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Blockworks · 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 Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW 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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Breaking Down The Current Business Cycle | Eric Basmajian

22 Oct 2024
1h 3m
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Debating The Election’s Impact On Markets | Weekly Roundup

19 Oct 2024
55m
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The Bull Market Is Broadening | Tony Greer

16 Oct 2024
44m
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What is Macro Telling Us? | Weekly Roundup

12 Oct 2024
40m
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LIVE From Permissionless | Forward Guidance & 1000x Collab Stream

09 Oct 2024
54m
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Stellar Jobs Report Sends Recession Odds Spiraling | Weekly Roundup

05 Oct 2024
56m
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Where The Next Big Bond Trade Is Hiding | Harley Bassman

02 Oct 2024
49m
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China Easing May Be A Turning Point For Markets | Weekly Roundup

27 Sep 2024
46m
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Slowing But Growing: Why The U.S. Isn’t Headed For Recession | Prometheus Research

24 Sep 2024
57m
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What The Latest Fed Decision Means For Markets | Weekly Roundup

24 Sep 2024
1h 3m
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Fed Is Easing Into Major Regime Shift | Darius Dale

17 Sep 2024
52m
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Richard Koo: China’s “Balance Sheet Recession” Has Already Started | (Jack’s Final Episode)

13 Sep 2024
1h 7m
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CDO Whisperer Brett Jefferson on Securitization Markets and TruPS CDO Relics

12 Sep 2024
1h 28m
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Structured Credit Maven Laila Kollmorgen on CLO’s Rally and Opportunity To Differentiate As Fundamentals Soften and Prices Climb | VanEck Fireside Chat #6

11 Sep 2024
1h 21m
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Bitcoin's Path To $3 Million Dollars | Matthew Sigel

10 Sep 2024
1h 21m
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Gold Stocks Are Undervalued | Imaru Casanova (VanEck Fireside Chat #4)

06 Sep 2024
1h 7m
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There Will Be No Recession | Jonny Mathews

05 Sep 2024
1h 23m
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The Labor Market Is Cooling | Talmon Smith & Jack Farley (Driving Back from Camp Kotok)

05 Sep 2024
2h 4m
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India Is The Most Promising Emerging Market | Angus Shillington

29 Aug 2024
1h 16m
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Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz

27 Aug 2024
30m
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