Podcast

Forward Guidance

Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.

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Latest episodes

  1. Washington Is Suppressing Volatility To Keep The AI Boom Alive | Weekly Roundup7 Aug 2026
  2. The Portfolio Built To Survive Every Crash | Jared Dillian5 Aug 2026
  3. The AI Unwind And Warsh's Long-End Gamble | Weekly Roundup3 Aug 2026
  4. AI Efficiency Is Repricing The Compute Market | Steve Hou22 Jul 2026
  5. The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup17 Jul 2026
  6. Think Like Everyone Else, Lose Like Everyone Else | Brent Donnelly8 Jul 2026
  7. The AI Trade Is Finally Cracking | Weekly Roundup3 Jul 2026
  8. How To Trade The New Warsh Fed | Bob Sheehan29 Jun 2026
  9. Is The Fed Panic Already Fading? | Weekly Roundup26 Jun 2026
  10. A New Era Is Beginning In Markets | Weekly Roundup19 Jun 2026