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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

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Bitcoin's Path To $3 Million Dollars | Matthew Sigel

10 Sep 2024
1h 21m
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Fed Easing Will Match Weakness In The Labor Market | Weekly Roundup

07 Sep 2024
56m
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Gold Stocks Are Undervalued | Imaru Casanova (VanEck Fireside Chat #4)

06 Sep 2024
1h 7m
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There Will Be No Recession | Jonny Mathews

05 Sep 2024
1h 23m
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The Labor Market Is Cooling | Talmon Smith & Jack Farley

05 Sep 2024
2h 4m
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Why The Fed Shouldn’t Cut Rates | Eric Wallerstein

04 Sep 2024
57m
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NVIDIA Passing The Baton From Growth To Value | Weekly Roundup

31 Aug 2024
1h 7m
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India Is The Most Promising Emerging Market | Angus Shillington

29 Aug 2024
1h 16m
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The Bull Market Will Continue Into 2025 As Liquidity Heads Higher | Michael Howell

28 Aug 2024
1h 1m
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Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz

27 Aug 2024
30m
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China's Problems Are The World's Problems | Michael Drury

26 Aug 2024
1h 17m
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The Fed Put Is In & Global Easing Has Begun | Weekly Roundup

24 Aug 2024
1h 3m
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How the Dollar Will Be Usurped by Emerging Market Currencies | Eric Fine & Natalia Gurushina

22 Aug 2024
1h 45m
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Generating Alpha in Macro | Capital Flows

21 Aug 2024
54m
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The Strategies & Risks In Quant Trading | Mike Harris

19 Aug 2024
1h 10m
AI processed

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 ...

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Has The Dust Settled? | Weekly Roundup

17 Aug 2024
56m
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Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison

12 Aug 2024
2h 35m
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The Mystery Behind The Stock Market Sell-Off | Alex Campbell

12 Aug 2024
50m
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Recession vs Rebound Debate | Weekly Roundup

10 Aug 2024
1h 14m
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The Rug Pull on Global Liquidity | Brent Johnson

08 Aug 2024
1h 19m
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