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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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A Week of Central Bankers Hiking, Pausing, and Leaving

07 Apr 2023
19m
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How Will the Bank of Japan Move Markets?

06 Apr 2023
34m
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A Recession Is “Somewhat Unavoidable,” Says Liz Ann Sonders

06 Apr 2023
52m
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Markets Are Trapped In A "Liquidity Limbo" | Jurrien Timmer

05 Apr 2023
1h 4m
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Think Interest Rates Are High? Think Again! | Dr. Richard Sylla

05 Apr 2023
59m
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The Most Critical Month for Bank of Japan and Market Impact Is Here

04 Apr 2023
51m
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The Bank Panic Is Already Over (Here’s Why) | John Maxfield

04 Apr 2023
1h 27m
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Debt Death Spirals, Fed's Losses, & Fiscal Theory Of Price Level | Peter Stella & Joseph Wang

03 Apr 2023
1h 17m
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A Liquidity Masterclass: Preparing For A Credit Cycle Downturn | Darius Dale

01 Apr 2023
58m
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What This Wild Month In Markets Exposed

31 Mar 2023
35m
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Serious Trouble Ahead For Commercial Real Estate, Says Real Estate Investor | Nick Halaris

30 Mar 2023
1h 8m
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The Next Stage Of The Banking Crisis, Commercial Real Estate

29 Mar 2023
1h 5m
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Breaking Down The Alibaba Break-Up

29 Mar 2023
13m
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"We Can't Afford Another Financial Crisis,” Says Former Central Banker | Sir Paul Tucker

28 Mar 2023
38m
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China’s Rise Challenges The Western Liberal Order | Sir Paul Tucker

27 Mar 2023
1h 22m
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Volatility in Rates Claims More Victims

27 Mar 2023
13m
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Will Bank Turmoil Cause The Fed Pivot? | Round Up

25 Mar 2023
1h 15m
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Don’t Misread The Bank of Japan

24 Mar 2023
16m
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The Next Phase Of The Banking Crisis | Joseph Wang & Randy Woodward

23 Mar 2023
1h 21m
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Can The Fed Keep Raising Rates Amidst A Banking Crisis? | Michael Howell

22 Mar 2023
1h 23m
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