
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
Do Banks Have Enough Capital? | Dr. Martien Lubberink
Money Supply Is Falling By Most Since Great Depression | Danielle DiMartino Booth
PIMCO’s Cash King On Liquidity, Repo, Debt Ceiling, And Yield Curve Inversion | Jerome Schneider
Key Principles For Successful Trading | Simon Ree
Chris Whalen on Big Bank Earnings and the Return of Credit Risk
The Commercial Real Estate Default Cycle Has Only Just Begun | Dan McNamara
Lou Crandall & Joseph Wang: A Monetary Plumbing Masterclass
A Recession Is “Somewhat Unavoidable,” Says Liz Ann Sonders
The Next Chapter In Interest Rate History | Dr. Richard Sylla
The Bank Panic Is Already Over (Here’s Why) | John Maxfield
Peter Stella & Joseph Wang on Debt Death Spirals, Monetarism, and The Fiscal Theory Of The Price Level
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