Forward Guidance 

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
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
The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trade, and the Exaggerated Rumors of the Dollar’s Demise	2024-08-08
The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol, and How He’s Trading VIX Spike & Stock Market Crash	2024-08-05
Mike Green: Passive Stock Market Edifice Put To The Test As Recession A Near Certainty	2024-08-02
Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election	2024-08-01
Why Credit Conditions Have Actually Eased Over Past Year | Oaktree’s Wayne Dahl on High-Yield Bonds, Leveraged Loans, Private Credit, and the Recession Yet To Arrive	2024-07-29
Tommy Thornton: Tech Stocks Are In A Bubble	2024-07-28
How U.S. Treasury Is Fighting The Fed | Nouriel Roubini & Stephen Miran on Treasury’s $800 Billion of “Stealth QE” via “Activist Treasury Issuance” (ATI)	2024-07-23
Banks Are Cleaning House Of Their Bad Assets | Chris Whalen	2024-07-22

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