Forward Guidance
Blockworks
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_incFollow Forward Guidance: https://twitter.com/ForwardGuidance Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBWFollow Blockworks: https://twitter.com/Blockworks_Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidanceForward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx
Episodes
Mentioned books
115 snips
Apr 16, 2025 • 1h 1min
BOTTOM IS IN, Says Trader Who Predicted The Crash | Mel Mattison
Mel Mattison, an insightful author and fintech executive, shares his expertise on macroeconomics and market predictions. He argues we're nearing another inflationary bubble and discusses the growing risks of entitlement obligations. Mel predicts gold prices could skyrocket to $50,000/oz and explores the implications of yield curve distortions on markets. He also highlights the challenges of sovereign debt and strategies for navigating the complexities of current financial landscapes, including the potential impact on the FX market.
30 snips
Apr 14, 2025 • 1h 11min
The Biggest Market Crash Since 2020, What Next?
Market experts dive into the recent sell-off and its implications for investment strategies. They analyze the shift from bullish to bearish sentiment and the effects of the Federal Reserve's actions. Geopolitical tensions, especially involving Taiwan, are explored alongside their impact on global trade and the bond market. The discussion also covers cryptocurrency strategies, focusing on Bitcoin's role as a potential safe haven and portfolio management tactics in a volatile environment. Expect insights on navigating the economic landscape ahead!
37 snips
Apr 11, 2025 • 1h 1min
The Trump Put Is In The Bond Market | Weekly Roundup
This week features a thrilling dive into market turbulence, highlighting the panic and margin calls affecting traders. The discussion also sheds light on China's tariff strategies and how these geopolitical tensions impact the global economy. Expectations from the Fed and insights into the current bond market, amidst rising yields and inflation, are explored. Plus, there's a tantalizing mention of Bitcoin potentially soaring to new heights by 2025, all while navigating the complexities of fiscal policies.
44 snips
Apr 9, 2025 • 57min
Trump Is “Kitchen Sinking” The US Economy | Darius Dale
Darius Dale, Founder of 42Macro and expert in investment research, joins to dissect the U.S. economy's shift under Trump. He discusses the looming threat of a recession and the implications of government debt refinancing. The conversation also highlights the need for the Fed to consider Quantitative Easing amid rising economic challenges. Darius emphasizes effective portfolio strategies and risk management, advocating for a systematic approach to investing that empowers retail investors in navigating today’s complex financial landscape.
111 snips
Apr 4, 2025 • 48min
This Is What Capitulation Feels Like | Weekly Roundup
Tony Greer, a macro investor acclaimed for his market insights, and Jared Dillian, a financial commentator and author, dive into the impact of Trump’s tariffs on market dynamics. They discuss navigating risk as traders during this turbulent time, focusing on commodities, Bitcoin's surprising resilience, and strategies for weathering volatility. Insights into tax policy implications and the significance of managing market expectations round out their engaging conversation, blending analysis with actionable trading advice.
109 snips
Apr 2, 2025 • 1h 9min
Liquidity Is Breaking And The Economy Is Next | Michael Howell
Michael Howell, an expert in finance and the founder of Cross-Border Capital, shares his insights on liquidity in global markets. He warns of hidden stimulus tapering off by the Fed and Treasury, impacting the economy's ability to refinance debts. Howell discusses the disconnect between 10-year yields and mortgage rates while urging that central banks must shift focus towards balance sheet management. Additionally, he explores China's debt deflation strategies and how global liquidity patterns correlate with Bitcoin's price. A must-listen for finance enthusiasts!
71 snips
Mar 28, 2025 • 39min
Why Institutions Are Betting On Tokenization | LIVE Panel From DAS
In this engaging panel, James Seyffart from Bloomberg, Jeff Park of Bitwise, Ambre Soubrian from Kyco, and John Mullin of Mantra dive into the world of tokenization. They discuss its potential to revolutionize finance by bringing liquidity to traditionally illiquid assets, similar to ETFs. The panel explores the exciting opportunities in tokenized private credit and data. They also address the next wave of institutional adoption and the challenges of competing with traditional finance giants, offering a hopeful outlook on regulatory developments.
92 snips
Mar 26, 2025 • 60min
The Death Of American Exceptionalism? | Le Shrub
Le Shrub, author of The Shrub Stack and notable trader, dives into the end of American exceptionalism and its impact on global investing. He discusses the shift of European allocators away from U.S. assets and the need for geographic diversification. The conversation covers U.S. fiscal policies and their effects on market strategies, as well as the evolving dynamics between American and European equities. Additionally, Shrub raises concerns about hedge funds' strategies and the importance of navigating investment risks in today's geopolitical climate.
56 snips
Mar 25, 2025 • 39min
The Secret To Maintaining Dollar Dominance | Joseph Wang & Austin Campbell LIVE @ DAS
Joseph Wang, who leads a registered investment advisory specializing in macro financial strategies, and Austin Campbell, an NYU professor focusing on stablecoins, discuss the impact of the latest FOMC meeting on the U.S. economy. They explore the idea of the U.S. becoming more like emerging markets with fiscal challenges and deficits. The conversation highlights the role of stablecoins in supporting U.S. dollar dominance and the innovative legislation surrounding them, while also examining the future of U.S. Treasury bonds and their implications for growth.
11 snips
Mar 24, 2025 • 33min
How To Position For 2025 | Jonah Van Bourg & Avi Felman LIVE from DAS
Jonah Van Bourg and Avi Felman, co-founders of 1000x, dive into the intriguing dynamics of Bitcoin versus altcoin inflows. They explore how political events, like Trump’s impact, sway market conditions. The duo presents a bullish case for Bitcoin while discussing global liquidity trends. They emphasize strategic positioning for 2025 and highlight how cryptocurrency is maturing with increasing institutional interest. Tune in for their insights on navigating the ever-changing market landscape.
