Forward Guidance Podcast Por Blockworks arte de portada

Forward Guidance

Forward Guidance

De: Blockworks
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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/+nSVVTQITWSdiYTIx384141 Blockworks 2021 Economía Finanzas Personales Política y Gobierno
Episodios
  • Market Structure is Distorting Reality as Inflation Builds | Weekly Roundup

    Market Structure is Distorting Reality as Inflation Builds | Weekly Roundup
    Apr 3 2026
    Markets appear frozen, but under the surface, positioning shifts and macro pressures suggest something far more unstable is unfolding. We’re back with the trio dissecting market structure, geopolitical risks, and the growing disconnect between headlines and actual capital flows. We dig into extreme hedging, volatility-driven moves, inflation from energy shocks, rotation into real assets, and looming credit stress that could force unconventional policy responses. Enjoy! TIMESTAMPS: 00:00 Intro 06:36 Overhedged Market Setup 11:51 Why Volatility Misfires 15:11 Rotation Into Real Assets 18:12 Flows Over Fundamentals 22:00 Oil’s Inflation Corridor 29:48 Ads (Arkham, Blockworks IR) 31:25 Bear Flatteners, Bad Bonds 40:18 Wartime Capital Allocation 47:04 AI Compute Still Booming 55:01 Inflation Path, Not Politics 59:12 Final Thoughts FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Quinn – https://x.com/qthomp › Tyler – https://x.com/Tyler_Neville › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks RESOURCES › Weekly Roundup Charts – https://drive.google.com/file/d/1VIgcvSAxR2kJPUjPsa7gjWFQPszL8atC/view?usp=sharing SPONSORS › ARKHAM Arkham is a crypto exchange and blockchain analytics platform that allows traders and investors to look inside the wallets of the best traders, largest funds, and most influential players in crypto — and act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users. residing incertain jurisdictions will be excluded from onboarding. DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold. positions in thecompanies, funds, or projects discussed.
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    1 h y 1 m
  • Fed Governor Miran on Why Inflation Fears Are Overstated

    Fed Governor Miran on Why Inflation Fears Are Overstated
    Apr 1 2026
    Policy may be reacting to the wrong signals, as powerful structural forces quietly reshape inflation and the economy beneath the surface. In this episode live from the Digital Asset Summit, we sit down with Federal Reserve Governor Stephen Miran to unpack his recent dissent and why he believes inflation risks are overstated while the labor market deserves more support. We explore oil shocks vs policy lags, AI and deregulation as disinflationary forces, shifts in the neutral rate, and how stablecoins could reshape global dollar demand. Enjoy! TIMESTAMPS: 00:00 Intro 02:11 Why Miran Dissented 04:51 Looking Through Oil Shocks 06:36 AI And Deregulation Disinflate 10:04 The Case For Neutral 12:30 What Sets Neutral Rates 16:12 Ads (Arkham, Blockworks IR) 17:50 Where "Running It Hot" Narrative Fails 25:02 Skinny Master Accounts 27:02 Stablecoins And Dollar Demand 30:51 Tokenized Deposits Or Stablecoins FOLLOW GUEST › Federal Reserve – https://x.com/federalreserve FOLLOW THE SHOW › Felix – https://x.com/fejau_inc › Forward Guidance – https://x.com/ForwardGuidance › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks SPONSORS › ARKHAM Arkham is a crypto exchange and blockchain analytics platform that lets traders see inside. the wallets of top traders, funds, and influential players in crypto— and act on that information. Sign up: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions may be excluded from onboarding. DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
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    33 m
  • The Fed Is Trapped As Oil Drives Inflation Higher | Weekly Roundup

    The Fed Is Trapped As Oil Drives Inflation Higher | Weekly Roundup
    Mar 27 2026
    Global markets face a fragile moment where a geopolitical shock could collide with already restrictive monetary policy, creating a setup few investors are prepared for. Felix and Quinn sit down with Joseph Wang live at DAS New York to unpack today's chaotic macro landscape, focusing on how energy markets and central bank constraints are increasingly intertwined. We explore oil supply risks, the Fed’s policy trap, liquidity constraints, the ongoing banking regime shift, and how these forces could reshape risk assets and global growth. Enjoy! TIMESTAMPS: 00:00 Intro 03:28 Middle East Drives Macro 06:21 Risk Assets Face A Lid 09:15 Will The Fed Look Through? 12:02 Why Liquidity Stays Tight 15:14 Dollar Up Gold Down 19:16 The Great Rebalancing 22:28 Ads (Blockworks IR, Arkham) 27:18 Where Liquidity Could Come From 31:04 Can They Steer It Back? 35:20 What Signals Actually Matter FOLLOW THE SHOW › Joseph - https://x.com/josephwang › Quinn – https://x.com/qthomp › Felix – https://x.com/fejau_inc › Forward Guidance – https://x.com/ForwardGuidance › Blockworks – https://x.com/Blockworks › Telegram – https://t.me/+CAoZQpC-i6BjYTEx SPONSORS › ARKHAM Arkham is a crypto exchange and blockchain analytics platform that allows traders and investors to look inside the wallets of the best traders, largest funds, and most influential players in crypto — and act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
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    41 m
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With some of the smartest guests in Macro and all other areas of investment, Jack asks higher level questions that don't insult the intelligence of the listener or his guests. More frequently than not, Forward Guidance reveals gaps in my understanding and heaps more homework on my "must learn" list. If I could only have three podcasts, this would be one to include. Valuable.

A must have for serious investors

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