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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 Pushes Yuan Aggressively Higher As Dollar Junk Bonds Implode

21 Jul 2023
32m
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Why Oil Price Will (Probably) Stop Falling | Rory Johnston

18 Jul 2023
1h 20m
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Wall Street Keeps Overestimating China's Macro Data

18 Jul 2023
45m
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The Recession Paradox | Alfonso Peccatiello

16 Jul 2023
1h 11m
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Recession Cancelled: Crypto Summer Is Here | Weekly Round-up

15 Jul 2023
1h 15m
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Asia Currencies Fight Back Against The Dollar As US Inflation Cools

14 Jul 2023
28m
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The Principles Of Generating Returns Using A Quantitative Strategy | Michael Robbins

13 Jul 2023
1h 16m
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Central Banks Battle Inflation, China Fights Deflation | Nick Glinsman

12 Jul 2023
58m
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The Banking System Is “Stable But Fragile,” Says Financial Crisis Specialist

11 Jul 2023
1h 11m
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People's Bank Of China Is Running Without A Governor

11 Jul 2023
39m
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European Inflation Will Be Tamed By Mild Recession & Rate Hikes, Says Veteran Central Banker

10 Jul 2023
59m
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Railroad Industry Is In Recession (But Airline Demand Is Off The Charts) | Jay Shabat

09 Jul 2023
1h 15m
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BlackRock's Bitcoin ETF Is A "Big Deal", Here's Why | Round Up

08 Jul 2023
52m
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China’s Stimulus Takes A Backseat To Save The Yuan | Michael Howell

07 Jul 2023
36m
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High Interest Rates To “Slay” Zombified Companies | Edward Chancellor & Joseph Wang

06 Jul 2023
1h 7m
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What The Sudden Leadership Shakeup At The People's Bank Of China Is Really About

05 Jul 2023
49m
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The End Game For Central Banks Inflation Fight | Lyn Alden

05 Jul 2023
48m
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This Little-Known Entity Has Lent Banks One Trillion Dollars (10x The Fed!) | Kathryn Judge

03 Jul 2023
1h 13m
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The Chinese Yuan "Doom Loop" & The Oil-Dollar Wrecking Ball | Michael Kao & Alexander Stahel

02 Jul 2023
1h 28m
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Governor Ueda’s First International Appearance Reveals The Bank Of Japan’s Influence

02 Jul 2023
44m
Page 26

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