Felix Jauvin

Felix Jauvin, a crypto market expert, shares insights on the current bearish sentiment surrounding cryptocurrency. He discusses the differing perspectives of institutional versus retail investors, noting a bullish outlook for Bitcoin despite retail disillusionment. Felix delves into the impacts of macroeconomic policies and the significance of timing for economic recovery. He humorously connects bear markets to personal life events, and emphasizes how these cycles can present opportunities for savvy investors. Don't miss Felix's take on navigating this volatile landscape!

Quinn Thompson and Felix Jauvin from the Forward Guidance podcast dive into the recent market crash since 2020, analyzing its impacts on the future of investing. They discuss the interplay between government policies and market sentiment, including Trump’s tariffs and their economic implications. The duo contrasts traditional and crypto investment strategies, emphasizing Bitcoin’s potential as a safe haven. Finally, they tackle the challenges still facing Coinbase amid stiff competition in the evolving crypto landscape.

Felix Jauvin, macro analyst at Reflexivity Research, joins Jack Farley to share his outlook on liquidity, the Fed, and inflation. Jauvin argues that the liquidity that the Federal Reserve is removing from the financial system via quantitative tightening (QT) is being sterilized by the draining of the Fed’s reverse repo facility (RRP) - in other words, the Federal Reserve is removing money with one hand and adding money back with another. Jauvin shares his outlook on assets such as bonds, stocks, commodities, the dollar, and crypto. Filmed on December 20, 2022.--Follow Felix Jauvin on Twitter https://twitter.com/fejau_incFollow Jack Farley on Twitter https://rb.gy/uesguvFollow Forward Guidance on Twitter https://rb.gy/cy0dkiFollow Blockworks on Twitter https://rb.gy/igyzsj--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:https://rb.gy/5weeywMarket commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos--Timestamps:(00:00) Introduction(00:29) Liquidity In 2023(15:30) Reverse Repo & Treasury General Account (TGA)(20:59) What's Going To Break?(30:05) A "Nightmare Scenario" For Powell And The Fed(34:16) Pivot And Yield Curve Control(37:07) Views On Inflation(43:57) Commodities Outlook(48:57) Equities(56:03) Crypto--Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Quinn Thompson and Felix Jauvin, hosts of the Forward Guidance podcast known for their macroeconomic insights, explore the turbulence in the markets post-Trump tariffs. They dive into the bull vs bear scenarios for 2025, discussing how geopolitical tensions affect market stability. The duo debates whether Bitcoin is a true safe haven and contrasts trading platforms like Coinbase and Robinhood. Listeners gain valuable perspectives on building resilient portfolios amid shifting economic indicators and evolving market sentiments.

Felix Jauvin, a macro expert, shares his insights on the chaotic influence of Trump's trade war on market dynamics. He discusses how tariffs are reshaping both crypto and traditional markets, emphasizing the risks and opportunities for traders. Felix also delves into the psychological aspects of trading amidst volatility and the potential for a bear market rally. Personal trading strategies are highlighted, alongside the role of geopolitical tensions in shaping market expectations, particularly for Bitcoin as a cross-border commodity.