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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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Bearish Sentiment Is Overblown | Weekly Roundup

08 Mar 2025
56m
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The US is Risking Stagflation | Mohamed El-Erian

07 Mar 2025
34m
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The Market Is OVERREACTING to Policy Uncertainty | Jeff deGraaf

05 Mar 2025
44m
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The Market Leads The Economy—And It’s Heading Down | Weekly Roundup

28 Feb 2025
59m
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The Fed's Balance Sheet Plans Are Kryptonite For Risk Assets | Andy Constan

26 Feb 2025
1h 10m
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Unpacking The Fed & Treasury’s Master Plan | Weekly Roundup

21 Feb 2025
48m
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Volatility Hedge Fund Manager Unpacks Derivatives Misconceptions | Benn Eifert

20 Feb 2025
1h 10m
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Is Trump Actually Good For Markets? | Weekly Roundup

14 Feb 2025
1h 2m
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The Credit Cycle Is Just Getting Started | Andreas Steno Larsen

12 Feb 2025
51m
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Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup

07 Feb 2025
51m
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The U.S. Job Market Is On The Brink | Danielle DiMartino Booth

05 Feb 2025
49m
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Trading Crypto's Weekend Meltdown | 1000x

04 Feb 2025
59m
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Positioning For Trump's Policy Flip Flops | Weekly Roundup

31 Jan 2025
55m
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What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell

29 Jan 2025
53m
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Trump Vs The Fed: The Battle Over Rates, Growth, & Inflation | Weekly Roundup

24 Jan 2025
48m
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Why FX Volatility Will Dominate Markets In 2025 | Brent Donnelly

22 Jan 2025
57m
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CPI, Yields, & The Growth Debate | Weekly Roundup

17 Jan 2025
47m
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What A Growth Scare Means For The Fed & Markets | Warren Pies

15 Jan 2025
59m
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Global Yields Nearing A Breaking Point | Weekly Roundup

10 Jan 2025
1h 14m
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FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann

08 Jan 2025
42m
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