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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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Financial Conditions Are Easing, Bitcoin Approaches $40,000 | Weekly Roundup

02 Dec 2023
1h 5m
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Real Estate Crash Could Be Worse Than 2008 Great Financial Crisis | Anthony Dilweg

01 Dec 2023
1h 49m
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The "Debt Spiral" End Game | James Lavish

29 Nov 2023
53m
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A Bold Prediction On The Fed's Dilemma: No Rate Hikes in Sight, Says Marko Papic

28 Nov 2023
1h 20m
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U.S. Dollar Likely Headed Lower, Says Quantitative Macro Strategist Jens Nordvig

24 Nov 2023
1h 9m
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Liquidity Is Rising, "Tug Of War" Between Stocks & Bonds | Julian Brigden

23 Nov 2023
1h 14m
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Bond Market Sell-off Not Over, Says Nicholas Glinsman

21 Nov 2023
1h 10m
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Rising Liquidity Is Supporting A Bull Market | Weekly Roundup

18 Nov 2023
55m
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It’s Hard To Be Bullish On Bonds, Says Market Sentiment Master | Jason Shapiro

16 Nov 2023
1h 11m
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Fed's Stealth Liquidity Is Fueling A Stock Market Rally | Michael Howell

15 Nov 2023
56m
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Stocks WIll Soar As Extreme Government Money Printing Continues | George Robertson

13 Nov 2023
1h 52m
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The Bitcoin Bulls Are Back | Weekly Roundup

11 Nov 2023
1h 4m
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The Giant Bond Bubble Has Popped | Jonny Matthews, Veteran Trader Who Made Massive Bet Against Bonds

10 Nov 2023
1h 22m
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Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns

09 Nov 2023
1h 3m
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The Path To $100,000 Bitcoin | Adam Back

08 Nov 2023
1h 2m
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The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli

06 Nov 2023
55m
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Huge Rally In Stocks & Bonds, What Comes Next? | Weekly Roundup

04 Nov 2023
54m
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Financial Conditions Are Easing, Janet Yellen's Fueling A Massive Stock Market Rally | Andy Constan

03 Nov 2023
36m
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The Collapse In Ultra Long-Duration Bonds May Not Be Over | Althea Spinozzi

03 Nov 2023
49m
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Federal Reserve’s “Sledgehammer” To Economy Is Being Offset By Government Debt Binge | Michael Kao

01 Nov 2023
1h 7m
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