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Forward Guidance
≈ weekly
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Blockworks/Jack Farley macro-focused interviews.

In the last 30 days, Forward Guidance produced 42 attributed ideas; most-discussed: META, NKE, PYPL.

14
Ideas · 7d
42
Ideas · 30d
455
Ideas · all time
69
Episodes
Names this show discusses most
30D
NKE · 1PYPL · 1DIS · 1CSU.TO · 1LULU · 1ORCL · 1GOOGL · 1META · 1
90D
META · 2NKE · 1PYPL · 1DIS · 1CSU.TO · 1LULU · 1ORCL · 1GOOGL · 1

Theses first heard here · 21

AI makes biopharma the biggest application winnerFIRST HEARD 20 AUG · LLY
AI disruption favors physical service businessesFIRST HEARD 6 APR
AI as the final human inventionFIRST HEARD 25 MAR
Savings-driven economy on a knife's edge pre-shockFIRST HEARD 18 MAR
Central banks must hike into oil shockFIRST HEARD 18 MAR
Latest attributed ideas · most recent first
16 OCT3D AGOThe Bond Market Is Pricing In Something Worse Than Inflation
AI infrastructure debt as a backstop play
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16 OCT3D AGOThe Bond Market Is Pricing In Something Worse Than Inflation
Anthropic's slowing ARR growth dents AI flywheel
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16 OCT3D AGOThe Bond Market Is Pricing In Something Worse Than Inflation
Fed talk takes October hike off the table
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16 OCT3D AGOThe Bond Market Is Pricing In Something Worse Than Inflation
Tightening from energy and mortgage rates, not just Fed
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16 OCT3D AGOThe Bond Market Is Pricing In Something Worse Than Inflation
Long-end yield peak likely in, but no crash catalyst
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16 OCT3D AGOThe Bond Market Is Pricing In Something Worse Than Inflation
Debasement trades as cleaner hedges
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16 OCT3D AGOThe Bond Market Is Pricing In Something Worse Than Inflation
Cyclical top in yields likely in
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16 OCT3D AGOThe Bond Market Is Pricing In Something Worse Than Inflation
Rate hikes' dampened economic bite
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16 OCT3D AGOThe Bond Market Is Pricing In Something Worse Than Inflation
Bond rally as a 2022-style inflection point signal
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13 OCT6D AGORobinhood & Lighter: Why Wall Street Is Moving Onchain
Perpetual futures as a superior derivative
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13 OCT6D AGORobinhood & Lighter: Why Wall Street Is Moving Onchain
Onchain markets as the 2026 dominant trend
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13 OCT6D AGORobinhood & Lighter: Why Wall Street Is Moving Onchain
U.S. regulatory path for perps is progressing
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13 OCT6D AGORobinhood & Lighter: Why Wall Street Is Moving Onchain
Real-world asset perps present novel challenges
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13 OCT6D AGORobinhood & Lighter: Why Wall Street Is Moving Onchain
24/7 trading unlocks global demand
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4 OCT2W AGOAmerica’s AI Boom Is Squeezing Main Street
US growth narrows to AI hyperscaler capex
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4 OCT2W AGOAmerica’s AI Boom Is Squeezing Main Street
Long-end yields driven by Fed path, not inflation
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4 OCT2W AGOAmerica’s AI Boom Is Squeezing Main Street
Europe trapped between inflation and deindustrialization
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4 OCT2W AGOAmerica’s AI Boom Is Squeezing Main Street
Debasement trade as the policy escape valve
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4 OCT2W AGOAmerica’s AI Boom Is Squeezing Main Street
Fed's dilemma: cutting rates spikes mortgage costs
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4 OCT2W AGOAmerica’s AI Boom Is Squeezing Main Street
Capacity constraints threaten AI-only economy
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4 OCT2W AGOAmerica’s AI Boom Is Squeezing Main Street
Structurally higher yields crush Main Street sectors
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4 OCT2W AGOAmerica’s AI Boom Is Squeezing Main Street
Fed forward guidance as reeling in a fish
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4 OCT2W AGOAmerica’s AI Boom Is Squeezing Main Street
Narrow US equity gains can continue
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4 OCT2W AGOAmerica’s AI Boom Is Squeezing Main Street
Rate hikes may be stimulative for the wealthy
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4 OCT2W AGOAmerica’s AI Boom Is Squeezing Main Street
US shifts supply chains from China to allies
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25 SEP3W AGOThe Bond Market Pain Isn't Over
Bond bear market needs structural shift to reverse
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25 SEP3W AGOThe Bond Market Pain Isn't Over
Bond market pricing unsustainable fiscal path
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25 SEP3W AGOThe Bond Market Pain Isn't Over
Market concentration masks broad weakness
SHOWS SPLIT12 SHOWS · NOT ALL ON THE SAME SIDENKEOpen in Zortix →
25 SEP3W AGOThe Bond Market Pain Isn't Over
Fade Fed hikes if something breaks
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25 SEP3W AGOThe Bond Market Pain Isn't Over
AI CapEx as the inflationary expansion driver
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION