Forward Guidance

159
Business #173, Investing #57

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://twitter.com/Blockworks_Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidanceForward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

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Recent Episodes
  • The Trump–Elon Fallout Proves Nothing Stops The Spending Train | Weekly Roundup
    Jun 6, 2025 – 56:19
  • The New Regime People Don’t Want To Accept | Jim Bianco
    Jun 4, 2025 – 01:05:23
  • Trump’s Tariff War Gets Sidelined By The Courts | Weekly Roundup
    May 30, 2025 – 54:43
  • The US Economy Is About To Take Off And Bring Stocks With It | David Cervantes
    May 28, 2025 – 56:04
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    May 23, 2025 – 54:47
  • America Is Risking A Liz Truss Moment | Kevin Muir
    May 21, 2025 – 01:11:35
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    May 14, 2025 – 52:43
  • The Fed's Strategy Is To Be Late | Weekly Roundup
    May 9, 2025 – 56:21
  • Supply Chain Expert Breaks Down The Fallout From Trump’s Trade War | Craig Fuller
    May 8, 2025 – 54:28
  • The Die Is Cast For A 2025 Recession | Neil Dutta
    May 7, 2025 – 51:49
  • The Strong Data Is A Mirage | Weekly Roundup
    May 2, 2025 – 57:01
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    Apr 30, 2025 – 52:41
  • Inflation Expectations Are Already Unanchored | Weekly Roundup
    Apr 25, 2025 – 01:16:19
  • The System Is Too Levered To Take Real Pain | Arthur Hayes
    Apr 23, 2025 – 47:11
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    Apr 18, 2025 – 53:24
  • Why Systematic Macro Outperforms Discretionary | Market Radar
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    Apr 11, 2025 – 01:01:00
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    Mar 26, 2025 – 01:00:00
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    Mar 12, 2025 – 01:05:09
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    Mar 5, 2025 – 44:34
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    Feb 21, 2025 – 48:19
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    Feb 20, 2025 – 01:10:56
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    Feb 5, 2025 – 49:26
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    Jan 22, 2025 – 57:38
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    Jan 17, 2025 – 47:29
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