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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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Inflation Isn’t Going Away And Investors Own The Wrong Assets (Here’s Why) | Larry McDonald

29 Mar 2024
1h 6m
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Stocks (And Bitcoin) Poised To Outperform Bonds In 2024 | DAS Macro Panel 2024

28 Mar 2024
40m
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The Game Changing Impact of A Spot Bitcoin ETF | DAS London 2024

27 Mar 2024
42m
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The Rise And Fall Of The Age Of Debt | Russell Napier

26 Mar 2024
1h 13m
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Fed Rate Cuts In 2024, Stock Market Melt-Up Continues | Weekly Roundup

23 Mar 2024
1h 4m
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Bitcoin Is The Biggest Macro Trade Of All-Time | Anthony Scaramucci & Dan Tapiero

22 Mar 2024
40m
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Financial Conditions Remain Loose, How To Kill Inflation | Andy Constan

20 Mar 2024
43m
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True Cause Of Hyperinflation: Central Bank Insolvency | Dr. Ingo Sauer

18 Mar 2024
2h 27m
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Inflation Remains High, Will The Fed Cut Rates In 2024? | Weekly Roundup

16 Mar 2024
55m
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The Fate of Real Estate in 2024 | Nick Halaris

14 Mar 2024
1h 4m
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Who Is Buying The Bitcoin ETFs? | Eric Balchunas & Jim Bianco

13 Mar 2024
1h 27m
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Stock Market Bulls Shouldn't Want The Fed To Cut Rates Rapidly | Liz Ann Sonders

12 Mar 2024
58m
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Bitcoin Breaks A New All-Time High | Weekly Roundup

09 Mar 2024
1h 11m
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Leveraged Wall Street Trade Is Draining Fed's Reverse Repo Facility | Lou Crandall & Joseph Wang

08 Mar 2024
52m
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Professor Calls For Resignation Of Senior Fed Official | Dr. Luigi Zingales

07 Mar 2024
55m
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The Bitcoin ETF Unlock's Huge Inflows, What Happens Next? | Dan Tapiero

07 Mar 2024
1h 0m
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Stock Market Rally Is Unhealthy And May Correct Soon, Argues Technician Milton Berg

04 Mar 2024
1h 42m
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AI Stock Market Frenzy Is Overhyped | Remi Tetot

03 Mar 2024
56m
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The Bitcoin ETF Impact, Market Melt-Up Continues | Weekly Roundup

02 Mar 2024
1h 13m
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If Labor Market Weakens, It's Already Too Late, Notes "Sahm Rule" Founder Claudia Sahm

29 Feb 2024
1h 6m
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