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
45 snips
Mar 5, 2026 • 1h 4min
Introducing: Inflection Point | The Crypto-TradFi Convergence
Michael Mark Antonio, Head of DeFi at Galaxy Digital, bridges DeFi to institutions. Matt Hogan, CIO at Bitwise, builds crypto ETFs for institutional investors. David Lawan, head of research at Anchorage Digital, focuses on custody and trading infrastructure. They discuss TradFi moving onchain, ETF-driven market structure shifts, DeFi’s role in re-architecting finance, and evolving crypto credit, derivatives, and regulation.
36 snips
Mar 4, 2026 • 52min
The AI Productivity Boom Is Here | Luigi Buttiglione
Luigi Buttiglione, CEO of LB Macro and former central bank economist, offers a big-picture take on AI and the macroeconomy. He explores whether AI's productivity surge is durable, how it reshapes neutral rates and monetary trade-offs, the risks of heavy corporate and public leverage for an AI buildout, and why US tech-led gains may outpace Europe.
61 snips
Feb 26, 2026 • 55min
AI Reratings & Growth Reacceleration Add Fuel To The Real Asset Rotation | Weekly Roundup
They debate whether AI is a productivity boom or a disruptive force for jobs. They unpack NVIDIA's results and the concentration risks reshaping markets. They track capital rotating from software into energy, copper, gold and other real assets. They flag signs of economic reacceleration and discuss rising tech capex, volatility, and policy distortions.
43 snips
Feb 25, 2026 • 46min
What ETF Flows Are Telling Us About Investor Appetite | James Seyffart
James Seyffart, a Bloomberg ETF analyst known for crypto ETF and market-structure expertise. He breaks down the $9B crypto outflows and the spaghetti-cannon of new ETF launches. He explains basis-trade dynamics, risks from levered and covered-call products, index rebalancing quirks, and how sector rotation and tokenization are reshaping institutional access.
36 snips
Feb 21, 2026 • 44min
Capital Is Leaving Big Tech For Gold And Energy | Weekly Roundup
A lively recap of a macro conference focused on commodity cycles, gold and miners, and shifting capital into energy. They debate oil dynamics, sector rotation away from big tech, and why bonds and rates matter. Discussion also covers demographics, household deleveraging, and the value of in-person macro communities.
65 snips
Feb 13, 2026 • 60min
Dispersion Is Exploding While Main Street Reaccelerates | Weekly Roundup
They unpack signs of a quiet Main Street re-acceleration and debate if it is durable. They explore how AI capital spending is breaking historical correlations and reshaping winners and losers. They highlight exploding market dispersion beneath calm indices and where capital is rotating across real assets, rates, and global markets.
42 snips
Feb 11, 2026 • 53min
How I Called 2026's Biggest Rally | Vincent Delaurd
Vincent Deluard, Director of Global Macro Strategy at StoneX, is a macro strategist focused on fiscal, monetary, and geopolitical drivers. He lays out a three-bubble 2026 thesis. He explains why tax receipts signal stronger nominal growth. He discusses fiscal stimulus, Kevin Warsh’s likely Fed path, an AI-driven CapEx boom, and why global diversification and commodities matter.
77 snips
Feb 6, 2026 • 1h 6min
Markets Are Entering A New Era Of AI-Driven Disruption | Weekly Roundup
They unpack sudden de‑leveraging and violent factor rotations across markets. They debate how AI capex is reshaping buybacks, market structure, and concentrated winners. They cover crypto’s bloodbath and mounting credit risk. They flag bond market imbalances, Treasury positioning, and why gold is signaling differently than Bitcoin.
38 snips
Feb 4, 2026 • 48min
Will Trump's New Fed Chair Crash Markets? | Joseph Wang
Joseph Wang, founder of FedGuide.com and macro policy commentator, breaks down Kevin Warsh’s Fed nomination and the debate over QE versus balance-sheet restraint. He explains reserve regimes, central bank independence shifts, and likely market reactions. Short, sharp takes on rates, political pressure, and where markets may be mispricing risk.
80 snips
Jan 30, 2026 • 1h 2min
The Fed Is Background Noise While Markets Reprice Reality | Weekly Roundup
They unpack a sleepy Fed meeting and why policy talk feels detached from market reality. They dig into a parabolic precious metals squeeze and what is driving it. They explore AI-driven capex reshaping buybacks and tech valuations. They flag market-structure cracks, rising intraday volatility, and where traders find opportunity as correlations break down.
