Forward Guidance

Forward Guidance

Por: Blockworks
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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565 episodios disponibles

Latest episodes of the podcast Forward Guidance

Commodities & Cyclicals Are 2026’s Mega-Cap Tech | Weekly Roundup 09/01/2026
Future Growth Will Be Driven By Banks, Not the Fed | Andy Constan 07/01/2026
The Market Has Already Picked Its Winners for 2026 | Tony Greer 31/12/2025
Why This Isn’t A Bubble & Early 2026 Looks Like Goldilocks | Warren Pies 24/12/2025
Why Today’s Economy Serves Assets, Not Workers | Harris Kupperman 19/12/2025
How To Position In A "Slowdown" Regime | Market Radar 17/12/2025
Fed Embraces "Run It Hot" For Powell's Final Months | Weekly Roundup 11/12/2025
The Global Economy Runs on Perpetual Stimulus | Keith Dicker 10/12/2025
AI & Central Planning Are Propping Up the Economy | Weekly Roundup 05/12/2025
The Hidden Fractures Behind America’s “Resilient” Economy | Aahan Menon 03/12/2025
The AI Economy Is Leaving Labor Behind | Weekly Roundup 27/11/2025
AI Is Ushering in an Entirely New Economic Paradigm | Jordi Visser 26/11/2025
AI’s CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup 20/11/2025
Why Cross-Border Flows Matter More Than Rate Cuts | Capital Flows 19/11/2025
Hawkish Fed, Credit Stress & A K-Shaped America | Weekly Roundup 14/11/2025
LTCM Co-Founder on Risk, Leverage & Simplicity | Victor Haghani 12/11/2025
America’s Two-Tier Economy Is Breaking Down | Weekly Roundup 07/11/2025
The Next Chapter For Blockworks | Empire 05/11/2025
The Fed's Hawkish Cut & The Financial Hunger Games | Weekly Roundup 31/10/2025
Deficits Are Forcing the Fed Back Into Expansion | Lyn Alden 29/10/2025
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