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    Business

    Forward Guidance

    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
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    Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
    Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

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    Copyright: © 384141 Blockworks 2021

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    Latest Episodes:
    Why Institutions Are Betting On Tokenization | LIVE Panel From DAS Mar 28, 2025
    Show notes

    In this episode, James Seyffart, Jeff Park, Robert Leshner, Ambre Soubrian, and John Mullin sit down at DAS to discuss tokenizing real world assets, how tokenization brings liquidity to assets similar to ETFs, and the opportunities around tokenized private credit, data, and more. We also delve into the next wave of institutional adoption, competing with the TradFi behemoths, and more. Enjoy!

    __

    Follow James: https://x.com/JSeyff

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    Follow Robert: https://x.com/rleshner

    Follow Ambre: https://x.com/ambresoub?lang=en

    Follow John: https://x.com/jp_mullin888

    Follow Felix: https://x.com/fejau_inc

    Follow Forward Guidance: https://twitter.com/ForwardGuidance

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    Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

    Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

    —

    Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125

    —

    Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv

    __


    Timestamps:

    00:00 Introduction

    02:33 Tokenizing Real World Assets

    07:45 ETFs and Tokenization

     14:16 Biggest Tokenization Opportunities

    17:11 Tokenizing Data

    20:55 Bringing the World On-Chain

    24:35 Regulatory Expectations

    26:47 The Next Wave of Institutional Adoption

    31:59 European Market

    33:16 Competing with TradFi

    36:20 Institutional Adoption and Future Outlook

    __

    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.


    The Death Of American Exceptionalism? | Le Shrub Mar 26, 2025
    Show notes

    In this episode, Le Shrub joins the show to discuss the end of American exceptionalism, overexposure to Mag7 and the US dollar, and European allocators moving away from the United States. We also delve into the era of geographic diversification, the detox period in the US to lower the 10-year and more. Enjoy!

    __

    Follow Le Shrub: https://x.com/agnostoxxx

    Follow Felix: https://x.com/fejau_inc

    Follow Forward Guidance: https://twitter.com/ForwardGuidance

    Follow Blockworks: https://twitter.com/Blockworks_

    Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

    Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

    —

    Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125

    —

    Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv

    __

    Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com.

    —

    Timestamps:

    (00:00) Introduction

    (00:02) The End of American Exceptionalism

    (03:28) Trump Policies and European Response

    (08:45) China's DeepSeek Moment

    (13:00) Ledger Ad

    (13:45) US vs. Europe

    (22:52) The Role of Hedge Funds and Pension Funds

    (32:53) Ledger Ad

    (33:37) The Role of Hedge Funds and Pension Funds (Con't)

    (35:51) US Market Flexibility vs. European Rigidity

    (37:07) Risks and Opportunities in Europe

    (44:51) Trading the US Detox Period

    (50:26) Bond Market vs Fiscal Policies

    (58:09) Final Thoughts & Main Takeaways

    __

    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.


    The Secret To Maintaining Dollar Dominance | Joseph Wang & Austin Campbell LIVE @ DAS Mar 25, 2025
    Show notes

    In this episode, Joseph Wang and Austin Campbell join the show to discuss their overview of macro after the latest FOMC meeting, the EM-ification of the United States, and how stablecoins play into the continuation of US dollar hegemony. We also delve into support for stablecoin legislation, the case against the Strategic Bitcoin Reserve & US sovereign wealth fund, and more. Enjoy!

    __

    Follow Joseph: https://x.com/FedGuy12

    Follow Austin: https://x.com/CampbellJAustin

    Follow Felix: https://x.com/fejau_inc

    Follow Forward Guidance: https://twitter.com/ForwardGuidance

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    Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

    Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

    —

    Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125

    —

    Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv

    __

    Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com.

    —

    Timestamps:

    (00:00) Introduction

    (00:11) Macro & Crypto Colliding

    (01:09) Overview of Macro and FOMC Meeting

    (04:25) US EM-ification

    (09:39) Ledger Ad

    (10:23) What is Good Fiscal & Monetary Policy?

    (13:55) Stablecoins and US Treasury Demand

    (19:01) Stablecoin Legislation

    (23:44) Reinventing Money Market Funds

    (24:29) Ledger Ad

    (32:58) Strategic Bitcoin Reserve & Sovereign Wealth Fund

    (36:54) Final Thoughts


    __

    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.

    How To Position For 2025 | Jonah Van Bourg & Avi Felman LIVE from DAS Mar 24, 2025
    Show notes

    In this episode, Jonah and Avi from 1000x join the show to discuss Bitcoin vs altcoin inflows, the Trump impact on markets, and the bull case for Bitcoin. We also delve into global liquidity, how to position for 2025, and more. Enjoy!

