
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 | 606 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness NewsNewsBusiness | |||

While investors wait for a recession that never comes, AI spending and fiscal stimulus keep pouring fuel on the expansion.
David Cervantes of Pinebrook Capital joins to explain how AI spending is reshaping the economy, profits, and traditional marke... more
This week, we're back to discuss whether the economy is entering an AI driven productivity boom and what that means for markets. We deep dive into whether the Fed should actually be hiking rates, growing signs of consumer weakness, how we're thinking... more
This week, we're back to discuss the current AI driven market rally and wether or not it can continue. We then deep dive into the positive tailwinds for energy companies, the trillion dollar wave of IPO's in 2026, the bond market sell off, why active... more
Markets are partying like it’s 2021 again, but consumers are cracking, inflation is heating up, and policymakers may be losing control.
This week, we unpack the AI-driven melt-up in equities, the hidden stress building across Main Street, and why hy... more
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There are certainly some insightful things on the show, but there is a LOT of work to justify destructive policies and try to make Trump look like some strategic genius.
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.
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A high-velocity macro investing discussion featuring top monetary policy, liquidity, and AI-driven growth themes. Episodes routinely dissect Fed policy, yield curves, oil and energy dynamics, geopolitics, and the evolving role of AI in productivity and financial markets, often with a sharp, opinionated roundtable format. Notable is a mix of veteran macro commentators, AI/tech investors, and geopolitical analysts, plus occasional human-interest through-lines that add a relatable touch to dense market conversations. The show tends to favor pragmatic, data-driven perspectives on how policy, technology, and capital flows reshape asset prices and investment strategies, making it a strong fit for listeners who want actionable macro insights and d... more
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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
Forward Guidance launched 5 years ago and published 606 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. Steve Hou
2. Jan Szilagyi
3. Jacob Shapiro
4. Governor Miran
5. Stephen Moran
6. Eric Wallerstein
7. David LaJuan
8. Michael Marcantonio
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