Forward Guidance · Investment

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_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

Episodes

Convertible Bond Expert Breaks Down Why MicroStrategy Is Soaring | Richard Byworth

10 Dec 2024

54m

The Post-Payrolls Debate: Growth, Inflation, And Rate Cuts | Weekly Roundup

07 Dec 2024

1h 10m

Is The U.S. Entering A Golden Age Of Capitalism? | Dan Tapiero

04 Dec 2024

44m

The Everything Code: Debt, Demographics, And The Infinite Human Future | Raoul Pal

03 Dec 2024

58m

MicroStrategy’s transformation into a Bitcoin treasury company represents a radical shift in corporate finance, where the firm leverages its volatile stock to aggressively accumulate Bitcoin. By issuing convertible notes at low interest rates and utilizing equity dilution, the company effectively creates a Bitcoin-back...