Felix Jauvin

Julien Bittel, Head of Macro Research at Global Macro Investor, and Felix Jauvin, host with a knack for macroeconomic discussions, delve into the 'Everything Code.' They reveal how debt, demographics, and liquidity shape today’s market. The duo highlights the staggering global debt levels and the urgency of investing in crypto and tech. They discuss asset debasement and why traditional investments may not retain value, while exploring the profound impact of AI and automation on future employment. Tune in for critical insights on navigating this complex financial landscape!

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.

Will Clemente and Felix Jauvin discuss macro and crypto trends heading into 2024, including inflation, interest rates, fiscal dominance, and the future of bull markets. They explore the intersection of macro and digital assets, positive catalysts for Bitcoin's future, and the shift in narrative between Bitcoin and Ethereum. Additionally, they touch on the use of Micro Strategy as a leveraged Bitcoin ETF and its potential future value.

Felix Jauvin, Head of Content at Blockworks and macro trader, brings Fed, FX, commodities and crypto chops. He breaks down oil shock risks around the Strait of Hormuz. He explains why the dollar rallies in crises and why gold retraced. He tackles Bitcoin's narrative issues and how trading shifts in low-volatility macro markets.

Felix Jauvin, aka 'Fejau', is a macro analyst and the host of the Forward Guidance Podcast, who dives deep into the intersection of fiscal policy and global markets. He explores how current tariff policies influence Bitcoin and gold, questioning what happens when anticipated investment strategies actually succeed. Jauvin highlights macro signals that savvy traders track, examines the potential of specific crypto companies to boost GDP, and discusses the implications of U.S. fiscal dynamics on emerging alternatives to dollar dominance.

Felix Jauvin, a macro analyst and host of On The Margin at Blockworks Macro, joins the discussion on economic signals and their implications for Bitcoin. He analyzes recent trends in unemployment and inflation, shedding light on the Fed's rate decisions and the expected economic slowdown. Felix emphasizes Bitcoin's unique position as an indicator in the evolving financial landscape. He also delves into the Treasury's strategies to maintain market stability and the significant intersections between macroeconomic factors and Bitcoin’s behavior.