

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 US is Risking Stagflation | Mohamed El-Erian

The Market Is OVERREACTING to Policy Uncertainty | Jeff deGraaf

The Market Leads The Economy—And It’s Heading Down | Weekly Roundup

The Fed's Balance Sheet Plans Are Kryptonite For Risk Assets | Andy Constan

Unpacking The Fed & Treasury’s Master Plan | Weekly Roundup

Volatility Hedge Fund Manager Unpacks Derivatives Misconceptions | Benn Eifert

Is Trump Actually Good For Markets? | Weekly Roundup

The Credit Cycle Is Just Getting Started | Andreas Steno Larsen

Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup

The U.S. Job Market Is On The Brink | Danielle DiMartino Booth

Trading Crypto's Weekend Meltdown | 1000x

Positioning For Trump's Policy Flip Flops | Weekly Roundup

What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell

Trump Vs The Fed: The Battle Over Rates, Growth, & Inflation | Weekly Roundup

Why FX Volatility Will Dominate Markets In 2025 | Brent Donnelly

CPI, Yields, & The Growth Debate | Weekly Roundup

What A Growth Scare Means For The Fed & Markets | Warren Pies

Global Yields Nearing A Breaking Point | Weekly Roundup

FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann
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