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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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The Great Bond Bear Steepening | Alfonso Peccatiello

03 Oct 2023
1h 37m
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Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent

28 Sep 2023
1h 16m
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GameStop, Citadel, And The Fleecing Of Small Investors | Spencer Jakab

26 Sep 2023
1h 31m
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Former CFTC Commissioner Brian Quintenz On Crypto Regulation

25 Sep 2023
28m
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The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson

23 Sep 2023
54m
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Danielle DiMartino Booth: Jay Powell Just “Went Way Off Script” At September Fed Meeting

20 Sep 2023
1h 6m
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SEC Commissioner Hester Peirce on Regulation In Crypto, SPACs, and Money Market Funds

20 Sep 2023
31m
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Jim Bianco, Mark Yusko, & Jurrien Timmer on Real Interest Rates, Banking System, and Crypto (Panel at Permissionless 2023)

18 Sep 2023
40m
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Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview)

17 Sep 2023
22m
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Jim Bianco: No Recession, No Landing

15 Sep 2023
1h 8m
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Andrew Beer: Hedge Funds Charge Way, Way Too Much

14 Sep 2023
1h 28m
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Eric Basmajian: Why The U.S. Economy Hasn’t Entered Recession Yet (And Why He Is Confident It Will Soon)

12 Sep 2023
1h 16m
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Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast)

12 Sep 2023
50m
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Milton Berg: The Stock Market Is In Trouble

08 Sep 2023
1h 27m
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Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro

06 Sep 2023
1h 2m
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"Credit Shock" In Commercial Real Estate | John Toohig, Victor Calanog, and Thomas LaSalvia

05 Sep 2023
1h 26m
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David Rosenberg: A Recession Is Coming In The Next 6 Months

31 Aug 2023
1h 26m
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Vincent Deluard: The “Magic Money” That Prevented Recession Is About To Disappear

29 Aug 2023
1h 6m
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Business Cycle Slowdown Will Intensify Into Recession | Mike Singleton

28 Aug 2023
1h 9m
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ESG: The 40 Trillion Dollar Bubble | Mark Neuman

25 Aug 2023
1h 3m
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