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Forward Guidance Podcast Transcripts

Blockworks · 621 episodes with transcripts

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.

Spoken has transcripts of 621 Forward Guidance episodes, with the speakers named. The newest listed here is from October 20, 2026.

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curl -s -H "x-api-key: YOUR_KEY" \
  https://spoken.md/podcasts/1592743188/episodes \
  | jq -r '.episodes[] | "\(.id) \(.title)"' \
  | while IFS=' ' read -r id title; do
      slug=$(echo "$title" | tr '[:upper:]' '[:lower:]' | tr -cs 'a-z0-9' '-' | sed 's/-*$//')
      [ -f "${id}-${slug}.md" ] && continue
      curl -sf -H "x-api-key: YOUR_KEY" \
        -o "${id}-${slug}.md" \
        https://spoken.md/transcripts/$id || rm -f "${id}-${slug}.md"
      sleep 0.34
    done

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Latest Forward Guidance transcripts

Where Is The Crypto Alpha Hiding This Cycle?

October 20, 2026

Jack Farley (0:00)

Nothing said on Forward Guidance is a recommendation to buy or sell any investments or products.

All right, everybody, I'm super excited today to be joined by some of my favorite allocators in the industry here to talk a bit about where the alpha is in this cautiously optimistic, but potentially early bull market that we have going on here. Yeah, why don't we go on a line here? Just feel free to introduce…

Arthur Cheong (0:33)

Yeah, I'm Arthur. I'm the founder and CEO of Defiance Capital. We are crypto liquid funds that's been investing in the space since 2020

Classic liquid venture style. We buy the crypto of the ad that we think have a lot of promising potential. And yeah, stay in for the ride.

Rajiv Patel-O'Connor (0:52)

Hi, I'm Rajiv. I'm a GP of Framework Ventures for an SF-based investment firm that mostly does early stage venture and some liquid token investing.

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