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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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How To Prepare For A Commodity Supercycle Shockwave (It’s Not What You Think) | Hari Krishnan

05 Jan 2024
1h 12m
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India Set To Dethrone China As Engine Of Global Economic Growth | Andrei Stetsenko

04 Jan 2024
1h 6m
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Jim Bianco's Big Predictions For 2024

03 Jan 2024
59m
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Risk of Real Estate “Liquidity Crisis” To Hit Blackstone Mortgage Trust, Argues Carson Block

02 Jan 2024
49m
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Mark Yusko's Big Calls For 2024

30 Dec 2023
1h 8m
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The Stock Market Is Overhyped (And So Is Private Equity) | Jared Dillian

28 Dec 2023
47m
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Big Calls For 2024 & Beyond | Will Clemente & Felix Jauvin

27 Dec 2023
50m
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The Rise of “Too Big To Fail” In Private Equity | Carolyn Sissoko & Joseph Wang

25 Dec 2023
1h 27m
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How Will Stocks & Crypto Fare In 2024

23 Dec 2023
1h 2m
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Stablecoins Will Be Put To The Test | Daniel Neilson

21 Dec 2023
1h 17m
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Everything You Need To Know About The Bitcoin ETF | Eric Balchunas

20 Dec 2023
54m
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CLOs Are Better Than Banks, Says World’s Largest Investor In CLO Equity | Thomas Majewski

19 Dec 2023
1h 6m
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2024 Fed Pivot Fueling The Everything Rally | Weekly Roundup

16 Dec 2023
42m
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Bitcoin ETF: A Positive Catalyst For Crypto's Reflexivity | Tim Grant

13 Dec 2023
48m
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Why “Credit Deterioration” Is More Likely In 2024 With High Interest Rates | Kathy Jones

12 Dec 2023
57m
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The Banking System Is Healing | Dan Siciliano & Michael Ericson

11 Dec 2023
1h 29m
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Bitcoin, Stocks & Bonds Rally - Is It Sustainable? | Weekly Roundup

09 Dec 2023
1h 11m
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Felix Zulauf’s Big Calls For 2024 And Beyond

08 Dec 2023
1h 0m
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Bitcoin Breaks $40,000, What Next? | Quinn Thompson

06 Dec 2023
58m
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High Debt Levels Will Create Problems For The Economy | Dr. Barry Eichengreen & Joseph Wang

04 Dec 2023
1h 1m
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