Forward Guidance
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. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.Follow Felix: https://twitter.com/fejau_incFollow Forward Guidance: https://twitter.com/ForwardGuidance Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBWFollow Blockworks: https://twi...
Episodes (1282)
The Bond Market Is Trapping The Fed | Weekly Roundup
Forward Guidance
Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber
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Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekl...
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Treasury-Led Financial Repression Is Ushering In A Debasement Regime | Weekly Ro...
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The Growth Strategy Trapping The Fed | Darius Dale
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Washington Is Suppressing Volatility To Keep The AI Boom Alive | Weekly Roundup
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The Portfolio Built To Survive Every Crash | Jared Dillian
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The AI Unwind And Warsh's Long-End Gamble | Weekly Roundup
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AI Efficiency Is Repricing The Compute Market | Steve Hou
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The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup
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Think Like Everyone Else, Lose Like Everyone Else | Brent Donnelly
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The AI Trade Is Finally Cracking | Weekly Roundup
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How To Trade The New Warsh Fed | Bob Sheehan
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Is The Fed Panic Already Fading? | Weekly Roundup
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A New Era Is Beginning In Markets | Weekly Roundup
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The Warsh Fed Will Look Nothing Like Before | Joseph Wang
Forward Guidance
Blockworks Acquires Messari
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Policy Intervention Is Keeping The Bull Market Alive | Weekly Roundup
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Warsh Must Choose The Dollar Or The Bond Market | Luke Gromen
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Why This Economy Refuses To Break | David Cervantes
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How To Trade The AI Productivity Boom | Weekly Roundup
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Can The AI Driven Rally Continue? | Weekly Roundup
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The Consumer Cushion Is Almost Gone | Weekly Roundup
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The Fed Is Losing Its Easing Bias While AI Props Up The Economy | Neil Dutta
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Oil And AI Are Breaking The Middle Class | Weekly Roundup
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Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan
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Central Bank Control Is Breaking | Weekly Roundup
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The AI Bubble Is Widely Misunderstood | Steve Hou
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The Fed Is Irrelevant While CapEx Runs The Economy | Weekly Roundup
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Markets Are Misreading A Late Cycle Liquidity Crunch | Michael Howell
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Market Structure is Fueling an Inflation Trap | Weekly Roundup
Forward Guidance
How the World’s Biggest Macro Hedge Funds Are Using AI | Jan Szilagyi
Forward Guidance
Markets Are Trapped Between Geopolitical Chaos and AI Productivity Boom | Weekly...
Forward Guidance
The Iran War is Accelerating the End of Globalism | Jacob Shapiro
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Why AI Will Reprice The Entire Economy | Jordi Visser
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Market Structure is Distorting Reality as Inflation Builds | Weekly Roundup
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Fed Governor Miran on Why Inflation Fears Are Overstated
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The Fed Is Trapped As Oil Drives Inflation Higher | Weekly Roundup
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AI Will Drive The Biggest Boom In History | Raoul Pal
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Investor Relations in the Onchain Era
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Escalating Energy Shock Exposing Central Bank Limits | Weekly Roundup
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The Macro Chain Reaction of Oil Shocks | Bob Elliott
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Why the Oil Shock Could Trigger a Global Recession | Weekly Roundup
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The Global Economy Is Splitting Into Spheres | Eric Wallerstein
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Is The Iran Energy Shock About To Break Markets? | Weekly Roundup
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Introducing: Inflection Point | The Crypto-TradFi Convergence
Forward Guidance
The AI Productivity Boom Is Here | Luigi Buttiglione
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AI Reratings & Growth Reacceleration Add Fuel To The Real Asset Rotation | Weekl...
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What ETF Flows Are Telling Us About Investor Appetite | James Seyffart
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Capital Is Leaving Big Tech For Gold And Energy | Weekly Roundup
Forward Guidance