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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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China Slides Into Deflation, What Happens Next? | Round Up

12 Aug 2023
53m
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24 Months To The Next Debt Ceiling Crisis | David Kotok

11 Aug 2023
42m
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The Fed’s Fight With Inflation Is Not Over (Here’s Why) | Jim Bianco & Samuel Rines (Camp Kotok)

10 Aug 2023
22m
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Japanese Investors Rush Back Into Global Bond Markets Ahead of US CPI

10 Aug 2023
15m
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The Blockworks Origin Story

09 Aug 2023
1h 32m
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What Triggered Fitch's Downgrade Of U.S Debt?

08 Aug 2023
49m
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The Bond Market Wrecking Ball Shocks Markets | Round Up

05 Aug 2023
1h 3m
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Bank Of Japan's Week Of Bond Market Meddling Spikes Global Yields

05 Aug 2023
1h 6m
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Prepare For A "Reckoning" In The Soft Landing Narrative | Jesse Felder

02 Aug 2023
43m
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“Tremendous Leverage” In Sovereign Bonds Risks A “Debt Spiral” | James Lavish

01 Aug 2023
1h 21m
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Bank Of Japan Takes A Major Gamble With Yield Curve Control

31 Jul 2023
1h 20m
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The 2023 Bull Market Has Further To Run | Weekly Round Up

29 Jul 2023
44m
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The U.S. Treasury Is Neutralizing The Fed's Quantitative Tightening | Michael Howell & Andy Constan

27 Jul 2023
1h 22m
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Balaji Srinivasan: Crypto Networks, Sovereignty & Decentralization with Akshay BD

27 Jul 2023
1h 21m
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“Nasty Market Surprise” In Store As Fed’s Job Is Not Done | Julian Brigden

26 Jul 2023
1h 18m
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Powell Raises Rates To A 22-Year High, Is This The End? | Jim Bianco

26 Jul 2023
53m
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A Defining Week For Major Central Banks & Global Markets

25 Jul 2023
46m
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The Fed Is Almost Done Raising Interest Rates (Here’s Why) | Mark Cabana

24 Jul 2023
56m
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The Big Tech Bull Market, Not A Mania Yet | Round Up

22 Jul 2023
53m
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Stock Market Gripped By “Mania,” Says Behavioral Economist | Peter Atwater

21 Jul 2023
1h 7m
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