    __

    Follow Jonah: https://x.com/jvb_xyz

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    Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

    Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx


    —

    Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125


    —

    Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv


    —

    Timestamps:

    00:00 Introduction

    00:30 BTC vs Alt Inflows

    08:46 The Trump Impact On Markets

    16:14 Why Have Markets Sold Off?

    20:14 The Bull Case For Bitcoin

    23:09 Global Liquidity

    26:13 How To Position In 2025?


    __

    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.

    The Fed & Treasury Aren’t Backing Down | Weekly Roundup LIVE @ DAS Mar 21, 2025
    Show notes

    This week, we discuss takeaways from the FOMC meeting and SEP, the balance of Treasury and fiscal policy, and how a strategic Bitcoin reserve and stablecoins play into the United States’ goals. We also delve into the US sovereign wealth fund, our highest conviction trades, and more. Enjoy!

    —

    Follow Quinn: https://x.com/qthomp

    Follow Mike: https://x.com/MikeIppolito_

    Follow Felix: https://twitter.com/fejau_inc

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    Follow Blockworks: https://twitter.com/Blockworks_

    Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

    Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

    —

    Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125

    —

    Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv

    —

    Timestamps:

    (00:00) Introduction

    (01:08) FOMC Meeting Insights

    (05:46) Treasury and Fiscal Policy

    (10:26) Global Economic Dynamics

    (20:06) Digital Assets and Crypto Market

    (24:48) US Sovereign Wealth Fund

    (30:20) Digital Asset Big Picture

    (34:01) Highest Conviction Trades

    —

    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.

    The U.S. Debt Crisis: Why Growth Is the Only Solution | Mohamed El-Erian Pt. 2 LIVE @ DAS Mar 20, 2025
    Show notes

    In this episode, Mohamed El-Erian joins the show to discuss his Fed & QT expectations, his outlook for inflation, and the four ways the government can solve its debt problem. We also delve into stablecoins buying US debt, Bitcoin’s potential as a neutral reserve asset for global trade, the sputnik moment in Europe, and more. Enjoy!

    __

    Follow Mohamed El-Erian: https://x.com/elerianm

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    Follow Blockworks: https://twitter.com/Blockworks_

    Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

    Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

    —

    Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125

    —

    Join us at Permissionless IV June 24th - 26th. https://blockworks.co/event/permissionless-iv

    __

    Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com.

    —

    Timestamps:

    (00:00) Introduction

    (00:10) Expectations for the Fed

    (02:47) Inflation Expectations

    (09:38) Ledger Ad

    (10:25) Tariffs & Growth

    (13:20) Debt Dynamics and Fiscal Policies

    (22:31) Stablecoins and Digital Assets

    (25:12) Ledger Ad

    (28:31) Bitcoin as a Neutral Reserve Asset

    (33:00) Europe's Sputnik Moment

    (37:39) Final Thoughts


    __

    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.


    Stablecoins Are The Next Big Buyer Of US Debt | Matt Hougan LIVE @ DAS Mar 19, 2025
    Show notes

    In this episode, Matt Hougan joins the show to discuss his bullish 2025 outlook for Bitcoin, why the US government needs stablecoins, and what’s next for the broader crypto industry. We also delve into how bullish institutions are compared to retail, Bitcoin's correlation to gold, and more. Enjoy!

    —

    Follow Matt: https://x.com/Matt_Hougan

    Follow Felix: https://twitter.com/fejau_inc

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    Follow Blockworks: https://twitter.com/Blockworks_

    Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

    Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

    —

    Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125

    —

    Timestamps:

    (00:00) Introduction

    (00:50) Macro & Crypto

    (04:38) Global Fiscal Impulse

    (06:18) The US Needs Stablecoins

    (09:30) US Embrace of Bitcoin

    (12:54) What’s Next for the Industry

    (15:17) Institutions are Bullish!

    (16:40) Fragmentation of ETF vs On-chain Assets

    (20:28) Bitcoin’s Correlation to Gold

    (21:38) Final Thoughts

    __

    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.

    Be Careful Buying The Dip Here | Weekly Roundup Mar 14, 2025
    Show notes

    This week, we discuss the latest inflation data, the reversal of US exceptionalism, and Trump’s bold tariff bet potentially backfiring. We also delve into how we’re thinking about yields, whether 60/40 is compelling right now, why we’re in a crypto bear market, and more. Enjoy!

