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.

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Title	Date published
Exercising Caution Amid Market Euphoria | Weekly Roundup	2024-11-16
Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran	2024-11-13
The Stock Market Melt Up Is About To Accelerate | George Robertson	2024-11-12
Positioning For The New Post-Election Market Regime | Weekly Roundup	2024-11-09
Biggest Takeaways From The Fed Interest Rate Decision | Bob Elliot	2024-11-08
Unpacking The Election’s Impact On Markets | Cem Karsan	2024-11-06
Why The Macro Is Still Bullish Liquidity | Weekly Roundup	2024-11-02
Where Are We In The Bull Market? | Jurrien Timmer	2024-10-29
Is It Too Late To Buy Election Hedges? | Weekly Roundup	2024-10-26
Breaking Down The Current Business Cycle | Eric Basmajian	2024-10-22
Debating The Election’s Impact On Markets | Weekly Roundup	2024-10-19
The Bull Market Is Broadening | Tony Greer	2024-10-16
What is Macro Telling Us? | Weekly Roundup	2024-10-12
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

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