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Perimeter Listening / Markets

Forward Guidance

Felix Jauvin · Quinn Thompson

Forward Guidance approaches macroeconomics from the perspective of investors trying to understand changing market conditions. Felix Jauvin’s interviews examine issues such as bond yields, volatility, liquidity and portfolio construction. Roundups bring a more conversational assessment of the news, with Quinn Thompson among the recurring participants. Its most useful episodes make the causal argument explicit: which policy change matters, how it travels through markets and what would invalidate the thesis.

Meet the hosts

Listen for

LiquidityInterest ratesPortfolio constructionVolatilityFiscal policy

The show

Macro interviews and market roundups · Blockworks

The Desk’s listening note

Pair an interview with a roundup to distinguish the guest’s underlying framework from the panel’s reaction to new data.

Who it’s for

Listeners familiar with market terminology who want to connect economic releases and policy decisions with positioning, asset allocation and investment risk discussions.

A useful place to start

Start with a specialist interview on bonds or volatility, then try the following weekly roundup to hear that framework applied to current market debates.

From connected public feeds

Latest collected episodes

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The people behind the microphone

Meet the hosts.

All host profiles

Felix Jauvin is the principal interviewer. Quinn Thompson contributes to weekly roundups; participants vary by episode. Earlier archive episodes have different host lineups.

FJ

Host, Forward Guidance at Blockworks

Felix Jauvin

Felix Jauvin hosts Forward Guidance at Blockworks, interviewing investors and financial specialists about macroeconomic conditions and their implications for asset prices. His work focuses on the relationship between monetary policy, financial markets and crypto. Alongside guest interviews, he participates in market roundups that discuss new economic data, liquidity conditions and competing investment interpretations.

Host profile Official profile
QT

Macro investor and Forward Guidance roundup contributor

Quinn Thompson

Quinn Thompson is a macro investor and a recurring participant in Forward Guidance’s market roundups. He discusses the relationship between policy decisions, bond markets, economic growth and investor positioning with Felix Jauvin and guests. His appearances offer an investor’s interpretation of changing financial conditions, complementing the show’s longer interviews with specialists in individual markets.

Host profile Official profile

Sources & further reading

Profile checked September 18, 2026. Editorial notes are Perimeter’s interpretation.