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
|
|
|
|
Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth
|
2023-06-30
|
|
|
|
The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR
|
2023-06-26
|
|
|
|
The Shiny New Derivative That’s Taken Over Wall Street | Kris Sidial on Zero Day To Expiration (0DTE) Options & Tail Risk During A Volatility Bear Market
|
2023-06-25
|
|
|
|
Return Of The Bull Market? | On The Margin Round Up
|
2023-06-24
|
|
|
|
Michael Howell: "QE Is Coming Back, Big Time"
|
2023-06-22
|
|
|
|
SPACs Are Bonds, Actually | Louis Camhi
|
2023-06-19
|
|
|
|
Jay Powell’s Plan To Kill The “Fed Put” | Danielle DiMartino Booth
|
2023-06-15
|
|
|
|
Did The Fed Just Back Down? | Joseph Wang & Michael Ippolito
|
2023-06-14
|
|
|
|
Higher For Longer | Robert Kaplan, Former Dallas Fed President & CEO
|
2023-06-12
|
|
|
|
The Holy Grail of Macro Investing | Eric Crittenden
|
2023-06-12
|
|
|
|
The Music Is About To Stop: John Toohig & Randy Woodward on Bank Lending, Deflation, and Secondary Loan Liquidity
|
2023-06-09
|
|
|
|
Artificial Intelligence Bubble Has Only Just Begun, Says Citrini7, World's Hottest A.I. Stockpicker
|
2023-06-07
|
|
|
|
Coinbase Sued By SEC | Casey Wagner
|
2023-06-06
|
|
|
|
The Fed Put Still Lives | Vincent Daniel
|
2023-06-06
|
|
|
|
Joseph Wang & Alex Etra: Trillion-Dollar Liquidity Drain Imminent
|
2023-06-06
|
|
|
|
Rate Hikes Are Inflationary, Says Warren Mosler, Godfather of Modern Monetary Theory (MMT)
|
2023-06-01
|
|
|
|
The Debt Ceiling Approaches | Joseph Wang & Dominique Dwor-Frecaut
|
2023-05-28
|
|
|
|
Long Stocks, Long Dollar, Short Gold | Jason Shapiro
|
2023-05-26
|
|
|
|
Bull Market In Oil Is Over (For Now) | Paul Sankey
|
2023-05-22
|
|
|
|
The Return Of Bank Runs | Sheila Bair, Former FDIC Chair
|
2023-05-19
|
|
|