Forward Guidance

About 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 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/+nSVVTQITWSdiYTIx

Publisher

Blockworks

Category

business · news

Language

en

Explicit

No

First episode

27 Oct 2021

Latest episode

6 Nov 2026

Latest episodes

309 of 636 episodes have a transcript.

1. 

   6 Nov 2026TRANSCRIPT

   Long Gold And Short Semis Into Year-End? | Weekly Roundup

   Is the AI trade officially dead and where can investors hide while we wait and see? This week, we’re joined by Tony Greer to unpack the semiconductor selloff and the trades taking shape into year end. We also discuss gold’s resilience, a potential bond bottom, the Fed’s next move, and why homebuilders deserve attention. Enjoy! TIMESTAMPS: 00:00 Tony Shows Up, Markets Fall Apart 04:29 Did The Midterms Break The Market? 07:48 The Trades Working Right Now 12:24 Fidelity, Blockworks MCP, DAS London 14:05 Is 2018 Happening Again? 17:38 The AI Bubble Starts Bursting 21:20 Can Gold And Bitcoin Survive? 24:53 Is A Liquidation Cascade Coming? 27:45 Fidelity, Blockworks MCP, DAS London 29:33 Can The Fed Really Hike? 32:12 The AI IPO Frenzy Unravels 37:34 The Best Trades Into Year-End 39:56 How To Trade A Moving Market FOLLOW › Tony – https://x.com/TgMacro › TG Macro Conference – https://tgmacro.com/conference/ › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Quinn – https://x.com/qthomp › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks SPONSORS › Fidelity Crypto was built in-house with over a dozen years of crypto experience. So you can trade crypto and stocks in one place at Fidelity, backed by industry-leading security. Fidelity Crypto. We're here to help you feel good about investing in crypto. Crypto is offered by Fidelity Digital Assets, NA, is not insured by FDIC or SIPC and includes risk of significant loss. Securities offered by Fidelity Brokerage Services,LLC. Member NYSE, SIPC. http://fidelity.com/crypto TOOLS › Blockworks MCP: Our data, your agents https://blockworks.com/insights/introducing-the-blockworks-mcp-our-data-your-agents › Blockworks Unified API https://blockworks.com/insights/introducing-the-blockworks-unified-api › Blockworks Agentic Detection: https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era EVENTS › Join us at Digital Asset Summit London Nov 10-11 https://blockworks.com/events 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.

2. 

   4 Nov 2026TRANSCRIPT

   Is The AI Selloff A Buying Opportunity? | Warren Pies

   Host Felix is interviewing Warren Pies of 3Fourteen Research about the AI selloff, market caution, and oil dynamics.

3. 

   31 Oct 2026TRANSCRIPT

   The Fed Is A Sideshow While The AI Trade Implodes | Weekly Roundup

   Felix and Quinn discuss the fracturing AI trade and stalled monetary policy's market impact heading into year-end.

Inside a recent episode

Long Gold And Short Semis Into Year-End? | Weekly Roundup

Published 6 Nov 2026 · Transcript excerpt

[…] Now we had that rally. And it's like, man, like none of that was real. You know, like all of that was all kind of head fakes in different directions. And I feel like now with semis backing off, oil holding its ground, gold holding above 4K, it's like, okay, those are the trades that I want to pursue. […]

Who has been a guest on Forward Guidance

Names identified in recent episode analyses. Showing up to five guests.

• Warren Pies
• Arthur Cheong
• Rajiv Patel-O'Connor
• Smac
• Johann Kerbrat

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

31,877,579

Score snapshot 15 Sept 2025

Apple Podcasts (US)

4.4 / 5

262 ratings

Spotify

4.7 / 5

643 ratings

Podcast Authority Score: 88 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

99

Social presence

0

YouTube

93

Engagement

99

Contact Forward Guidance

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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Questions about Forward Guidance