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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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Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup

07 Feb 2025
51m
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The U.S. Job Market Is On The Brink | Danielle DiMartino Booth

05 Feb 2025
49m
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Positioning For Trump's Policy Flip Flops | Weekly Roundup

31 Jan 2025
55m
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The Future Of Crypto & Stablecoins Under Trump | Austin Campbell

30 Jan 2025
44m
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What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell

29 Jan 2025
53m
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Trump Vs The Fed: The Battle Over Rates, Growth, & Inflation | Weekly Roundup

24 Jan 2025
48m
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The Fed’s Tools Aren’t Made For Fiscal Dominance | Lyn Alden

23 Jan 2025
54m
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Why FX Volatility Will Dominate Markets In 2025 | Brent Donnelly

22 Jan 2025
57m
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CPI, Yields, & The Growth Debate | Weekly Roundup

17 Jan 2025
47m
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2025's Crypto ETF Pipeline | James Seyffart

16 Jan 2025
50m
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What A Growth Scare Means For The Fed & Markets | Warren Pies

15 Jan 2025
59m
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Global Yields Nearing A Breaking Point | Weekly Roundup

10 Jan 2025
1h 14m
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FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann

08 Jan 2025
42m
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Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews

08 Jan 2025
59m
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How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP

28 Dec 2024
1h 8m
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Debating The Impact Of A Bitcoin Strategic Reserve | Travis Kling

23 Dec 2024
58m
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Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup

21 Dec 2024
1h 10m
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This Is Peak Hawkishness From The Fed | Joseph Wang

18 Dec 2024
52m
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How Long Can The Goldilocks Market Last? | Weekly Roundup

14 Dec 2024
1h 3m
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Rethinking Rate Cuts: Are We Fueling Inflation Or Controlling It? | Warren Mosler

12 Dec 2024
1h 7m
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