55
United Kingdom/Business/Investing
Apple Podcasts
#90
Canada/Business/Investing
Apple Podcasts
#165
United Kingdom/Business
Apple Podcasts
#247
Canada/Business
Apple Podcasts
#110
Australia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Why Cross-Border Flows Matter More Than Rate Cuts | Capital Flows
Q: What do you think will drive credit growth moving forward?
It is important to quantify how the market is accepting and pricing risk, particularly regarding corporate debt issuance and its relation to economic growth and liquidity.
Why Cross-Border Flows Matter More Than Rate Cuts | Capital Flows
Q: What are your thoughts on the Fed's recent hawkish pivot and its implications?
The Fed's hawkish pivot is causing adjustments in real rates, which is significant for market liquidity and equity pricing, but it is not indicative of an impending recession yet.
AI’s CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup
Q: What is your read on Nvidia's earnings?
It indicates a stronger market presence but raises concerns about speculation and the dependency on big tech.
LTCM Co-Founder on Risk, Leverage & Simplicity | Victor Haghani
Q: What is good diversification actually looks like?
The right amount of diversification is the maximum you can get at a low fee, avoiding excessive idiosyncratic risks.
LTCM Co-Founder on Risk, Leverage & Simplicity | Victor Haghani
Q: What does your modern approach to markets look like for you in this day and age?
Our approach is based on expected returns and risk, utilizing a dynamic index investing strategy.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Forward Guidance

What is Forward Guidance about and what kind of topics does it cover?

Focusing on macroeconomic trends and financial strategy, this podcast features in-depth interviews with finance experts who analyze the rapidly evolving landscape of investment. Regular discussions cover topics such as monetary policy, fiscal strategies, and the implications of emerging technologies on markets. What sets this podcast apart is its emphasis on actionable insights that aim to prepare listeners for the future of investing amidst economic uncertainty. Its blend of expert guest analysis and topical relevance makes it a valuable resource for both seasoned investors and those new to finance.

Where can I find podcast stats for Forward Guidance?

Rephonic provides a wide range of podcast stats for Forward Guidance. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Forward Guidance and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Forward Guidance get?

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What are the audience demographics for Forward Guidance?

Rephonic provides comprehensive predictive audience data for Forward Guidance, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Forward Guidance have?

To see how many followers or subscribers Forward Guidance has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Forward Guidance?

These podcasts share a similar audience with Forward Guidance:

1. Monetary Matters with Jack Farley
2. Macro Voices
3. The Market Huddle
4. Thoughtful Money with Adam Taggart
5. Wealthion - Be Financially Resilient

How many episodes of Forward Guidance are there?

Forward Guidance launched 4 years ago and published 562 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Forward Guidance?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Forward Guidance?

Rephonic pulls ratings and reviews for Forward Guidance from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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How do I access podcast episode transcripts for Forward Guidance?

Rephonic provides full transcripts for episodes of Forward Guidance. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Forward Guidance?

Recent guests on Forward Guidance include:

1. Keith Dicker
2. Aahan Menon
3. Jordi Visser
4. Victor Haghani
5. Lyn Alden
6. Hunter Hopcroft
7. Quinn Thompson
8. George Robertson

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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