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)
How To Position For 2025 | Jonah Van Bourg & Avi Felman LIVE from DAS
Forward Guidance
The Fed & Treasury Aren’t Backing Down | Weekly Roundup LIVE @ DAS
Forward Guidance
The U.S. Debt Crisis: Why Growth Is the Only Solution | Mohamed El-Erian Pt. 2 L...
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Stablecoins Are The Next Big Buyer Of US Debt | Matt Hougan LIVE @ DAS
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Be Careful Buying The Dip Here | Weekly Roundup
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The Bottom Is In For Yields, NOT Equities | Vincent Deluard
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Bearish Sentiment Is Overblown | Weekly Roundup
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The US is Risking Stagflation | Mohamed El-Erian
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The Market Is OVERREACTING to Policy Uncertainty | Jeff deGraaf
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The Market Leads The Economy—And It’s Heading Down | Weekly Roundup
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The Fed's Balance Sheet Plans Are Kryptonite For Risk Assets | Andy Constan
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Unpacking The Fed & Treasury’s Master Plan | Weekly Roundup
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Volatility Hedge Fund Manager Unpacks Derivatives Misconceptions | Benn Eifert
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Is Trump Actually Good For Markets? | Weekly Roundup
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The Credit Cycle Is Just Getting Started | Andreas Steno Larsen
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Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup
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The U.S. Job Market Is On The Brink | Danielle DiMartino Booth
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Trading Crypto's Weekend Meltdown | 1000x
Forward Guidance
Positioning For Trump's Policy Flip Flops | Weekly Roundup
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What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell
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Trump Vs The Fed: The Battle Over Rates, Growth, & Inflation | Weekly Roundup
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Why FX Volatility Will Dominate Markets In 2025 | Brent Donnelly
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CPI, Yields, & The Growth Debate | Weekly Roundup
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What A Growth Scare Means For The Fed & Markets | Warren Pies
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Global Yields Nearing A Breaking Point | Weekly Roundup
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FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe...
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Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews
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How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP
Forward Guidance
Debating The Impact Of A Bitcoin Strategic Reserve | Travis Kling
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Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup
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This Is Peak Hawkishness From The Fed | Joseph Wang
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How Long Can The Goldilocks Market Last? | Weekly Roundup
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Rethinking Rate Cuts: Are We Fueling Inflation Or Controlling It? | Warren Mosle...
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The Post-Payrolls Debate: Growth, Inflation, And Rate Cuts | Weekly Roundup
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Is The U.S. Entering A Golden Age Of Capitalism? | Dan Tapiero
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Why The Fed Rate Cuts Were A Mistake | Michael Kao
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Mastering Risk Management In A Rotational Market | Weekly Roundup
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Exercising Caution Amid Market Euphoria | Weekly Roundup
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Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran
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The Stock Market Melt Up Is About To Accelerate | George Robertson
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Positioning For The New Post-Election Market Regime | Weekly Roundup
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Biggest Takeaways From The Fed Interest Rate Decision | Bob Elliot
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Unpacking The Election’s Impact On Markets | Cem Karsan
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Why The Macro Is Still Bullish Liquidity | Weekly Roundup
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Where Are We In The Bull Market? | Jurrien Timmer
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Is It Too Late To Buy Election Hedges? | Weekly Roundup
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Breaking Down The Current Business Cycle | Eric Basmajian
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Debating The Election’s Impact On Markets | Weekly Roundup
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The Bull Market Is Broadening | Tony Greer
Forward Guidance
What is Macro Telling Us? | Weekly Roundup
Forward Guidance