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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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Hedge Funds Blow Up From Rate Volatility

22 Mar 2023
16m
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A Bank Liquidity Crisis Has Been Triggered By The Fed’s Balance Sheet Contraction | Dan Neilson

21 Mar 2023
1h 0m
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How Marc Cohodes Predicted The Bank Collapse | Silvergate, Signature Bank, & FTX

20 Mar 2023
1h 16m
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Asia's Market Reaction To Credit Suisse & UBS

20 Mar 2023
12m
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Further Fed Tightening Will Be “Deadly” For Banking System | Mustafa Chowdhury

19 Mar 2023
1h 23m
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Bank's Face A Crisis Of Confidence | Weekly Round Up

18 Mar 2023
1h 1m
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The Collapse of SVB, Silvergate & Signature Bank | Caitlin Long & Nic Carter

17 Mar 2023
57m
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A Week of Wild Swings In Bank Stocks & Rates

17 Mar 2023
20m
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The Fed Hasn’t Broken Anything Yet | Harris Kupperman

17 Mar 2023
51m
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Markets Look Past Silicon Valley Bank's Collapse | Weston Nakamura

16 Mar 2023
50m
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Governor Kuroda: The Decade’s Most Consequential Central Banker

16 Mar 2023
47m
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Bank Runs Set The Stage For Financial Repression End Game | Lyn Alden

15 Mar 2023
1h 8m
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Bank Bailout Allows The Fed To Tighten... Even More | Michael Kao

14 Mar 2023
1h 11m
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New Emergency Measures To Stabilize Banking System | Joseph Wang & Stephen Miran

14 Mar 2023
1h 3m
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A Banking Panic Makes The Fed’s Job More Difficult | Danielle DiMartino Booth

13 Mar 2023
57m
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Signature Bank's Demise: Who's Next? | Joseph Wang

13 Mar 2023
56m
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The Largest Bank Failure Since 2008 | Weekly Round Up

11 Mar 2023
1h 4m
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“Crazy Things” Are Happening In The Japanese Bond Market | Weston Nakamura

11 Mar 2023
50m
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The Fed Is To Blame For The Collapse of Silicon Valley Bank | Chris Whalen

10 Mar 2023
29m
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Interest Rates Are Headed Even Higher (Here's Why) | David Hay

09 Mar 2023
1h 10m
Page 33

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