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Chart positions today · United States

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Latest episodes

  • The Only Way Out Is Through | Weekly Roundup

    October 23, 2026 · 57 min

    Can anything stop oil's run when the SPR is already drained? This week, we dig into why the oil squeeze is becoming structural, not just a Strait of Hormuz story. We explore the oil curve trade, the Brent–WTI gap, tightening financial…

  • Where Is The Crypto Alpha Hiding This Cycle?

    October 20, 2026 · 33 min

    Is crypto finally rewarding the investors who do the work? This week, we sit down with three top allocators at DAS Singapore to unpack where the real alpha lives in an early, uneven bull market. We explore where crypto x AI actually…

  • The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup

    October 16, 2026 · 52 min

    Is the AI trade now the only thing standing between the economy and a slowdown? This week, we unpack why bonds are rallying through scalding inflation data and what that says about the current cycle and inflection point in markets. We…

  • Robinhood & Lighter: Why Wall Street Is Moving Onchain

    October 13, 2026 · 20 min

    Are onchain markets about to become the default way the world trades? This week, Felix sits down live at DAS Singapore with Robinhood's Johann Kerbrat and Lighter's Vlad Novakovski to unpack the convergence of TradFi and crypto. We…

  • America’s AI Boom Is Squeezing Main Street | Weekly Roundup

    October 4, 2026 · 54 min

    Can policymakers keep the AI boom alive without squeezing the rest of the economy? This week, Aidan Garrib, PGM Global’s head of global macro strategy and research, joins us to explore the widening divide between Wall Street and Main…

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  • The Bond Market Pain Isn't Over | Weekly Roundup

    September 25, 2026 · 1 hr 2 min

    The 10-year just closed at 5.22%, but the pain trade may be even higher. This week, 40-year rates trading veteran DCP joins us as we examine the bond selloff and what it would take to actually break something and flip the pain trade in…

  • The Fed Is Hiking Into A Growth Slowdown | Weekly Roundup

    September 18, 2026 · 1 hr 13 min

    What happens when the Fed hikes into fading stimulus, slowing growth, and persistent inflation? This week, we're joined by Vincent Deluard of StoneX Group to explore America’s emerging stagflation trap, AI’s economic support, and Europe’s…

  • The Market Is Mispricing A Correlation Shock | Dean Curnutt

    September 16, 2026 · 54 min

    Historically low volatility may be masking a meaningful shift in market risk and the AI trade. This week, Macro Risk Advisors CEO and Alpha Exchange Host Dean Curnutt explains why unusually low stock correlations make tail hedging…

  • The Bond Market Is Trapping The Fed | Weekly Roundup

    September 11, 2026 · 45 min

    Bond investors are testing whether policymakers can suppress yields without reigniting the inflation they claim to fear. This week, we unpack the political incentives, stubborn prices, and Fed’s looming credibility test currently testing…

  • Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber

    September 2, 2026 · 45 min

    The 60/40 portfolio was built for an old regime, but what replaces bonds when fiscal dominance and currency debasement become structural? This week, Bitwise CIO Matt Hougan and Proficio CIO Bob Haber join the show to explore how hard…

  • Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekly Roundup

    August 27, 2026 · 53 min

    The macro establishment is turning on itself as Stan Druckenmiller challenges Scott Bessent’s efforts to suppress long-term Treasury yields. This week, we unpack the Druck-Bessent clash and what it reveals about fiscal policy, Fed…

  • Treasury-Led Financial Repression Is Ushering In A Debasement Regime | Weekly Roundup

    August 20, 2026 · 54 min

    Treasury is quietly taking control of financial conditions and the market implications could trigger a new wave in the debasement trade. This week, Felix and Quinn unpack Treasury’s accelerating intervention in long-term yields and why it…

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About the show

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