
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
Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent
GameStop, Citadel, And The Fleecing Of Small Investors | Spencer Jakab
Former CFTC Commissioner Brian Quintenz On Crypto Regulation
The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson
Danielle DiMartino Booth: Jay Powell Just “Went Way Off Script” At September Fed Meeting
SEC Commissioner Hester Peirce on Regulation In Crypto, SPACs, and Money Market Funds
Jim Bianco, Mark Yusko, & Jurrien Timmer on Real Interest Rates, Banking System, and Crypto (Panel at Permissionless 2023)
Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview)
Jim Bianco: No Recession, No Landing
Andrew Beer: Hedge Funds Charge Way, Way Too Much
Eric Basmajian: Why The U.S. Economy Hasn’t Entered Recession Yet (And Why He Is Confident It Will Soon)
Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast)
Milton Berg: The Stock Market Is In Trouble
Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro
"Credit Shock" In Commercial Real Estate | John Toohig, Victor Calanog, and Thomas LaSalvia
David Rosenberg: A Recession Is Coming In The Next 6 Months
Vincent Deluard: The “Magic Money” That Prevented Recession Is About To Disappear
Business Cycle Slowdown Will Intensify Into Recession | Mike Singleton
ESG: The 40 Trillion Dollar Bubble | Mark Neuman
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