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)
Europe and China: Already In Recession | Paul Hodges
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Central Banks Are Scrambling To Contain An Inflationary Wage Price Spiral | Nick...
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The Fed's $3 Trillion Problem | Maroon Macro & Joseph Wang
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Can Gold Withstand the Liquidity Drain? | Sean Fielder
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Why Fed Chair Powell is NOT Coming To Rescue Stocks | Alfonso Peccatiello
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The “Everything Risk” Is Here | Ed Harrison
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It’s “Game Over” For The Everything Bubble, Says George Noble, Peter Lynch’s Pro...
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The Food & Energy Crisis Has Only Just Begun | Doomberg
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Fed Chair Powell Says Goodbye To Era Of Easy Money | Jim Bianco & Joseph Wang
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A Dilemma Of The Fed’s Own Making | Danielle DiMartino Booth & Joseph Wang
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Why The Repo Market Will Need The Fed’s Cash Yet Again | Scott Skyrm & Joseph Wa...
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The “Short Everything” Trade | Teddy Vallee
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Can Europe's Economy Handle Russian Sanctions? | Frances Coppola
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Expect a 30% Correction in Stocks, Says Godfather Of Global Liquidity | Michael...
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Commercial Banks Taper Treasury Purchases | Joseph Wang & DC Analyst
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Think Rising Rates Are Good For Banks? Think Again!
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Slaying the Inflation Dragon | Jurrien Timmer
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Inflation Forces The Fed's Hand | Joseph Wang & George Goncalves
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Birth of the U.S. Dollar | Roger Lowenstein
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Bullish Commodities? Not So Fast | Lukas Kuemmerle
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Zoltan Pozsar Calls For Bretton Woods III | Joseph Wang
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Inflationary Recession Is On The Horizon | Paul Hodges
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When Volatility Strikes, Watch Out! | Kris Sidial
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Nothing Destroys Inflation Like a Recession | Darius Dale
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Will Janet Yellen Pull the Trigger? | Andy Constan
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The Fed's Forward Guidance Is No More | with Nick Timiraos
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Short Selling in the Age of Fraud | Carson Block
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Options Trading for Macro Investors | Imran Lakha
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The Bond Market Has Spoken. Should Investors Listen? | Joseph Wang & Harley Bass...
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Fed Faces "Debt Death Spiral" While Inflation Soars | Luke Gromen & Jim Bianco
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Gold to $10,000 in The Big Reset | Willem Middelkoop
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Does The Fed Control The Dollar? | Jeff Snider & Joseph Wang
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The "Money Illusion" Keeps the Economy Hot | Juliette Declercq
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Kharkiv Under Siege Yet Russian Oil Still Flows | Jacob Shapiro
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The Central Bank Of Russia Is On The Defensive with Joseph Wang & Frances Coppol...
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How Passive HODL-ing Of Stocks Leads to Extreme Crashes | Mike Green
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Consequences of Russia's Invasion of Ukraine with Jacob Shapiro
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Russia/Ukraine Crisis To Cause Commodity “Doom Loop” | Jacob Shapiro
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Why Inflation Will Dissipate | Bilal Hafeez
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Is a Bear Market Imminent? | Tom Thornton
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Bank of Japan Re-embraces Yield Curve Control | Roundup
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The Fed Won't Get their Soft Landing | Jim Bianco
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Financial Meltdown: The Trades Of March 2020 | Alex Gurevich
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European Bonds Throw A Tantrum | Joseph Wang
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The Next Big Short: The Debt Supercycle | Vincent Daniel, Porter Collins
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The Fed Doesn't Care About Your Feelings | Liz Young
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Will The Dollar’s Rise Crush Central Banks’ Plans?
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Lessons From The Asian Financial Crisis | Russell Napier
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Has the Fed Abandoned Risk Assets? | Joseph Wang
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Upcoming Risks for Stocks and Bitcoin | Lyn Alden
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