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Forward Guidance

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

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 weeklyEpisodes592Founded4 years ago
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Artwork for Forward Guidance

Latest Episodes

A war few expected to last this long is exposing how fragile global systems really are, raising a deeper question about whether we're witnessing a temporary disruption or the end of a the U.S. unipolar era.

Geopolitical analyst Jacob Shapiro joins u... more

AI is much more than another tech cycle. It’s a structural break that’s rewriting how economies function, how markets price assets, and how humans create value.

We sit down with Jordi Visser of 22V Research live from the Digital Asset Summit in New ... more

YouTube

Markets appear frozen, but under the surface, positioning shifts and macro pressures suggest something far more unstable is unfolding.

We’re back with the trio dissecting market structure, geopolitical risks, and the growing disconnect between headl... more

YouTube

Policy may be reacting to the wrong signals, as powerful structural forces quietly reshape inflation and the economy beneath the surface.

In this episode live from the Digital Asset Summit, we sit down with Federal Reserve Governor Stephen Miran to ... more

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Recent Guests

Jacob Shapiro
Independent geopolitical analyst; host of the Jacob Shapiro Podcast and Geopolitical Cousins
Self-employed
Episode: The Iran War is Accelerating the End of Globalism | Jacob Shapiro
Governor Miran
Federal Reserve governor discussing macro policy and recent FOMC developments
Federal Reserve
Episode: Fed Governor Miran on Why Inflation Fears Are Overstated
Stephen Moran
Federal Reserve Governor
Federal Reserve
Episode: The Fed Is Trapped As Oil Drives Inflation Higher | Weekly Roundup
Eric Wallerstein
Chief Macro Strategist at Clocktower Group
Clocktower Group
Episode: The Global Economy Is Splitting Into Spheres | Eric Wallerstein
David LaJuan
Head of Research at Anchorage Digital
Anchorage Digital
Episode: Introducing: Inflection Point | The Crypto-TradFi Convergence
Michael Marcantonio
Head of DeFi at Galaxy Digital
Galaxy Digital
Episode: Introducing: Inflection Point | The Crypto-TradFi Convergence
Luigi Buttiglione
CEO and founder of LB Macro
LB Macro
Episode: The AI Productivity Boom Is Here | Luigi Buttiglione
James Seyffart
Bloomberg Senior Research Analyst, known for his expertise in crypto ETFs.
Bloomberg
Episode: What ETF Flows Are Telling Us About Investor Appetite | James Seyffart
Vincent Deluard
Director of Global Macro at StoneX
StoneX
Episode: How I Called 2026's Biggest Rally | Vincent Delaurd

Host

Felix Jauvin
Host of Forward Guidance

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 months 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 States5 months 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
    Denmark7 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 States8 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 States9 months ago

Listeners Say

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

Thoughtful macro analysis with strong guests; useful for investors tracking institutional trends.

Chart Rankings

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

Apple Podcasts
#82
United States/Business/Investing
Apple Podcasts
#43
Canada/Business/Investing
Apple Podcasts
#56
United Kingdom/Business/Investing
Apple Podcasts
#120
Canada/Business
Apple Podcasts
#168
United Kingdom/Business
Apple Podcasts
#94
Australia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

AI Will Drive The Biggest Boom In History | Raoul Pal
Q: How are you thinking about the geopolitical and macro backdrop shaping the AI race?
The dynamic is a two-country competition (US and China) with broad implications for energy, finance, and technology; collaboration or peaceful alignment seems likely to be the path, but absolute dominance by one region could trigger strategic shifts globally.
The Iran War is Accelerating the End of Globalism | Jacob Shapiro
Q: What are the big categories of supply chain risk to watch, and which are you most concerned about?
He outlines five big categories (oil, LNG, fertilizers, petrochemicals, and the broader petrochemical complex) and ranks LNG, fertilizers, and the broader plastics/chemical chains as the most vulnerable due to lean inventories and lack of strategic reserves, with oil being mitigated somewhat by strategic reserves but still affected by disruptions.
The Iran War is Accelerating the End of Globalism | Jacob Shapiro
Q: How do you isolate the meaningful signals for macro economics and markets among a flood of headlines?
He describes a two-pronged approach: a longer macro time horizon of three to five years, and a focus on where structural trends (de-globalization, multipolarity, energy security) are accelerating, while also weighing near-term indicators like shipping through the Strait of Hormuz. He emphasizes prioritizing persistent trends over transient noise.
The Global Economy Is Splitting Into Spheres | Eric Wallerstein
Q: What are your thoughts on the Fed's balance sheet and the possibility of Warsh steering policy toward a different regime?
The balance sheet should be managed with a focus on financial stability and credit transmission, with a gradual approach to deregulation and a move away from being the sole policy driver. Warsh could push for a looser policy on funds rates paired with bank deregulation to stimulate lending, creating a more efficient transmission mechanism and potentially a steeper yield curve as a sign of productive credit growth.
The Global Economy Is Splitting Into Spheres | Eric Wallerstein
Q: How do you frame the current and expected role of the US dollar in a world moving toward 'spherification' of economies and regional blocs?
The dollar will reflect macro fundamentals but not be policy-fixed; there is no deliberate weak-dollar strategy, and policy levers like tariffs and FX considerations will continue to influence relative competitiveness. The administration appears to be adjusting its posture rather than pursuing a fixed devaluation or elevation, with the dollar likely remaining strong but responsive to growth and inflation dynamics rather than a fixed hierarchy.

Audience Metrics

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Frequently Asked Questions About Forward Guidance

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

A macro-focused show where the host engages top minds in finance to explore which assets and market themes will thrive in the evolving monetary landscape. Episodes routinely tackle AI-driven productivity, institutional adoption of crypto, macro policy, energy and geopolitical shocks, and the shifting sands of traditional and digital assets. Notable strengths include a clear emphasis on actionable macro theses, a willingness to feature prominent institutional guests, and a calm, direct interviewing style that aims to illuminate complex topics for sophisticated investors. Potential listeners who want frameworks for navigating cross-asset cycles, or insights from practitioners shaping institutional strategies, are likely to find it valuable.

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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. The Macro Trading Floor

How many episodes of Forward Guidance are there?

Forward Guidance launched 4 years ago and published 592 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Forward Guidance?

Recent guests on Forward Guidance include:

1. Jacob Shapiro
2. Governor Miran
3. Stephen Moran
4. Eric Wallerstein
5. David LaJuan
6. Michael Marcantonio
7. Luigi Buttiglione
8. James Seyffart

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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