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)
The Fed's Playbook for Fighting Bank Panics, Now vs. The Great Depression | Dr....
Forward Guidance
Why Bank Money Is “Disappearing” | Patrick Perret-Green
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Why The U.S. Dollar Could Fall Even In A Recession | Jens Nordvig
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Michael Pettis: China's Economic Growth Model Is Dying
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The Fed’s "Controlled Demolition" of The Financial System | Danielle DiMartino B...
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Nick Timiraos: The Fed Doesn't Want Bank Failures In The News
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Fed Downplays Bank Crisis As Another Bank Teeters | Jim Bianco
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A Wild Ride In The Oil Market | Josh Young
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The Failure of First Republic Bank | Chris Whalen & Randy Woodward
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Dr. Perry Mehrling on The Dollar Standard, Globalization of Shadow Banking, and...
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Jared Dillian: Sentiment Is Still Really, Really Bad
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Nathan Tankus on The "Pozsar Moment" In Shadow Banking
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Jeff Snider: The Credit Crunch Is Here As Ultra Rare Bond Market Signal Flashes...
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An Update On The "March Banking Panic" | Weekly Round Up
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Brent Johnson on Why The De-Dollarization Narrative Is Overhyped
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Do Banks Have Enough Capital? | Dr. Martien Lubberink
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Money Supply Is Falling By Most Since Great Depression | Danielle DiMartino Boot...
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PIMCO’s Cash King On Liquidity, Repo, Debt Ceiling, And Yield Curve Inversion |...
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Key Principles For Successful Trading | Simon Ree
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Chris Whalen on Big Bank Earnings and the Return of Credit Risk
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The Commercial Real Estate Default Cycle Has Only Just Begun | Dan McNamara
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Lou Crandall & Joseph Wang: A Monetary Plumbing Masterclass
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A Recession Is “Somewhat Unavoidable,” Says Liz Ann Sonders
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The Next Chapter In Interest Rate History | Dr. Richard Sylla
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The Bank Panic Is Already Over (Here’s Why) | John Maxfield
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Peter Stella & Joseph Wang on Debt Death Spirals, Monetarism, and The Fiscal The...
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Commercial Real Estate Is In Serious Trouble | Nick Halaris
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Former Central Banker on China, Global Discord, and Financial Stability | Sir Pa...
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The Next Phase Of The Banking Crisis | Joseph Wang & Randy Woodward
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Michael Howell: Can The Fed Keep Raising Rates During A Banking Crisis? | Michae...
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Something Systemic Has Happened | Daniel Neilson
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Marc Cohodes: The Stock Market Is Not A Game
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The Banks Didn’t Hedge Enough | Mustafa Chowdhury
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This is NOT 2008 | Harris Kupperman
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Governor Kuroda: The Decade’s Most Consequential Central Banker
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Lyn Alden: Bank Runs And The Financial Repression End Game | Lyn Alden
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Michael Kao: Bank Bailout Allows The Fed To Tighten Even More
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The Bank Bailout Will Create Moral Hazard | Joseph Wang & Stephen Miran
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The Bank Crisis Is "Overblown" | Joseph Wang
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Danielle DiMartino Booth: A Banking Panic Makes The Fed’s Job More Difficult
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“Crazy Things” Are Happening In The Japanese Bond Market | Weston Nakamura
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Chris Whalen: The Fed Is To Blame For The Collapse of Silicon Valley Bank
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Does Powell Mean Business? | David Hay
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The Case For Bonds | Alfonso Peccatiello
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Breaking Down Warren Buffett's 2023 Shareholder Letter | Yun Li
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Navigating A "Structural Shift" In Markets | Joseph Wang & Martin Pelletier
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Mike Green: Recession Approaches As Housing & Car Markets Weaken
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Restrictions On Investments Into China Are Imminent | Harald Malmgren & Nicholas...
Forward Guidance
Doomberg & Steve Keen: The Green New Deal and Energy Security
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The Soft Landing Will Be Transitory | Bob Elliott & Andy Constan
Forward Guidance