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)
LIVE From Permissionless | Forward Guidance & 1000x Collab Stream
Forward Guidance
Stellar Jobs Report Sends Recession Odds Spiraling | Weekly Roundup
Forward Guidance
Where The Next Big Bond Trade Is Hiding | Harley Bassman
Forward Guidance
China's Liquidity Impulse, A Turning Point For Markets | Weekly Roundup
Forward Guidance
Slowing But Growing: Why The U.S. Isn’t Headed For Recession | Prometheus Resear...
Forward Guidance
What The Latest Fed Decision Means For Markets | Weekly Roundup
Forward Guidance
Fed Is Easing Into Major Regime Shift | Darius Dale
Forward Guidance
Richard Koo: China’s “Balance Sheet Recession” Has Already Started | (Jack’s Fin...
Forward Guidance
CDO Whisperer Brett Jefferson on Securitization Markets and TruPS CDO Relics
Forward Guidance
Structured Credit Maven Laila Kollmorgen on CLO’s Rally and Opportunity To Diffe...
Forward Guidance
Bitcoin's Path To $3 Million Dollars | Matthew Sigel
Forward Guidance
Gold Stocks Are Undervalued | Imaru Casanova (VanEck Fireside Chat #4)
Forward Guidance
There Will Be No Recession | Jonny Mathews
Forward Guidance
The Labor Market Is Cooling | Talmon Smith & Jack Farley (Driving Back from Camp...
Forward Guidance
India Is The Most Promising Emerging Market | Angus Shillington
Forward Guidance
Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwar...
Forward Guidance
Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed I...
Forward Guidance
How the Dollar Will Be Gradually Eroded by Emerging Market Currencies | Eric Fin...
Forward Guidance
The Strategies & Risks In Quant Trading | Mike Harris
Forward Guidance
Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel...
Forward Guidance
The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trad...
Forward Guidance
The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol...
Forward Guidance
Mike Green: Passive Stock Market Edifice Put To The Test As Recession A Near Cer...
Forward Guidance
Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market...
Forward Guidance
Why Credit Conditions Have Actually Eased Over Past Year | Oaktree’s Wayne Dahl...
Forward Guidance
Tommy Thornton: Tech Stocks Are In A Bubble
Forward Guidance
How U.S. Treasury Is Fighting The Fed | Nouriel Roubini & Stephen Miran on Treas...
Forward Guidance
Banks Are Cleaning House Of Their Bad Assets | Chris Whalen
Forward Guidance
China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, Ame...
Forward Guidance
Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Priv...
Forward Guidance
Airline Revenues Are Soaring. Their Profits Are Not | Planes And Trains Expert J...
Forward Guidance
Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harbur...
Forward Guidance
BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carls...
Forward Guidance
“Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The F...
Forward Guidance
Oil & Crypto Trader Jonah van Bourg: Altcoins Going to Zero, Bitcoin Bull Move I...
Forward Guidance
The Next Big Thing In Capital Markets | David Goone
Forward Guidance
Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are...
Forward Guidance
Citrini on 2024 Election Portfolio Construction And AI “Mania”
Forward Guidance
Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest R...
Forward Guidance
Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brot...
Forward Guidance
“Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June...
Forward Guidance
Secrets of the Federal Reserve’s Unconventional Monetary Policy | William Englis...
Forward Guidance
Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Soft...
Forward Guidance
The Modular Integration Spectrum | Keone & Zon
Forward Guidance
Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered
Forward Guidance
The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup
Forward Guidance
Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bu...
Forward Guidance
Jack Ryan on The Housing Cartel That's Stifling The American Economy
Forward Guidance
In This Economy? | Kyla Scanlon
Forward Guidance
James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge...
Forward Guidance