Rephonic
Artwork for Forward Guidance

Forward Guidance

Blockworks
Federal Reserve
LIBOR
Commercial Real Estate
Financial Crisis
Bank Of England
Inflation
Blackstone Mortgage Trust
Interest Rates
Whistleblowers
Market Manipulation
Treasury General Account
Liquidity Crisis
Muddy Waters Research
SEC
CFTC
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 weeklyEpisodes584Founded4 years ago
Number of ListenersCategories
NewsInvestingBusinessBusiness News

Listen to this Podcast

Artwork for Forward Guidance

Latest Episodes

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

YouTube

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

YouTube

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

YouTube

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Odd Lots
Odd LotsBloomberg
The Memo by Howard Marks
The Memo by Howard MarksOaktree Capital Management
Capital Allocators – Inside the Institutional Investment Industry
Capital Allocators – Inside the Institutional Investment IndustryTed Seides – Allocator and Asset Management Expert

Recent Guests

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
Alex Campbell
Founder of Rose AI, former head of commodities at Bridgewater
Rose AI
Episode: The End of Globalism, AI Acceleration & the Political Horseshoe | Alex Campbell
Keith Dicker
Founder and CIO of IceCap Asset Management
IceCap Asset Management
Episode: The Global Economy Runs on Perpetual Stimulus | Keith Dicker
Aahan Menon
Economist and returning guest from Prometheus Macro
Prometheus Macro
Episode: The Hidden Fractures Behind America’s “Resilient” Economy | Aahan Menon
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

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 States3 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 States4 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 States7 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 States8 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
#89
United States/Business/Investing
Apple Podcasts
#39
United Kingdom/Business/Investing
Apple Podcasts
#84
Canada/Business/Investing
Apple Podcasts
#141
United Kingdom/Business
Apple Podcasts
#214
Canada/Business
Apple Podcasts
#70
France/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

What ETF Flows Are Telling Us About Investor Appetite | James Seyffart
Q: What is the current state of the crypto ETF landscape?
There are numerous filings for new crypto ETFs, and while the atmosphere is cautious, institutional interest and optimism remain. However, the market has seen significant outflows recently.
How I Called 2026's Biggest Rally | Vincent Delaurd
Q: How do geopolitical dynamics stack on top of everything we just talked about?
Geopolitical change contributes to a multifaceted crisis impacting economic stability and power dynamics, requiring reevaluation of U.S. strategies.
How I Called 2026's Biggest Rally | Vincent Delaurd
Q: How do you think about the other growth levers that could lead to this second wave?
Fiscal impulse and additional stimulus are likely to contribute to growth in 2026, alongside the impact of tax refunds and broader economic conditions.
How To Position In A "Slowdown" Regime | Market Radar
Q: How do you both think about the recent risk on and risk off moves in the market?
The market is experiencing a lot of dispersion in performance, with some sectors like small caps gaining while others like Bitcoin are struggling.
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.

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?

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.

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?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Forward Guidance, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Forward Guidance?

Rephonic provides comprehensive predictive audience data for Forward Guidance, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

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.

How many episodes of Forward Guidance are there?

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.

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.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Forward Guidance?

Rephonic provides full transcripts for episodes of Forward Guidance. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Forward Guidance?

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

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days