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
LIVE From Permissionless | Forward Guidance & 1000x Collab Stream 2024-10-09
Stellar Jobs Report Sends Recession Odds Spiraling | Weekly Roundup 2024-10-05
Where The Next Big Bond Trade Is Hiding | Harley Bassman 2024-10-02
China's Liquidity Impulse, A Turning Point For Markets | Weekly Roundup 2024-09-27
Slowing But Growing: Why The U.S. Isn’t Headed For Recession | Prometheus Research 2024-09-24
What The Latest Fed Decision Means For Markets | Weekly Roundup 2024-09-24
Fed Is Easing Into Major Regime Shift | Darius Dale 2024-09-17
Richard Koo: China’s “Balance Sheet Recession” Has Already Started | (Jack’s Final Episode) 2024-09-13
CDO Whisperer Brett Jefferson on Securitization Markets and TruPS CDO Relics 2024-09-12
Structured Credit Maven Laila Kollmorgen on CLO’s Rally and Opportunity To Differentiate As Fundamentals Soften and Prices Climb | VanEck Fireside Chat #6 2024-09-11
Bitcoin's Path To $3 Million Dollars | Matthew Sigel 2024-09-10
Gold Stocks Are Undervalued | Imaru Casanova (VanEck Fireside Chat #4) 2024-09-06
There Will Be No Recession | Jonny Mathews 2024-09-05
The Labor Market Is Cooling | Talmon Smith & Jack Farley (Driving Back from Camp Kotok) 2024-09-05
India Is The Most Promising Emerging Market | Angus Shillington 2024-08-29
Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz 2024-08-27
Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession 2024-08-26
How the Dollar Will Be Gradually Eroded by Emerging Market Currencies | Eric Fine & Natalia Gurushina (VanEck Fireside Chat) 2024-08-22
The Strategies & Risks In Quant Trading | Mike Harris 2024-08-19
Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market 2024-08-12
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