    —

    Follow Quinn: https://x.com/qthomp

    Follow Felix: https://twitter.com/fejau_inc

    Follow Forward Guidance: https://twitter.com/ForwardGuidance

    Follow Blockworks: https://twitter.com/Blockworks_

    Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

    Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

    —

    Weekly Roundup Charts: https://drive.google.com/file/d/1e0GanjFY1lh2TKOFL7QQwGi6KY9nWhwl/view?usp=sharing

    —

    Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125

    —

    Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE FG10 FOR 10% OFF general admission!

    https://blockworks.co/event/digital-asset-summit-2025-new-york

    —

    Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com.

    —

    Timestamps:

    (00:00) Introduction

    (00:42) Upcoming Digital Asset Summit

    (02:16) CPI Takeaways

    (05:51) Reversal of US Exceptionalism

    (08:45) Ledger Ad

    (09:34) Recession vs Growth Scare

    (14:11) Trump's Bold Tariff Game

    (20:09) The Long Foreign Markets-Short US Trade

    (24:36) Ledger Ad

    (25:21) The Long Foreign Markets-Short US Trade (Con't)

    (31:11) It's a Bear Market

    (32:36) Bitcoin and Crypto Market Analysis

    (34:26) Bond Market & Yields

    (39:11) 60/40 Portfolio

    (42:34) Hedging Strategies

    (45:08) Crypto Market Prospects

    —

    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.

    The Bottom Is In For Yields, NOT Equities | Vincent Deluard Mar 12, 2025
    Show notes

    In this episode, Vincent Deluard joins the show to discuss his on-the-money inflation calls and future outlook, the consequences of Trump’s tariff flip-flopping, and the buyers of US duration. We also delve into the impact of DOGE, the Trump Admin’s Treasury market goals, the surge in foreign yields, and more. Enjoy!

    __

    Follow Vincent Deluard: https://x.com/VincentDeluard

    Follow Felix: https://x.com/fejau_inc

    Follow Forward Guidance: https://twitter.com/ForwardGuidance

    Follow Blockworks: https://twitter.com/Blockworks_

    Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

    Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

    —

    Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125

    —

    Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE FG10 FOR 10% OFF general admission!

    https://blockworks.co/event/digital-asset-summit-2025-new-york

    —

    Timestamps:

    (00:00) Introduction

    (00:40) Inflation Predictions and Seasonal Adjustments

    (05:50) Stagflation Concerns and Economic Slowdown

    (07:33) State-Level Spending and Fiscal Policy

    (17:42) Tariffs & the Art of the Deal

    (19:25) Economic Noise vs Signal

    (23:36) Federal Reserve and Monetary Policy

    (25:36) DAS Promo

    (26:13) Bond Market and Liquidity

    (33:23) Target Date Funds

    (36:17) Trump Administration Goals

    (51:06) Surge in Foreign Yields

    (59:22) Market Predictions

    (01:03:36) Learn More About Vincent


    __

    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.

    Bearish Sentiment Is Overblown | Weekly Roundup Mar 08, 2025
    Show notes

    This week, we discuss the Trump trade shakeout, whether fear and volatility are presenting great buying opportunities, and the bond market after February’s NFP. We also delve into the outlook for the oil market, the subsectors Tony’s watching, destructive Bitcoin thinking and more. Enjoy!

    —

    Follow Tony: https://x.com/TgMacro

    Follow Quinn: https://x.com/qthomp

    Follow Felix: https://twitter.com/fejau_inc

    Follow Forward Guidance: https://twitter.com/ForwardGuidance

    Follow Blockworks: https://twitter.com/Blockworks_

    Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

    Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

    —

    Weekly Roundup Charts: https://drive.google.com/file/d/1j8QLpaGApqV5sOpojjcRKCilxnOcrF7M/view?usp=sharing

    —

    Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125

    —

    Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE FG10 FOR 10% OFF general admission!

    https://blockworks.co/event/digital-asset-summit-2025-new-york

    —

    Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com.

    —

    Timestamps:

    (00:00) Introduction

    (02:43) Bitcoin and Crypto Market

    (07:17) Equities and Recession Narratives

    (14:14) Ledger Ad

    (14:59) European Market Outlook

    (18:59) Thoughts on Buying the Dip

    (27:32) Ledger Ad

    (28:18) Bond Market and NFP

    (32:28) Oil Market Outlook

    (37:51) Equity Subsectors

    (40:10) Trading Strategies and Market Sentiment

    (43:52) Crypto Market Advice

    (48:45) Sectors that Will Lead Us Higher

    (51:37) Maintaining Emotional Composure in Trading

    (54:15) Learn More About Tony & Collab Plans



    —

    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.

    Previous 1 14 15 16 17 18 63 Next

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