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Forward Guidance

Forward Guidance

By: Blockworks
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 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 Follow Forward Guidance: https://twitter.com/ForwardGuidance Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx384141 Blockworks 2021 Economics Personal Finance Politics & Government
Episodes
  • Why the Oil Shock Could Trigger a Global Recession | Weekly Roundup

    Why the Oil Shock Could Trigger a Global Recession | Weekly Roundup
    Mar 13 2026
    In this episode, we explore the fog of war in markets, where geopolitics and volatility scramble investors’ assumptions. Quinn and Felix break down the macro landscape, analyzing war narratives, energy shocks, and shifting expectations for growth, jobs, and Fed policy. We debate oil spikes, dollar strength, bonds, gold, options positioning, and hidden risks from agriculture to private credit. Enjoy! TIMESTAMPS: (00:00) Intro (02:46) Iran War Update (08:08) Jobs Data, Bonds and Economic Deterioration (15:22) Asymmetric Iran Impact - US vs Europe/Asia (21:30) Market Structure - Everyone Owns Puts (26:35) Ads (Arkham) (27:23) How Will Iran War Impact Rates and the Economy? (36:21) SPR Drawdown and Trump’s Strategic Position (47:19) People Ignoring Agriculture Complex (51:45) Final Thoughts FOLLOW THE SHOW › Quinn – https://x.com/qthomp › Felix – https://x.com/fejau_inc › Forward Guidance – https://x.com/ForwardGuidance › Blockworks – https://x.com/Blockworks › Telegram – https://t.me/+CAoZQpC-i6BjYTEx EVENTS › Join us at Digital Asset Summit 2026 in NYC (March 24–26) › Use code FORWARD200 for $200 off https://blockworks.co/event/digital-asset-summit-nyc-2026 RESOURCES › Weekly Roundup Charts – https://drive.google.com/file/d/14CFRydeUqk52UXPBW30wt-rcK5tuL-oK/view?usp=sharing SPONSORS › ARKHAM Arkham is a crypto. exchange and blockchainanalytics platform that allows traders and investors to look. inside the wallets of the besttraders, largest funds, and most influential players in crypto — and act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. DISCLAIMER Nothing said on Forward Guidance is a recommendation to. buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
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    56 mins
  • The Global Economy Is Splitting Into Spheres | Eric Wallerstein

    The Global Economy Is Splitting Into Spheres | Eric Wallerstein
    Mar 11 2026
    Chief Macro Strategist at Clocktower Group, Eric Wallerstein, explores how shifting geopolitics, Trump-era monetary policy, and structural economic forces are reshaping global macro. We cover tariffs, the dollar, Iran-driven market shocks, Fed balance sheet strategy, and the future of bank regulation. Along the way, we also unpack AI productivity, repo market fragility, and why Latin America could be the next macro frontier. Enjoy! __ Follow Eric: https://x.com/ericwallerstein Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://x.com/ForwardGuidance Follow Blockworks: https://x.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. — Timestamps: (00:00) Intro (02:48) Eric's Wild Year At the Fed (07:26) Tariffs And The Role of the Dollar (14:15) Iran War Market Fallout (19:46) The Energy Shock vs Growth & Rates (24:55) Unpacking The "Donroe Doctrine" (31:29) Ads (Coinbase, Arkham) (33:12) Buying The Americas (35:56) Fixing The Fed Balance Sheet (40:29) Repairing Repo (43:23) The Coming Warsh Era (47:56) Productivity Growth vs The Fed (54:00) The Fed's Duration Plan & The Treasury-Fed Accord (58:06) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #stocks #stockmarket
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    59 mins
  • Is The Iran Energy Shock About To Break Markets? | Weekly Roundup

    Is The Iran Energy Shock About To Break Markets? | Weekly Roundup
    Mar 6 2026
    This week, we explore how the Iran escalation is stress-testing a fragile, late-cycle financial system already stretched by years of easy liquidity. We examine oil volatility, energy chokepoints, bonds failing as safe havens, and the growing risk that geopolitics could trigger a broader liquidity event. We also discuss AI CapEx, private credit stress, political tensions, and the shifting structure of global markets. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://x.com/ForwardGuidance Follow Blockworks: https://x.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Weekly Roundup Charts: https://drive.google.com/file/d/1lfBw2XOxnBjJSXeAmO8dmxrDicZuOQry/view?usp=sharing — Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. — Timestamps (00:00) Intro (06:49) Monitoring The Iran Situation (13:05) Market Risks Building (22:30) Market Headwinds, K-Shaped Economy, No Safe Havens (28:33) Ad Break (Coinbase, Arkham) (30:14) Fed Cuts And Late-Cycle Behavior (33:04) AI CapEx, LNG Risks, Hegemony Blow-Off Top (40:33) Bonds Are Dying (45:43) The Beginning of the End? (52:14) Midterms And Bipartisan Failures (57:52) Final Thoughts — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #stocks #stockmarket
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    1 hr and 6 mins
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