『Forward Guidance』のカバーアート

Forward Guidance

Forward Guidance

著者： 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 個人ファイナンス 政治・政府 経済学
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  • Is The Fed Panic Already Fading? | Weekly Roundup

    Is The Fed Panic Already Fading? | Weekly Roundup
    2026/06/26
    The Fed scare that dominated markets may already be losing momentum. Now investors are asking what comes next as the AI trade, inflation picture, and market leadership evolve. This week, we break down why the Fed may be nearing the end of its hiking cycle, how AI investment is reshaping markets, and where capital is rotating next. We also discuss peak inflation, hyperscaler capex, market dispersion, active management, and why new leaders could replace the old winners. Enjoy! TIMESTAMPS: 00:00 Intro 01:16 FIFA World Cup 04:24 Peak Hawkishness Fading 09:53 Oil, Gasoline, And Disinflation 12:28 Why Inflation Stays Sticky 14:22 Monetary Policy vs AI CapEx 19:43 Warsh: Balance Sheet & Rates 25:22 Hyperscalers Hit The CapEx Wall 29:38 Passive Investing Cracking? 33:37 Market Leadership Rotating 42:07 The Productive Capital Cycle? 44:24 MicroStrategy Hits Reality 50:09 Bitcoin, AI, And Power 55:26 Do Things IRL FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Quinn – https://x.com/qthomp › Tyler – https://x.com/Tyler_Neville › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks RESOURCES › Weekly Roundup Charts – https://drive.google.com/file/d/1cLd9ck8EM77hJz9ZlnB_5VKd8ai1Sb2d/view?usp=sharing EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari 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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    1 時間
  • A New Era Is Beginning In Markets | Weekly Roundup

    A New Era Is Beginning In Markets | Weekly Roundup
    2026/06/19
    A new era at the Federal Reserve may be reshaping how markets think about rates, volatility, and the role of central banks. But is the market interpreting Kevin Warsh's first moves correctly? This week, we break down Warsh's first FOMC meeting, the end of traditional forward guidance, and why they believe peak hawkishness may already be behind us despite the Fed's messaging. We also discuss the AI capex boom, the future of Bitcoin and MicroStrategy, tightening liquidity, housing affordability, and whether markets are entering a fundamentally different regime. Enjoy! TIMESTAMPS: 00:00 Intro 01:13 Forward Guidance Is Dead 08:28 Rate Volatility Returns 13:08 Why Hikes Won’t Happen 18:33 Liquidity Gets Tight 26:15 The AI Buildout Meets The Fed 35:55 The Summer Market Setup 42:39 MicroStrategy's Market Test 46:18 Bitcoin’s AI Opportunity Cost 53:29 Crypto Needs To Adapt 01:00:46 Gold Sentiment Hits Extremes FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Quinn – https://x.com/qthomp › Tyler – https://x.com/Tyler_Neville › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks RESOURCES › Weekly Roundup Charts – https://drive.google.com/file/d/1yGHU0SgEjUNE1cDKP280F60FsRrcBqOh/view?usp=sharing EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari 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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    1 時間 4 分
  • The Warsh Fed Will Look Nothing Like Before | Joseph Wang

    The Warsh Fed Will Look Nothing Like Before | Joseph Wang
    2026/06/17
    A new Fed chair has arrived, and the implications could be far bigger than a single rate decision. Joseph Wang, former Fed trader and creator of Fed Guy, joins Forward Guidance immediately after Kevin Warsh’s first FOMC meeting to unpack what may be the beginning of a fundamental transformation of the Federal Reserve. We discuss Warsh’s hawkish debut, the end of the forward guidance era, sweeping Fed task forces, potential changes to the inflation framework, AI and productivity, and why all of this could point to a meaningful repricing of risk assets. Enjoy! TIMESTAMPS: 00:00 Intro 02:22 Warsh Kills Forward Guidance 05:57 Markets Price The Warsh Fed 11:19 The New Fed Task Forces 17:10 Impact On Rate Volatility 19:12 Warsh’s Balance Sheet Fight 23:13 Rethinking Fed Data 27:46 Weighing AI Productivity 31:52 Rethinking Inflation Target 36:17 Warsh’s Hawkish Market Signal FOLLOW JOSEPH › X/Twitter – https://x.com/josephwang › Website – https://fedguy.com/ › YouTube – https://www.youtube.com/@Fedguy12 FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari 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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    40 分
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