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)
Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX...
Forward Guidance
Dispatches From India | Andrei Stetsenko, Partner at Farley Capital
Forward Guidance
Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust
Forward Guidance
The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dill...
Forward Guidance
Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private...
Forward Guidance
Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity...
Forward Guidance
Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades
Forward Guidance
Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Cred...
Forward Guidance
The Banking System Is Healing | Dan Siciliano & Michael Ericson
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Felix Zulauf: The End Of The Liquidity Cycle Approaches
Forward Guidance
Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of...
Forward Guidance
Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis...
Forward Guidance
Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely T...
Forward Guidance
Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued
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The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman
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Jason Shapiro: It’s Too Early To Get Long Bonds
Forward Guidance
George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal...
Forward Guidance
The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On...
Forward Guidance
Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sa...
Forward Guidance
The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli
Forward Guidance
Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds
Forward Guidance
Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear St...
Forward Guidance
“We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Marke...
Forward Guidance
Does Historic Cheapness Of Agency Mortgage-Backed Securities (MBS) Indicate Fund...
Forward Guidance
Sam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of...
Forward Guidance
Duration Remains Unattractive, Says Veteran High Yield Bond Investor
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A Deep Dive On China's Financial System | Aidan Garrib
Forward Guidance
Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and...
Forward Guidance
John Toohig & Nate Stovall: Bank Loan Market Is “Very Frozen”
Forward Guidance
Chris Whalen: Banking System On “Knife’s Edge” As Fed “May Destroy The World”
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The Future Of Financial Repression | Helen Thompson on Energy, Capital Controls,...
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Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024
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Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes
Forward Guidance
Lyn Alden: The Monetary Order Is Broken
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The Great Bond Bear Steepening | Alfonso Peccatiello
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Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent
Forward Guidance
GameStop, Citadel, And The Fleecing Of Small Investors | Spencer Jakab
Forward Guidance
Former CFTC Commissioner Brian Quintenz On Crypto Regulation
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The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson
Forward Guidance
Danielle DiMartino Booth: Jay Powell Just “Went Way Off Script” At September Fed...
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SEC Commissioner Hester Peirce on Regulation In Crypto, SPACs, and Money Market...
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Jim Bianco, Mark Yusko, & Jurrien Timmer on Real Interest Rates, Banking System,...
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Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview)
Forward Guidance
Jim Bianco: No Recession, No Landing
Forward Guidance
Andrew Beer: Hedge Funds Charge Way, Way Too Much
Forward Guidance
Eric Basmajian: Why The U.S. Economy Hasn’t Entered Recession Yet (And Why He Is...
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Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Profes...
Forward Guidance
Milton Berg: The Stock Market Is In Trouble
Forward Guidance
Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro
Forward Guidance
"Credit Shock" In Commercial Real Estate | John Toohig, Victor Calanog, and Thom...
Forward Guidance