502 Episodes

  1. Trump’s Tariff War Gets Sidelined By The Courts | Weekly Roundup

    Published: 5/30/2025
  2. The US Economy Is About To Take Off And Bring Stocks With It | David Cervantes

    Published: 5/28/2025
  3. America’s Debt Spiral Is Accelerating | Weekly Roundup

    Published: 5/23/2025
  4. America Is Risking A Liz Truss Moment | Kevin Muir

    Published: 5/21/2025
  5. The Fiscal Spiral Has No Off Switch | Weekly Roundup

    Published: 5/17/2025
  6. The Next Big Trade Is Hiding In Plain Sight | Citrini

    Published: 5/16/2025
  7. China Trade Deal Doesn't Change Where We're Headed | Luke Gromen

    Published: 5/14/2025
  8. The Fed's Strategy Is To Be Late | Weekly Roundup

    Published: 5/9/2025
  9. Supply Chain Expert Breaks Down The Fallout From Trump’s Trade War | Craig Fuller

    Published: 5/8/2025
  10. The Die Is Cast For A 2025 Recession | Neil Dutta

    Published: 5/7/2025
  11. The Strong Data Is A Mirage | Weekly Roundup

    Published: 5/2/2025
  12. Tariffs Are Reversing U.S Dollar Capital Flows | Bob Elliott

    Published: 4/30/2025
  13. Inflation Expectations Are Already Unanchored | Weekly Roundup

    Published: 4/25/2025
  14. The System Is Too Levered To Take Real Pain | Arthur Hayes

    Published: 4/23/2025
  15. US Assets Are Dead Money Without A Policy Shift | Weekly Roundup

    Published: 4/18/2025
  16. Why Systematic Macro Outperforms Discretionary | Market Radar

    Published: 4/17/2025
  17. BOTTOM IS IN, Says Trader Who Predicted The Crash | Mel Mattison

    Published: 4/16/2025
  18. The Biggest Market Crash Since 2020, What Next?

    Published: 4/14/2025
  19. The Trump Put Is In The Bond Market | Weekly Roundup

    Published: 4/11/2025
  20. Trump Is “Kitchen Sinking” The US Economy | Darius Dale

    Published: 4/9/2025

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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: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance  Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx