
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


Fed Easing Will Match Weakness In The Labor Market | Weekly Roundup

Gold Stocks Are Undervalued | Imaru Casanova (VanEck Fireside Chat #4)

There Will Be No Recession | Jonny Mathews

The Labor Market Is Cooling | Talmon Smith & Jack Farley

Why The Fed Shouldn’t Cut Rates | Eric Wallerstein

NVIDIA Passing The Baton From Growth To Value | Weekly Roundup

India Is The Most Promising Emerging Market | Angus Shillington

The Bull Market Will Continue Into 2025 As Liquidity Heads Higher | Michael Howell

Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz

China's Problems Are The World's Problems | Michael Drury

The Fed Put Is In & Global Easing Has Begun | Weekly Roundup

How the Dollar Will Be Usurped by Emerging Market Currencies | Eric Fine & Natalia Gurushina

Generating Alpha in Macro | Capital Flows

The Strategies & Risks In Quant Trading | Mike Harris
In this episode of Forward Guidance, Jack Farley interviews Michael Harris, President at Quest Partners, a quantitative-driven investment fund. Harris discusses his background in quantitative investing, including his experience as an allocator to quant funds and CTAs at Morgan Stanley, a futures options and currencies ...

Has The Dust Settled? | Weekly Roundup

Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison

The Mystery Behind The Stock Market Sell-Off | Alex Campbell

Recession vs Rebound Debate | Weekly Roundup

The Rug Pull on Global Liquidity | Brent Johnson
Follow this podcast in Podwise
Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.
