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)
David Rosenberg: A Recession Is Coming In The Next 6 Months
Forward Guidance
Vincent Deluard: The “Magic Money” That Prevented Recession Is About To Disappea...
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Business Cycle Slowdown Will Intensify Into Recession | Mike Singleton
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ESG: The 40 Trillion Dollar Bubble | Mark Neuman
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The Next Chapter in Emerging Markets Investing | Marshall Stocker, Co-Head of Em...
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Government Debt Crisis Has Hit U.S. Banks | Bill Isaac, Former FDIC Chair
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The Banking System's Guardian Angel You've Never Heard Of | Michael Ericson & Da...
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Ivy Zelman: Housing Market Downturn Isn't Over
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Fitch's U.S Debt Downgrade Was Justified | Danielle DiMartino Booth
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Rate Cuts May Not End Fed's Quantitative Tightening | Former Atlanta Fed Preside...
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Inside Camp Kotok | David Kotok on “Disastrous and Debilitating” Effect Of Debt...
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Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland...
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The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)
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The Sovereign Debt Spiral | James Lavish
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The Great Liquidity Debate | Michael Howell & Andy Constan
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Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting
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Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market...
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It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack F...
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Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Conf...
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OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil
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The Recession Paradox | Alfonso Peccatiello
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The Laws Of Quantitative Investing | Michael Robbins
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The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly
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Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflat...
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Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains
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The Price of Time | Edward Chancellor & Joseph Wang
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The Little-Known Entity That’s Lent Over $1 Trillion To U.S. Banks (10x The Fed!...
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What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yua...
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Will The Fed Get Their Soft Landing? | Weekly Round Up
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Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth
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The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars,...
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The Shiny New Derivative That’s Taken Over Wall Street | Kris Sidial on Zero Day...
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Return Of The Bull Market? | On The Margin Round Up
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Michael Howell: "QE Is Coming Back, Big Time"
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SPACs Are Bonds, Actually | Louis Camhi
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Jay Powell’s Plan To Kill The “Fed Put” | Danielle DiMartino Booth
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Did The Fed Just Back Down? | Joseph Wang & Michael Ippolito
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Higher For Longer | Robert Kaplan, Former Dallas Fed President & CEO
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The Holy Grail of Macro Investing | Eric Crittenden
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The Music Is About To Stop: John Toohig & Randy Woodward on Bank Lending, Deflat...
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Artificial Intelligence Bubble Has Only Just Begun, Says Citrini7, World's Hotte...
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Coinbase Sued By SEC | Casey Wagner
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The Fed Put Still Lives | Vincent Daniel
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Joseph Wang & Alex Etra: Trillion-Dollar Liquidity Drain Imminent
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Rate Hikes Are Inflationary, Says Warren Mosler, Godfather of Modern Monetary Th...
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The Debt Ceiling Approaches | Joseph Wang & Dominique Dwor-Frecaut
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Long Stocks, Long Dollar, Short Gold | Jason Shapiro
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Bull Market In Oil Is Over (For Now) | Paul Sankey
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The Return Of Bank Runs | Sheila Bair, Former FDIC Chair
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Nicholas Glinsman on Banks, Commercial Real Estate, and China
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