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

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Title Date published
Chris Whalen on Big Bank Earnings and the Return of Credit Risk 2023-04-14
The Commercial Real Estate Default Cycle Has Only Just Begun | Dan McNamara 2023-04-12
Lou Crandall & Joseph Wang: A Monetary Plumbing Masterclass 2023-04-10
A Recession Is “Somewhat Unavoidable,” Says Liz Ann Sonders 2023-04-06
The Next Chapter In Interest Rate History | Dr. Richard Sylla 2023-04-05
The Bank Panic Is Already Over (Here’s Why) | John Maxfield 2023-04-04
Peter Stella & Joseph Wang on Debt Death Spirals, Monetarism, and The Fiscal Theory Of The Price Level 2023-04-03
Commercial Real Estate Is In Serious Trouble | Nick Halaris 2023-03-30
Former Central Banker on China, Global Discord, and Financial Stability | Sir Paul Tucker 2023-03-27
The Next Phase Of The Banking Crisis | Joseph Wang & Randy Woodward 2023-03-23
Michael Howell: Can The Fed Keep Raising Rates During A Banking Crisis? | Michael Howell 2023-03-22
Something Systemic Has Happened | Daniel Neilson 2023-03-21
Marc Cohodes: The Stock Market Is Not A Game 2023-03-20
The Banks Didn’t Hedge Enough | Mustafa Chowdhury 2023-03-19
This is NOT 2008 | Harris Kupperman 2023-03-17
Governor Kuroda: The Decade’s Most Consequential Central Banker 2023-03-16
Lyn Alden: Bank Runs And The Financial Repression End Game | Lyn Alden 2023-03-15
Michael Kao: Bank Bailout Allows The Fed To Tighten Even More 2023-03-14
The Bank Bailout Will Create Moral Hazard | Joseph Wang & Stephen Miran 2023-03-13
The Bank Crisis Is "Overblown" | Joseph Wang 2023-03-13
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