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Forward Guidance

Investigates the macro landscape as the laws of investing are being rewritten, helping investors adapt to a rapidly changing environment.

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Craig Fuller, CEO and founder of FreightWaves, breaks down how tariffs are and will impact shipping and inventories

The deal is likely to fuel further M&A around derivatives trading and infrastructure, Architect Partners’ Michael Klena says
While Arizona’s governor could veto another crypto reserve bill, similar North Carolina and Texas laws are approaching the finish line
However, they noted there’s now an increased risk that unemployment and inflation will rise in the coming months. 
RECENT PODCAST EPISODES
This week, we discuss our FOMC takeaways, Bessent making progress on a China trade deal, and how we’re thinking about the yield curve. We also delve into Fed QE misinformation, the bullish..
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In this episode, Craig Fuller joins the show to discuss how tariffs and Trump’s trade war are impacting shipping and supply chains. We dig into the differences between today and the COVID..
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In this episode, Neil Dutta from Renaissance Macro joins the show to discuss why he didn’t call for a recession in previous years but IS calling for one in 2025, why the..
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LATEST Forward Guidance ARTICLES
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Optimism fuels more crypto ETF filings despite LTC fund delay

Bloomberg Intelligence analysts pegged the odds of the SEC approving US litecoin and solana ETFs in 2025 at 90%

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Rep. Waters blocks joint House crypto hearing, cites Trump conflict of interest

Digital Assets Subcommittee Chair Bryan Steil called for a “roundtable” discussion in lieu of a formal hearing

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Crypto industry sounds off on legislative speed bumps

As some Democratic senators oppose the latest draft of the GENIUS Act, Arizona’s governor calls bitcoin “untested”

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Spot crypto trading to become ‘commoditized’ as Wall St. interest persists

As Schwab plots crypto trading upon “more clarity in the regulatory environment,” Morgan Stanley is reportedly interested too

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Robinhood eyes crypto diversification as trading strength persists

CEO Vlad Tenev calls expected clarity on listing crypto asset securities “a big opportunity”

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Meta, Microsoft earnings beat send stocks higher

Big Tech pulled US indexes back into the green Thursday, as investors waited for two more Mag 7 first-quarter reports after the bell

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BEHIND THE BRAND
Felix Jauvin profile image
Felix Jauvin

Podcast host

Casey Wagner profile image
Casey Wagner

Senior reporter

Ben Strack profile image
Ben Strack

Senior reporter

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