
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
| Publishes | Twice weekly | Episodes | 584 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | NewsInvestingBusinessBusiness News | |||

In this episode, we explore how a sudden oil shock and geopolitical conflict can quickly rewrite the global macro outlook, forcing markets and policymakers into a difficult balancing act between inflation and growth.
We sit down with Bob Elliott of ... more
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, j... more
Chief Macro Strategist at Clocktower Group, Eric Wallerstein, explores how shifting geopolitics, Trump-era monetary policy, and structural economic forces are reshaping global macro. We cover tariffs, the dollar, Iran-driven market shocks, Fed balanc... more
This week, we explore how the Iran escalation is stress-testing a fragile, late-cycle financial system already stretched by years of easy liquidity. We examine oil volatility, energy chokepoints, bonds failing as safe havens, and the growing risk tha... more
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Great if you want the MAGA perspective on markets where election fraud was real and everything is Biden’s fault
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
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.
I usually like this podcast but grow weary of the rejoicing in the pain of others.
Fantastic intersection of informative, actionable content and entertainment. Best host of a financial podcast I’ve listened to. Love it.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Apple Podcasts | #70 |
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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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These podcasts share a similar audience with Forward Guidance:
1. Monetary Matters with Jack Farley
2. Odd Lots
3. The Memo by Howard Marks
4. We Study Billionaires - The Investor’s Podcast Network
5. Capital Allocators – Inside the Institutional Investment Industry
Forward Guidance launched 4 years ago and published 584 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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Recent guests on Forward Guidance include:
1. David LaJuan
2. Michael Marcantonio
3. Luigi Buttiglione
4. James Seyffart
5. Alex Campbell
6. Keith Dicker
7. Aahan Menon
8. Jordi Visser
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