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Artwork for Forward Guidance

Forward Guidance

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

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 weeklyEpisodes556Founded4 years ago
Number of ListenersCategories
BusinessBusiness NewsInvestingNews

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Artwork for Forward Guidance

Latest Episodes

In this episode, Aahan Menon of Prometheus Macro digs into why the economy feels strong on the surface but uneasy beneath it, the AI investment boom propping up profits, and why the bond market can’t find its footing. We also explore why traditional ... more

This week, we discuss the Fed’s whiplash on December rate-cut expectations, why markets are being driven more by positioning and volatility than fundamentals, and how AI-led CapEx is masking weakness across the real economy. We also dig into the Beig... more

YouTube

In this episode, Jordi Visser joins the show to discuss how exponential technologies, shifting demographics, and rising wealth concentration are quietly reshaping the economic landscape in ways traditional macro models can’t capture. He hints at why ... more

YouTube

This week, we discuss NVIDIA’s latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Fed’s mixed signals really imply for markets, and why global FX moves are sending quiet warnings. We also dig into the ... more

YouTube

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Recent Guests

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
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

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 1k 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
    Denmark3 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 States4 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
  • 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 States5 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 States5 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.

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?

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.

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?

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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. The Macro Trading Floor

How many episodes of Forward Guidance are there?

Forward Guidance launched 4 years ago and published 556 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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What guests have appeared on Forward Guidance?

Recent guests on Forward Guidance include:

1. Jordi Visser
2. Victor Haghani
3. Lyn Alden
4. Hunter Hopcroft
5. Quinn Thompson
6. George Robertson
7. Amy Oldenburg
8. Arthur Hayes

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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