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...
Episodes (1281)
Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Inve...
Forward Guidance
Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker
Forward Guidance
Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case
Forward Guidance
Andy Constan: The Bond Market Will Take The Stock Market Down With It
Forward Guidance
Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflat...
Forward Guidance
Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024
Forward Guidance
The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager...
Forward Guidance
The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman
Forward Guidance
Can The U.S Handle High Interest Rates Past 2024? | Ben Miller
Forward Guidance
Chris Whalen: “Higher For Longer” Interest Rate Regime Is Bad For Banks
Forward Guidance
The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. F...
Forward Guidance
Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse Th...
Forward Guidance
The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dange...
Forward Guidance
Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market...
Forward Guidance
The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks
Forward Guidance
Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald o...
Forward Guidance
Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Ou...
Forward Guidance
Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Betwee...
Forward Guidance
Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European...
Forward Guidance
Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interes...
Forward Guidance
Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle
Forward Guidance
The Fate Of The Fed's Balance Sheet | Lou Crandall & Joseph Wang on Draining of...
Forward Guidance
The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failure...
Forward Guidance
Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Ral...
Forward Guidance
Remi Tetot on AI, Crypto, and Uranium
Forward Guidance
Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing
Forward Guidance
Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Ri...
Forward Guidance
Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shru...
Forward Guidance
Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefb...
Forward Guidance
Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Po...
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Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts
Forward Guidance
Secrets of Small Cap Value Investing | Kyle Mowery
Forward Guidance
The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba
Forward Guidance
Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are...
Forward Guidance
Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treas...
Forward Guidance
China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bu...
Forward Guidance
Citrini: The Next Phase of The Stock Market's AI-Obsession
Forward Guidance
Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And...
Forward Guidance
Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitat...
Forward Guidance
U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predic...
Forward Guidance
Chris Whalen: Commercial Real Estate "Trainwreck” Will Hit Banking System, Consu...
Forward Guidance
David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba
Forward Guidance
Neil Dutta: Why There Was No Recession In 2023
Forward Guidance
Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond...
Forward Guidance
Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via T...
Forward Guidance
Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is M...
Forward Guidance
Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Pr...
Forward Guidance
Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening
Forward Guidance
Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or...
Forward Guidance
Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflati...
Forward Guidance