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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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Rate Hikes Are Inflationary, Says Warren Mosler, Godfather of Modern Monetary Theory (MMT)

01 Jun 2023
1h 29m
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In this episode of Forward Guidance, Jack Farley interviews Warren Mosler, a pioneer of Modern Monetary Theory (MMT), about the potential economic fallout from a US debt ceiling crisis and the broader implications of MMT. Mosler argues that a debt ceiling breach could trigger a rapid economic downturn due to reduced go...

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The Debt Ceiling Approaches | Joseph Wang & Dominique Dwor-Frecaut

28 May 2023
1h 20m
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Long Stocks, Long Dollar, Short Gold | Jason Shapiro

26 May 2023
1h 12m
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Bull Market In Oil Is Over (For Now) | Paul Sankey

22 May 2023
1h 6m
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The Return Of Bank Runs | Sheila Bair, Former FDIC Chair

19 May 2023
57m
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Nicholas Glinsman on Banks, Commercial Real Estate, and China

18 May 2023
1h 39m
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The Fed's Playbook for Fighting Bank Panics, Now vs. The Great Depression | Dr. Jane Knodell

15 May 2023
1h 4m
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Why Bank Money Is “Disappearing” | Patrick Perret-Green

12 May 2023
1h 11m
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Why The U.S. Dollar Could Fall Even In A Recession | Jens Nordvig

11 May 2023
1h 13m
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Michael Pettis: China's Economic Growth Model Is Dying

08 May 2023
1h 12m
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The Fed’s "Controlled Demolition" of The Financial System | Danielle DiMartino Booth

04 May 2023
1h 9m
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Nick Timiraos: The Fed Doesn't Want Bank Failures In The News

04 May 2023
1h 2m
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Fed Downplays Bank Crisis As Another Bank Teeters | Jim Bianco

03 May 2023
1h 26m
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A Wild Ride In The Oil Market | Josh Young

02 May 2023
1h 14m
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The Failure of First Republic Bank | Chris Whalen & Randy Woodward

01 May 2023
1h 8m
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Dr. Perry Mehrling on The Dollar Standard, Globalization of Shadow Banking, and Charles Kindleberger

01 May 2023
1h 17m
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Jared Dillian: Sentiment Is Still Really, Really Bad

27 Apr 2023
48m
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Nathan Tankus on The "Pozsar Moment" In Shadow Banking

25 Apr 2023
1h 21m
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Jeff Snider: The Credit Crunch Is Here As Ultra Rare Bond Market Signal Flashes Red For First Time Since 2008

24 Apr 2023
1h 5m
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An Update On The "March Banking Panic" | Weekly Round Up

22 Apr 2023
54m
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