Felix Jauvin

Felix Jauvin, a macro commentator and host of Forward Guidance, dives into the shifting landscape of finance and investments. He shares insights on the debasement trade and how gold and Bitcoin are benefiting from the same macro trends. Jauvin discusses Trump's potential Fed takeover, the impact of tariffs, and the rising prominence of stablecoins in replacing traditional banking. He also critiques why value investing is faltering in today’s market while offering strategies for navigating expensive assets.

Felix Jauvin, a macro analyst and director at Blockworks, explores the intricate dynamics shaping the crypto market. He discusses his bearish outlook, suggesting that traditional crypto cycles may be a thing of the past. Felix analyzes macroeconomic factors like inflation narratives and the impact of political figures on market sentiment. He dives into liquidity challenges between the U.S. and China, emphasizing the need for adaptability in investing. Could we be near a market bottom, or is more pain ahead?

Felix Jauvin, host of Forward Guidance and a macroeconomics expert, joins the conversation to dive deep into the impact of upcoming elections on the crypto landscape. They analyze whether altcoins will remain viable if Harris wins, questioning how presidential outcomes influence crypto cycles. The dialogue shifts to Polymarket’s potential performance and revenue strategies post-election. With insights on market reactions to polls and economic dynamics, this discussion is a must-listen for anyone intrigued by politics and crypto's future.