
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
The Price of Time | Edward Chancellor & Joseph Wang
The Little-Known Entity That’s Lent Over $1 Trillion To U.S. Banks (10x The Fed!) | Professor Kathryn Judge on The Federal Home Loan Bank (FHLB) System
What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"
Will The Fed Get Their Soft Landing? | Weekly Round Up
Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth
The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR
The Shiny New Derivative That’s Taken Over Wall Street | Kris Sidial on Zero Day To Expiration (0DTE) Options & Tail Risk During A Volatility Bear Market
Return Of The Bull Market? | On The Margin Round Up
Michael Howell: "QE Is Coming Back, Big Time"
SPACs Are Bonds, Actually | Louis Camhi
Jay Powell’s Plan To Kill The “Fed Put” | Danielle DiMartino Booth
Did The Fed Just Back Down? | Joseph Wang & Michael Ippolito
Higher For Longer | Robert Kaplan, Former Dallas Fed President & CEO
The Holy Grail of Macro Investing | Eric Crittenden
The Music Is About To Stop: John Toohig & Randy Woodward on Bank Lending, Deflation, and Secondary Loan Liquidity
Artificial Intelligence Bubble Has Only Just Begun, Says Citrini7, World's Hottest A.I. Stockpicker
Coinbase Sued By SEC | Casey Wagner
The Fed Put Still Lives | Vincent Daniel
Joseph Wang & Alex Etra: Trillion-Dollar Liquidity Drain Imminent
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