498 Episodio

  1. The Fiscal Spiral Has No Off Switch | Weekly Roundup

    Pubblicato: 17/05/2025
  2. The Next Big Trade Is Hiding In Plain Sight | Citrini

    Pubblicato: 16/05/2025
  3. China Trade Deal Doesn't Change Where We're Headed | Luke Gromen

    Pubblicato: 14/05/2025
  4. The Fed's Strategy Is To Be Late | Weekly Roundup

    Pubblicato: 09/05/2025
  5. Supply Chain Expert Breaks Down The Fallout From Trump’s Trade War | Craig Fuller

    Pubblicato: 08/05/2025
  6. The Die Is Cast For A 2025 Recession | Neil Dutta

    Pubblicato: 07/05/2025
  7. The Strong Data Is A Mirage | Weekly Roundup

    Pubblicato: 02/05/2025
  8. Tariffs Are Reversing U.S Dollar Capital Flows | Bob Elliott

    Pubblicato: 30/04/2025
  9. Inflation Expectations Are Already Unanchored | Weekly Roundup

    Pubblicato: 25/04/2025
  10. The System Is Too Levered To Take Real Pain | Arthur Hayes

    Pubblicato: 23/04/2025
  11. US Assets Are Dead Money Without A Policy Shift | Weekly Roundup

    Pubblicato: 18/04/2025
  12. Why Systematic Macro Outperforms Discretionary | Market Radar

    Pubblicato: 17/04/2025
  13. BOTTOM IS IN, Says Trader Who Predicted The Crash | Mel Mattison

    Pubblicato: 16/04/2025
  14. The Biggest Market Crash Since 2020, What Next?

    Pubblicato: 14/04/2025
  15. The Trump Put Is In The Bond Market | Weekly Roundup

    Pubblicato: 11/04/2025
  16. Trump Is “Kitchen Sinking” The US Economy | Darius Dale

    Pubblicato: 09/04/2025
  17. This Is What Capitulation Feels Like | Weekly Roundup

    Pubblicato: 04/04/2025
  18. Liquidity Is Breaking And The Economy Is Next | Michael Howell

    Pubblicato: 02/04/2025
  19. Why Institutions Are Betting On Tokenization | LIVE Panel From DAS

    Pubblicato: 28/03/2025
  20. The Death Of American Exceptionalism? | Le Shrub

    Pubblicato: 26/03/2025

1 / 25

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

Visit the podcast's native language site