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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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Industry watchers weigh in on what’s coming for bitcoin, M&A and tokenization before the year wraps

As Trump’s tariff war reignites, everyone is assuming the dollar will continue its path lower. But the journey might be bumpy
President Trump’s comments about a new 50% tariff on copper rocked the metal this week
SEC’s anticipated generic listing standards might not come until October, person close to the filings predicts
RECENT PODCAST EPISODES
In this episode, Raoul Pal and Julien Bittel explain their "Everything Code" framework showing how global debt cycles, demographics, and liquidity drive all asset prices. They argue fiat debasement is running at..
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In this live panel from Permissionless IV, we unpack the rapid rise of token acquisition vehicles like MicroStrategy and Defi Dev Corp. We explore why institutions are using these vehicles to accumulate..
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This week, we dive into the latest jobs and unemployment data surprises, the hidden role of immigration in labor force changes, and why both political parties are terrible. We also dig into..
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LATEST Forward Guidance ARTICLES
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Trump delays tariff deadlines

The US President sent 14 letters to various heads of state yesterday issuing new tariff rates and start dates

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Move over, big, beautiful bill: Crypto Week is coming

With President Trump’s sweeping domestic policy package now law, the US House is turning to a stack of crypto bills

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For the US labor market, June data was mixed

The ADP’s print and the Department of Labor’s report show different pictures, and use different metrics

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The labor market is sending false signals

Immigration changes are papering over a fragile labor market

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June ADP report shows massive miss in private-sector jobs

The private sector lost 33,000 jobs in June; analysts had projected payrolls to add 100,000 positions

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Tariff deadline approaches as Powell says trade policies delayed rate cut

July 9 is approaching. Here are the deals on the table (that we know of)

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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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