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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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Sahm Rule Triggered, Are We In A Recession? | Claudia Sahm

07 Aug 2024
46m
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Global Stock Market Crash Shocks Wall Street | Volatility Veteran Noel Smith

05 Aug 2024
44m
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U.S. Economy "Almost Certainly" Already In Recession, Argues Veteran Portfolio Manager Mike Green

02 Aug 2024
1h 37m
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Why Are Markets Unwinding? | Weekly Roundup

02 Aug 2024
48m
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The Federal Reserve Is On "Collision Course" With 2024 Election | Nick Timiraos

01 Aug 2024
1h 6m
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The Economy Remains Strong, Stocks Continue To Melt-Up | Danny Dayan

01 Aug 2024
43m
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Why Credit Conditions Have Actually Eased Over Past Year | Oaktree’s Wayne Dahl

29 Jul 2024
1h 9m
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Tech Stocks Are In A Bubble, Says Veteran Trader Tommy Thornton

28 Jul 2024
1h 22m
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Is It Time To Be Bullish? | Weekly Roundup

27 Jul 2024
1h 2m
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The Rise Of Fiscal Dominance In 2024 & Beyond | Lyn Alden

24 Jul 2024
48m
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How U.S. Treasury Is Fighting The Fed | Nouriel Roubini & Stephen Miran on $800B “Stealth QE”

23 Jul 2024
1h 16m
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Banks Are Cleaning House Of Bad Assets | Chris Whalen

22 Jul 2024
1h 11m
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The Stock Market & Crypto Are Turning | Weekly Roundup

20 Jul 2024
1h 6m
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China's Choice: Economic Slowdown or Exporting Unemployment To Rest of The World | Michael Pettis

18 Jul 2024
1h 31m
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A Soft Landing Is Unrealistic | Andy Constan

17 Jul 2024
38m
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“Watch Your Back” Warns Market Veteran Peter Boockvar

15 Jul 2024
1h 25m
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What Deflation Means for Crypto, Gold and Tech | Weekly Roundup

13 Jul 2024
59m
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Airline Revenues Are Soaring. Their Profits Are Not | Planes And Trains Expert Jay Shabat

11 Jul 2024
1h 30m
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An Inevitable Recession? Why the Soft Landing is a Myth | Julian Brigden

10 Jul 2024
57m
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Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg

08 Jul 2024
1h 23m
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