Free Daily Podcast Summary
Forward Guidance: Daily Summaries Delivered
by Blockworks
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 1 weeks ago43 min
AI Efficiency Is Repricing The Compute Market | Steve Hou
AI’s next phase hinges on a paradox: falling costs could threaten today’s winners while unlocking far greater demand. Steve Hou, head of research at Silicon Data and former Bloomberg strategist, joins us to examine the changing economics of AI compute. We discuss token efficiency, model routing, GPU pricing, memory bottlenecks, and when enterprise adoption may finally deliver measurable returns. Enjoy! TIMESTAMPS: 00:00 Intro 01:01 Why AI Compute Needs Hedging 06:55 What The Token Index Really Shows 14:04 Token Maxing Meets Efficiency 18:35 Who Captures AI’s Value? 22:12 Old GPUs Reveal Surging Demand 27:10 GPU Markets Keep Tightening 32:03 The Memory Bottleneck 37:07 AI’s Next Phase FOLLOW STEVE › X/Twitter – https://x.com/stevehou › Silicon Data – https://www.silicondata.com/ 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 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.
- 1 weeks ago53 min
The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup
The market’s most crowded trade is beginning to crack, but where the fallout spreads next remains unclear. This week, we dig into the violent momentum unwind and mounting pressure across the AI trade. We explore the damage of leveraged ETFs, Korea’s retail reckoning, a potential value revival, renewed Iran oil risks, and why Quinn is bullish real estate in the right places. Enjoy! TIMESTAMPS: 00:00 Intro 02:01 The Momentum Trade Unravels 06:22 Leveraged ETFs Are Breaking Markets 12:07 Has The AI Boom Hit Its Limits? 16:05 Cheap Models Threatening The AI Trade 19:52 Hyperscalers Facing A Credit Squeeze 23:27 The Fed’s Forward Guidance Failure 29:38 Global Carry Trade Risk? 35:29 Can Value Finally Win? 40:44 Iran Reignites Oil Risk 48:00 Housing Policy Vs Property Rights 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/17yRksHxeO19PfW6MOCrzT_OpEwicKuog/view?usp=drive_link EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th 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.
- 3 weeks ago46 min
Think Like Everyone Else, Lose Like Everyone Else | Brent Donnelly
Markets reward independent thinking, but only if you can avoid the traps that come with it. This week, Brent Donnelly, President of Spectra Markets and author of Trade Outside the Box, joins us to discuss how psychology, risk management, and market narratives shape successful trading. We explore poker's lessons for traders, AI's role in markets, Kevin Warsh's Fed, the dollar and yen, and why predicting people may matter more than predicting macro. Enjoy! TIMESTAMPS: 00:00 Intro 02:00 Trading Outside The Box 06:38 Trading Psychology And Risk 12:46 AI As A Trading Tool 19:33 How LLMs Shape Markets 25:19 Kevin Warsh And The New Fed 33:37 The Yen Intervention Playbook 41:40 Is Government Debt Sustainable? 43:00 Has Bitcoin Lost Its Narrative? FOLLOW BRENT › X/Twitter – https://x.com/donnelly_brent › Spectra Markets – https://www.spectramarkets.com/am-fx/ › Trade Outside The Box – https://a.co/d/0i4r9Udd 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.
- 3 weeks ago46 min
The AI Trade Is Finally Cracking | Weekly Roundup
Markets can look strongest just before their underlying assumptions begin to crack. This week, we examine whether the AI-led growth narrative is beginning to unravel as positioning, macro data, and market structure all shift at once. We discuss the AI momentum unwind, yen intervention, NFP & labor market weakness, Fed policy, gold, Bitcoin, and what we think is the next major trade. Enjoy! TIMESTAMPS: 00:00 Intro 01:40 AI Momentum Starts To Crack 07:14 What Triggered The Selloff? 10:21 Is The AI Boom Peaking? 12:24 Why Gold Still Looks Attractive 14:19 Breaking Down The Jobs Report 18:06 Could Inflation Stay Sticky? 24:56 Is The Market Misreading The Fed? 27:54 How We're Trading This 32:47 Is Bitcoin Turning? 38:42 Why Gold Beats Tech 40:36 The Next Phase Of Crypto 44:17 July 4th And The World Cup FOLLOW THE SHOW › 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 RESOURCES › Weekly Roundup Charts – https://drive.google.com/file/d/14q53P0qQcFvyvvSBgVSZ-jM_TZU9HEyP/view?usp=drive_link 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.
- Jun 29, 202645 min
How To Trade The New Warsh Fed | Bob Sheehan
Markets may be entering a fundamentally different monetary regime under Kevin Warsh. This week, Bob Sheehan of Lighthouse Macro joins to explain why the Fed's evolving framework could reshape how investors interpret policy, economic data, and market pricing. We discuss the end of the Fed put, rising rate volatility, Treasury curve dynamics, fiscal pressures, and why data-driven macro matters more than ever. Enjoy! TIMESTAMPS: 00:00 Intro 02:04 Bob's Macro Background 09:21 Data-Driven Macro 13:13 The Fed Put Is Dead 16:46 Less Guidance, More Volatility 21:13 Why Data Matters Even More 25:35 The Two Trades In Rates 33:16 Balance Sheet Games 37:42 The Fiscal Doom Loop 43:32 Final Thoughts FOLLOW BOB › X/Twitter – https://x.com/LHMacro › Research – https://lighthousemacro.com/ 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.
- Jun 26, 202659 min
Is The Fed Panic Already Fading? | Weekly Roundup
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.
- Jun 19, 20261h 4m
A New Era Is Beginning In Markets | Weekly Roundup
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.
- Jun 17, 202639 min
The Warsh Fed Will Look Nothing Like Before | Joseph Wang
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.
Get Forward Guidance summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
Thoughtful Money with Adam Taggart
Expert advice on building wealth and managing money from top financial professionals.
Odd Lots
Two financial journalists explore unusual market trends, economic quirks, and interviews with leading finance and economics thinkers.
The Compound and Friends
A weekly discussion on business and investing with rotating guests offering expert analysis and opinions.
Bankless
A podcast about crypto finance covering DeFi, NFTs, and cryptocurrencies to help listeners transition to a bankless financial system.
Prof G Markets
Daily market news and analysis covering earnings, geopolitics, Big Tech, and AI with clear, no-jargon insights.
Bloomberg Intelligence
Analysis of Wall Street investments and company research from Bloomberg Intelligence experts.
Thinking Crypto News & Interviews
Covers crypto news, interviews, and analysis on Bitcoin, Ethereum, Web3, DeFi, NFTs, blockchain tech, regulations, and digital asset trends.
All-In with Chamath, Jason, Sacks & Friedberg
Four tech investors discuss technology, markets, politics, and poker with candid, in-depth analysis.
The AI XR Podcast.
Industry insiders interview top founders and executives on AI, spatial computing, VR/AR, and synthetic media.
Wall Street Week
Wall Street Week explores global capitalism stories, hosted by David Westin in New York.
The Real Eisman Playbook
A legendary investor analyzes markets, economic trends, and financial crises with candid, no-nonsense commentary.
Bloomberg Tech
Daily news and analysis on global tech companies, innovation, and the future of business.
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.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from Forward Guidance in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's Forward Guidance daily summary?
It's a free AI-powered email that summarizes new episodes of Forward Guidance as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the Forward Guidance podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official Forward Guidance product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Blockworks.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does Forward Guidance release new episodes?
Forward Guidance publishes 2x weekly. Our AI generates a summary within hours of each new episode.
What topics does Forward Guidance cover?
Forward Guidance covers topics including News, Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting Forward Guidance summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.