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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Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
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550 episodios disponibles

Latest episodes of the podcast Forward Guidance

Mostrando página 2 de 28

Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk 03/09/2025
The Post-Summer Market Rotation is Here | Weekly Roundup 29/08/2025
Trump’s Tariffs Could Stall Growth Before 2026 Surge | Alfonso Peccatiello 27/08/2025
Will Powell’s Jackson Hole Speech Break Markets? | Weekly Roundup 21/08/2025
Crypto Credit Markets Will Rewrite Risk Management | David Grider 20/08/2025
Markets Are Underestimating the Risk of a 10–15% Correction | Weekly Roundup 15/08/2025
Should We Be Worried About Jobs Report Revisions? | Guy Berger 13/08/2025
The Financial Repression Endgame | Weekly Roundup 08/08/2025
Markets Haven’t Priced In The End of Fiscal Tailwinds | Andy Constan 06/08/2025
Will Market Euphoria Cool Off In August? | Weekly Round-Up 01/08/2025
Breaking Down The FOMC Meeting with Joseph Wang, Brent Donnelly & Bob Elliot 30/07/2025
The Fed Is Fueling A New Inflation Wave | Danny Dayan 30/07/2025
Welcome to Peak Monetary Policy Theater | Weekly Roundup 26/07/2025
Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig 25/07/2025
The Great Ponzi-fication Of Markets | Weekly Roundup 18/07/2025
We’re Entering The Final Phase Of Fiscal Dominance | David Beckworth 16/07/2025
The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel 09/07/2025
Unpacking The Crypto Treasury Meta 04/07/2025
All Roads Lead To Debasement | Weekly Roundup 04/07/2025
Bringing The Long Tail Of Markets Onchain 02/07/2025
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