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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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Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains

09 Jul 2023
1h 15m
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The Price of Time | Edward Chancellor & Joseph Wang

06 Jul 2023
1h 6m
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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

03 Jul 2023
1h 13m
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What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"

02 Jul 2023
1h 28m
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Will The Fed Get Their Soft Landing? | Weekly Round Up

01 Jul 2023
58m
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Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth

30 Jun 2023
45m
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The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR

26 Jun 2023
1h 49m
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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

25 Jun 2023
1h 17m
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Return Of The Bull Market? | On The Margin Round Up

24 Jun 2023
1h 7m
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Michael Howell: "QE Is Coming Back, Big Time"

22 Jun 2023
1h 34m
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SPACs Are Bonds, Actually | Louis Camhi

19 Jun 2023
1h 44m
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Jay Powell’s Plan To Kill The “Fed Put” | Danielle DiMartino Booth

15 Jun 2023
56m
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Did The Fed Just Back Down? | Joseph Wang & Michael Ippolito

14 Jun 2023
1h 16m
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Higher For Longer | Robert Kaplan, Former Dallas Fed President & CEO

12 Jun 2023
1h 4m
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The Holy Grail of Macro Investing | Eric Crittenden

12 Jun 2023
1h 6m
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The Music Is About To Stop: John Toohig & Randy Woodward on Bank Lending, Deflation, and Secondary Loan Liquidity

09 Jun 2023
1h 19m
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Artificial Intelligence Bubble Has Only Just Begun, Says Citrini7, World's Hottest A.I. Stockpicker

07 Jun 2023
1h 6m
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Coinbase Sued By SEC | Casey Wagner

06 Jun 2023
26m
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The Fed Put Still Lives | Vincent Daniel

06 Jun 2023
1h 24m
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Joseph Wang & Alex Etra: Trillion-Dollar Liquidity Drain Imminent

06 Jun 2023
1h 14m
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