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_incFollow Forward Guidance: https://twitter.com/ForwardGuidance Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBWFollow Blockworks: https://twi...
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Episodes (1281)
Oil Will Dethrone The Fed (Here’s Why) | Harris Kupperman & Porter Collins
Forward Guidance
Banks Are Finally Making Money Again | Chris Whalen
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George Noble: A 20-50% Market Crash Is Coming
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The Bond Market Is Already Broken - Stocks and Housing Are Next | Harley Bassman...
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Learning From the Most Ruthless Robber Baron (Jay Gould) | Greg Steinmetz
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Liquidity Spiral In The Bond Market Is Causing "Tremendous Stress" | Jim Bianco
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Oil Will Trade Flat To Down Until Biden Backs Down & China Re-Opens | Rory Johns...
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What Will Break First? | Joseph Wang & Peter Crane
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"I'm Surprised The Market's Not Down More" | Aswath Damodaran
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The Sovereign Debt Crisis Is Coming | Brent Johnson
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The Bear Market Has Only Just Begun | Ted Oakley
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The Energy Trade Has Gone Too Far | Jared Dillian
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False Dawn: Why The Rally Is Over | Andy Constan & Joseph Wang
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The Rise of "Legal Fraud" | Bethany McLean
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The Eurodollar Market Is “Dead,” Says Godfather of Financial Derivatives | Dr. R...
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The Plumbing Of Global Finance Is Clogged | Joseph Wang & Daniel Neilson
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The Fed Doesn’t Have What It Takes To Fight Inflation | Joseph Wang & Mish Shedl...
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Convertible Bonds: The Everything Asset Class | Paul Latronica
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The Global Shipping Crisis Is Not Over | Sal Mercogliano
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The Fed’s Ticking Time Bomb Is About To Explode | Joseph Wang & Chris Whalen
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Why Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Consta...
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Liquidity Has “Dried Up,” Says $100 Billion Investor | Jeffrey Sherman
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The Fed Is Not In Control Of The Eurodollar System | Hugh Hendry
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Real GDP Lending on Blockchain Could Be A Gamechanger | Bill Wolf
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Real Estate Market Will Stay "Savagely Unhealthy" For A Long Time | Logan Mohtas...
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Pelosi’s Visit To Taiwan Has Angered China | Jacob Shapiro
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Collapsing Liquidity Has Put The Commodity Supercycle on Hold | Tian Yang
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Summer Meltdown In Stocks Unlikely, Says Volatility Expert Noel Smith
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The Most Misunderstood Asset Class Of All Time | Louis Camhi
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There Are No Doves Left At The Federal Reserve | Nick Timiraos
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Credit Market Implosion Will Be Severe, Says Harald Malmgren | Nicholas Glinsman...
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Why Are Commodities Crashing? | Tracy Shuchart
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Making Informed Decisions as an Individual Investor | Kyrill Asatur
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No Clear Sign Of Recession Yet, Says Nick Reece
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Will A Recession End The Commodity Bull Market? | Rick Rule
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We Are Living In A Silent Depression | Emil Kalinowski
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Why 2022 Isn't A "Buy The Dip" Market | Victoria Greene
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Stagflation 2.0 Is Here To Stay | Ronald Stöferle and Mark Valek
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“In 6 to 12 Months, We’re Going To Have A Big Problem” | Eric Basmajian & Joseph...
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A Profit Recession Is Coming, An End To Inflation Is Not | Vincent Deluard
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Trading Volatility in Volatile Markets | Benn Eifert
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Market Crash Unlikely Until July, Says Volatility Veteran | Noel Smith
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Cash Is King During Fed's Hawkish Warpath, Says Former $20 Billion Fund Manager
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“Soft Landing” Very Unlikely As Global Inflation Crisis Rages On | Darius Dale &...
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The Bear Market Is Here, What Next? | Joseph Wang & Alfonso Peccatiello
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Liquidity Has Fallen Off A Cliff | Joseph Wang & Michael Howell
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The Fed Is Burning Money | Harley Bassman
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Inflation Is Popping The Biggest Asset Bubble Of All Time | Michael Kao
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Fed Hawkishness Is A “Charade” - If Powell Doesn’t Pivot, Prepare For A Depressi...
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Energy Stocks Remain Undervalued, Says World’s Best Performing Hedge Fund Manage...
Forward Guidance