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_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx
| Title
|
Date published
|
|
|
|
Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities
|
2024-02-05
|
|
|
|
Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley
|
2024-02-01
|
|
|
|
U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey
|
2024-01-29
|
|
|
|
Chris Whalen: Commercial Real Estate "Trainwreck” Will Hit Banking System, Consumer Credit Is Normalizing, and Interest Rate Cuts Won’t Do Much To Help Banks
|
2024-01-26
|
|
|
|
David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba
|
2024-01-25
|
|
|
|
Neil Dutta: Why There Was No Recession In 2023
|
2024-01-22
|
|
|
|
Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy
|
2024-01-18
|
|
|
|
Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor
|
2024-01-16
|
|
|
|
Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported
|
2024-01-16
|
|
|
|
Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High
|
2024-01-14
|
|
|
|
Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening
|
2024-01-13
|
|
|
|
Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing?
|
2024-01-11
|
|
|
|
Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation
|
2024-01-08
|
|
|
|
Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades
|
2024-01-05
|
|
|
|
Dispatches From India | Andrei Stetsenko, Partner at Farley Capital
|
2024-01-04
|
|
|
|
Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust
|
2024-01-02
|
|
|
|
The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian
|
2023-12-30
|
|
|
|
Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans
|
2023-12-25
|
|
|
|
Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par
|
2023-12-21
|
|
|
|
Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades
|
2023-12-19
|
|
|
