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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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Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024

01 May 2024
1h 12m
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The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund

30 Apr 2024
1h 5m
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Forget Rate Cuts, The Fed Will Raise Rates Again In 2024 | Harris Kupperman

25 Apr 2024
51m
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Can The U.S Handle High Interest Rates Past 2024? | Ben Miller

22 Apr 2024
1h 21m
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Chris Whalen: “Higher For Longer” Interest Rate Regime Is Bad For Banks

21 Apr 2024
42m
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The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market

18 Apr 2024
1h 34m
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Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong

15 Apr 2024
1h 33m
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The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield”

08 Apr 2024
1h 10m
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Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold

04 Apr 2024
1h 39m
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The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks

01 Apr 2024
1h 19m
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Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”

29 Mar 2024
1h 6m
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Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)

28 Mar 2024
40m
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Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation

26 Mar 2024
1h 13m
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Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank)

18 Mar 2024
2h 27m
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Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock

14 Mar 2024
1h 4m
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Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle

12 Mar 2024
58m
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The Fate Of The Fed's Balance Sheet | Lou Crandall & Joseph Wang on Draining of Reverse Repo (RRP) Facility, Timeline of QT Taper, and 2024 Tax Refund Data

08 Mar 2024
52m
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The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed

07 Mar 2024
54m
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Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness

04 Mar 2024
1h 5m
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Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929

04 Mar 2024
1h 42m
Page 14

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