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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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Bursting Of The Sovereign Debt Bubble | Arthur Hayes

01 Nov 2023
1h 0m
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Housing Market Is About To Crack As Interest Rates Hit Critical Level | Warren Pies

30 Oct 2023
1h 7m
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Bitcoin Breaks $35k, The Next Bull Market's Here | Weekly Roundup

28 Oct 2023
1h 11m
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A Disgraced Sam Bankman-Fried Just Broke His Silence | Casey Wagner & Jack Farley

27 Oct 2023
53m
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Most Long-Duration Bonds Remain Unattractive, Says Veteran Fixed-Income Investor

26 Oct 2023
1h 13m
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Hidden Trillions Of Chinese "Shadow Debt" | Aidan Garrib On Finding Macro Opportunities In China

23 Oct 2023
1h 11m
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Bitcoin Bounces To $30k, The Bond Sell-Off Continues | Weekly Roundup

21 Oct 2023
1h 2m
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The Boundaries Of Debt-Fueled Economic Growth | Dr. Claudio Borio & Joseph Wang

20 Oct 2023
1h 2m
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The Liquidity Freeze In Bank Loans | John Toohig & Nate Stovall

19 Oct 2023
1h 11m
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Veteran Trader Remains Bearish, An "Ocean Of Liquidity" Is Reversing | Neal Berger

18 Oct 2023
36m
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Banking System Is On “Knife’s Edge” As Fed “May Destroy The World” | Chris Whalen

17 Oct 2023
1h 8m
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The Future Of Financial Repression | Helen Thompson

16 Oct 2023
1h 3m
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Inflation Has Peaked, Unless Oil Resurges | Weekly Roundup

14 Oct 2023
53m
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Economy Will Face Recessionary "Hard Landing" In 2024 | Mike Green & Bob Elliott

12 Oct 2023
1h 28m
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A Wave Of Treasury Issuance Will Drive Equities Lower | Andy Constan & Nick Givanovic

11 Oct 2023
58m
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Bond Bear Sees Tradable Window For Bonds To Rally After Vicious Sell-Off | David Cervantes

09 Oct 2023
1h 5m
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The Global Wrecking Ball: Surging Yields, U.S Dollar & Oil | Weekly Roundup

07 Oct 2023
57m
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The Global Monetary Order Is Broken, Says Lyn Alden

05 Oct 2023
1h 46m
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China's Economic Model Is Dying | Leland Miller

04 Oct 2023
47m
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Bond Market Collapse Threatens Financial Stability | Alfonso Peccatiello

03 Oct 2023
1h 37m
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