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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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Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession

26 Aug 2024
1h 17m
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How the Dollar Will Be Gradually Eroded by Emerging Market Currencies | Eric Fine & Natalia Gurushina (VanEck Fireside Chat)

22 Aug 2024
1h 45m
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The Strategies & Risks In Quant Trading | Mike Harris

19 Aug 2024
1h 10m
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Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market

12 Aug 2024
2h 35m
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The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trade, and the Exaggerated Rumors of the Dollar’s Demise

08 Aug 2024
1h 19m
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The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol, and How He’s Trading VIX Spike & Stock Market Crash

05 Aug 2024
44m
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Mike Green: Passive Stock Market Edifice Put To The Test As Recession A Near Certainty

02 Aug 2024
1h 37m
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Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election

01 Aug 2024
1h 6m
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Why Credit Conditions Have Actually Eased Over Past Year | Oaktree’s Wayne Dahl on High-Yield Bonds, Leveraged Loans, Private Credit, and the Recession Yet To Arrive

29 Jul 2024
1h 9m
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Tommy Thornton: Tech Stocks Are In A Bubble

28 Jul 2024
1h 22m
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How U.S. Treasury Is Fighting The Fed | Nouriel Roubini & Stephen Miran on Treasury’s $800 Billion of “Stealth QE” via “Activist Treasury Issuance” (ATI)

23 Jul 2024
1h 16m
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Banks Are Cleaning House Of Their Bad Assets | Chris Whalen

22 Jul 2024
1h 11m
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China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle

18 Jul 2024
1h 31m
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Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle

15 Jul 2024
1h 25m
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Airline Revenues Are Soaring. Their Profits Are Not | Planes And Trains Expert Jay Shabat on Depressed Railroad Volumes And Global Air Traffic

11 Jul 2024
1h 30m
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Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg

08 Jul 2024
1h 23m
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BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans

02 Jul 2024
1h 18m
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“Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later

27 Jun 2024
1h 1m
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Oil & Crypto Trader Jonah van Bourg: Altcoins Going to Zero, Bitcoin Bull Move Is Just Getting Started, and Oil Vol Is Overpriced

25 Jun 2024
1h 28m
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The Next Big Thing In Capital Markets | David Goone

24 Jun 2024
1h 8m
Page 12

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