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Artwork for Forward Guidance

Forward Guidance

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

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 weeklyEpisodes536Founded4 years ago
Number of ListenersCategories
BusinessInvestingNewsBusiness News

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Artwork for Forward Guidance

Latest Episodes

In this episode, Co-Founder of BitMEX & CIO of Maelstrom Arthur Hayes shares his macro view on the erosion of Fed independence, inevitable money printing, and how these forces intersect with crypto markets. He covers Bitcoin’s performance versus gold... more

This week, we discuss the Fed rate cut and dovish pivot, exacerbating the K-shaped economy, why the dollar could be bottoming, and why gold helps Quinn sleep at night. We also dig into Bitcoin’s correlation to gold, the hollowing out of public market... more

YouTube

In this episode, Professor of Political Economy at Cambridge Helen Thompson joins the show to discuss how Trump’s trade war, China’s energy and rare earth dominance, the Western Hemisphere’s oil boom, and NATO’s fiscal squeeze are reshaping global po... more

YouTube

This week, Quinn and Tyler cover lighter-than-expected PPI data, the Fed’s shifting focus from inflation to labor, deep labor-market revisions showing a “two-speed” U.S. economy, surging AI/data-center CapEx alongside weakening Main Street, and the c... more

YouTube

Key Facts

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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

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
David Schamis
CIO and co-founder of Atlas Merchant Capital
Atlas Merchant Capital
Episode: Former Barclays CEO’s Big Bet on Hyperliquid’s Explosive Growth | Bob Diamond & David Schamis
Bob Diamond
Former CEO of Barclays and founder/CEO of Atlas Merchant Capital
Atlas Merchant Capital
Episode: Former Barclays CEO’s Big Bet on Hyperliquid’s Explosive Growth | Bob Diamond & David Schamis
Alfonso Peccatiello
Founder and CIO of Palinoro Capital, founder of the Macro Compass
Palinoro Capital
Episode: Trump’s Tariffs Could Stall Growth Before 2026 Surge | Alfonso Peccatiello
David Grider
Partner at Finality Capital Partners and recognized expert in the cryptocurrency investment landscape.
Finality Capital Partners
Episode: Crypto Credit Markets Will Rewrite Risk Management | David Grider
Tom Lee
Founder and head of Fundstrat Global Advisors, known for his analysis and research in the cryptocurrency market.
Fundstrat Global Advisors
Episode: Crypto Credit Markets Will Rewrite Risk Management | David Grider
Brent Donnelly
CEO of Spectrum Markets with extensive experience in market analysis.
Spectrum Markets
Episode: Breaking Down The FOMC Meeting with Joseph Wang, Brent Donnelly & Bob Elliot
Bob Elliott
CEO of Unlimited Funds, focusing on innovative investment strategies.
Unlimited Funds
Episode: Breaking Down The FOMC Meeting with Joseph Wang, Brent Donnelly & Bob Elliot
Danny Dayan
Expert at all things global macro, runs global macro hedge funds, and author of a sub-stack.
Danny Dayan Substack
Episode: The Fed Is Fueling A New Inflation Wave | Danny Dayan

Host

Felix Jauvin
Emcee and host focusing on macroeconomic trends and investment strategies, engaging with industry experts to provide insights on future market dynamics.

Reviews

4.6 out of 5 stars from 989 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
    Denmarka month ago
  • Usually good

    I usually like this podcast but grow weary of the rejoicing in the pain of others.

    Apple Podcasts
    2
    GR82BAU
    United States2 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 States2 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 States3 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 States3 months ago

Listeners Say

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

Listeners appreciate the high-quality discussions and insights from experts, finding the content substantial for understanding market dynamics.
Some reviews express disappointment with shifts in host dynamics, noting a drop in content depth since earlier episodes.
Feedback highlights the engaging interview style and emphasis on real economic implications, making complex ideas accessible for the audience.

Chart Rankings

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

Apple Podcasts
#88
United States/Business/Investing
Apple Podcasts
#69
United Kingdom/Business/Investing
Apple Podcasts
#82
Canada/Business/Investing
Apple Podcasts
#203
Canada/Business
Apple Podcasts
#229
United Kingdom/Business
Apple Podcasts
#144
Germany/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk
Q: Could recession avoidance lead to the creation of zombie companies?
Kizemchuk argues that innovation is still occurring, and fiscal spending helps the economy by providing stability while reducing the risks of failures.
Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk
Q: What does financial repression do?
Kizemchuk believes that financial repression currently serves to manage volatility by allowing for a spread between nominal growth and interest rates, fostering economic activity.
Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk
Q: How sustainable is this dynamic of just flowing the economy through high government expenditure?
Kizemchuk argues that operating under a fiat system means there's no hard limit to how much government debt the economy can handle, as long as it stimulates actual growth.
Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk
Q: Can you paint more color around some of the needed elements or catalysts to make fiscal dominance happen?
Kizemchuk mentions the fixed nature of existing debt obligations as a crucial factor, especially for individuals and corporations, and describes the government's ability to create stability in spending.
Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk
Q: So what's your philosophy on just high-level finance these days?
Kizemchuk describes his strong foundation in finance stemming from his family background, expressing his love for the subject and emphasizing the necessity for Canadians to understand the U.S. market.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
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Household Income
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Frequently Asked Questions About Forward Guidance

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

This content-rich series tackles the evolving dynamics of macro investing, focusing on the changes in monetary policy, asset classes, and the implications for investors. Features insightful dialogues with leading figures in finance who share their perspectives on trends such as cryptocurrency, regulatory frameworks, and traditional finance adaptations. Noteworthy discussions also cover socio-economic factors affecting market behavior, emphasizing the intersections between politics, economic policies, and global trends. Potential listeners can expect a blend of analytical insight and practical advice from experts in a landscape that is continually shifting.

Where can I find podcast stats for Forward Guidance?

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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. Supply Shock

How many episodes of Forward Guidance are there?

Forward Guidance launched 4 years ago and published 536 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?

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What guests have appeared on Forward Guidance?

Recent guests on Forward Guidance include:

1. Helen Thompson
2. David Schamis
3. Bob Diamond
4. Alfonso Peccatiello
5. David Grider
6. Tom Lee
7. Brent Donnelly
8. Bob Elliott

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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