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Artwork for Forward Guidance

Forward Guidance

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

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 weeklyEpisodes543Founded4 years ago
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BusinessInvestingNewsBusiness News

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Artwork for Forward Guidance

Latest Episodes

This week, we’re joined by Michael Howell of CrossBorder Capital live from DAS London to break down the global liquidity cycle, the hidden recession and re-acceleration in the U.S., the impact of monetary debasement on gold and Bitcoin, China’s liqui... more

In this episode, CIO of ProCap Jeff Park unpacks the recent crypto market meltdown, the dangers of over-leveraging in perpetual futures, and why Bitcoin could now front-run altcoins. He also gives insights into ProCap’s work as a Bitcoin treasury com... more

YouTube

This week, we discuss the government shutdown and market melt-up, Paul Tudor Jones’ blow off bull market call, an update to the gold trade, the AI CapEx boom and its circular financing, and Quinn’s ETH bull thesis. Enjoy!

Follow Tyler: x.... more

YouTube

In this episode, George Robertson returns to break down why he’s turned bearish. He explains why he thinks massive fiscal tightening from tariffs and job cuts, corporate profits rolling over, and the flow-of-funds are signaling recession even as mark... more

YouTube

Key Facts

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Recent Guests

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
Arthur Hayes
Co-founder of BitMEX and notable author in the finance and cryptocurrency space
BitMEX
Episode: Inevitable Money Printing Will Drive A “Debt Doom Loop” | Arthur Hayes
Helen Thompson
Professor of Political Economy at the University of Cambridge
University of Cambridge
Episode: Energy & Trade Wars Are Rewriting the World Order | Helen Thompson
David Schamis
CIO and co-founder of Atlas Merchant Capital
Atlas Merchant Capital
Episode: Former Barclays CEO’s Big Bet on Hyperliquid’s Explosive Growth | Bob Diamond & David Schamis
Bob Diamond
Former CEO of Barclays and founder/CEO of Atlas Merchant Capital
Atlas Merchant Capital
Episode: Former Barclays CEO’s Big Bet on Hyperliquid’s Explosive Growth | Bob Diamond & David Schamis
David Grider
Partner at Finality Capital Partners and recognized expert in the cryptocurrency investment landscape.
Finality Capital Partners
Episode: Crypto Credit Markets Will Rewrite Risk Management | David Grider
Tom Lee
Founder and head of Fundstrat Global Advisors, known for his analysis and research in the cryptocurrency market.
Fundstrat Global Advisors
Episode: Crypto Credit Markets Will Rewrite Risk Management | David Grider
Bob Elliott
CEO of Unlimited Funds, focusing on innovative investment strategies.
Unlimited Funds
Episode: Breaking Down The FOMC Meeting with Joseph Wang, Brent Donnelly & Bob Elliot
Danny Dayan
Expert at all things global macro, runs global macro hedge funds, and author of a sub-stack.
Danny Dayan Substack
Episode: The Fed Is Fueling A New Inflation Wave | Danny Dayan

Host

Felix Jauvin
Host of Forward Guidance, guiding discussions on macroeconomic trends and investment strategies with expert guests.

Reviews

4.6 out of 5 stars from 990 ratings
  • 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
    Denmark2 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 States2 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 States3 months ago
  • Negative

    July 3 episode lots of complaining how many solutions not sure about that boys I really come here to hear some solutions to the problems not just whining about daycare cost

    Apple Podcasts
    4
    60 pound loser
    United States3 months ago
  • Interesting takes

    This podcast serves up interesting conversations about market news. However, it’s all narrative based and lacks quantitative nuance. I do like that they touch on crypto and the new generation of investors/traders that largely operate on vibes. However, the show would benefit by discarding Tyler who is an idiot Bitcoin maxi and never has anything substantive to add except for ‘ummm buy bitcoin’.

    Apple Podcasts
    3
    Cubsfannnnn
    United States3 months ago

Listeners Say

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

Insights into macroeconomic dynamics and investment opportunities receive high praise.
Many listeners appreciate the high-quality guests featured and the depth of analysis they provide.
Some comments highlight concerns over perceived shifts in the podcast's tone or content focus, suggesting a degree of audience sensitivity to changes.
The hosts' direct approach and multiple perspectives are frequently lauded, suggesting a mix of admiration and critique depending on individual preferences.

Chart Rankings

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

Apple Podcasts
#104
United States/Business/Investing
Apple Podcasts
#94
Canada/Business/Investing
Apple Podcasts
#120
United Kingdom/Business/Investing
Apple Podcasts
#232
Canada/Business
Apple Podcasts
#127
Germany/Business/Investing
Apple Podcasts
#136
Australia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The Recession Has Already Started | George Robertson
Q: What does that sequence look like for how it impacts the economy?
Robertson indicates that job losses and declines in corporate profits should be expected soon, which haven't yet appeared in current data.
The Recession Has Already Started | George Robertson
Q: So George, we need to figure out what changed. We need to figure out what's going on and dig into the data.
Robertson highlights the impact of Trump's policies and the shift from a fiscal impulse to a negative impulse, indicating a recession is underway.
Inevitable Money Printing Will Drive A “Debt Doom Loop” | Arthur Hayes
Q: How do you think about these AI technological innovations? Is it something that can actually save us from this debt doom loop of fiat currencies?
I think that's a political choice in terms of what are we going to share as humans, and whether we're going to mandate that private profits must go to the populace because of increased productivity.
Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenburg
Q: How do you think emerging market governments are going to think about stable coins?
Stable coins are relatively new, and most transactions occur overseas. The real question is how various countries will react to stable coins amidst their currency crises, including potential bans of them.
Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenburg
Q: What has your experience been like when you go to these countries that drive this belief in crypto as a useful technology?
Many from developed countries fail to understand the challenges faced in emerging markets, such as the unbanked population and unreliable banking systems. This makes crypto appealing as it offers solutions where traditional banking falls short.

Audience Metrics

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

Listeners per Episode
Gender Skew
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Age Range
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Frequently Asked Questions About Forward Guidance

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

This podcast explores the rapidly evolving landscape of macro investing, providing listeners with insights into how changing monetary policies and economic conditions impact various asset classes. Featuring interviews with leading finance experts, it discusses vital topics such as inflation trends, Federal Reserve policies, digital assets, and geopolitical dynamics. The engaging discussions not only convey critical information but also challenge traditional beliefs, making it particularly valuable for investors keen to navigate the complexities of modern finance. Unique to this series is its emphasis on practical strategies that can be leveraged in uncertain times, catering to both seasoned investors and those new to the financial arena.

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How many listeners does Forward Guidance get?

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What are the audience demographics for Forward Guidance?

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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. Supply Shock

How many episodes of Forward Guidance are there?

Forward Guidance launched 4 years ago and published 543 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?

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Where can I see ratings and reviews for Forward Guidance?

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What guests have appeared on Forward Guidance?

Recent guests on Forward Guidance include:

1. Amy Oldenburg
2. Arthur Hayes
3. Helen Thompson
4. David Schamis
5. Bob Diamond
6. David Grider
7. Tom Lee
8. Bob Elliott

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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