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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551 episodios disponibles

Latest episodes of the podcast Forward Guidance

Mostrando página 5 de 28

Be Careful Buying The Dip Here | Weekly Roundup 14/03/2025
The Bottom Is In For Yields, NOT Equities | Vincent Deluard 12/03/2025
Bearish Sentiment Is Overblown | Weekly Roundup 08/03/2025
The US is Risking Stagflation | Mohamed El-Erian 07/03/2025
The Market Is OVERREACTING to Policy Uncertainty | Jeff deGraaf 05/03/2025
The Market Leads The Economy—And It’s Heading Down | Weekly Roundup 28/02/2025
The Fed's Balance Sheet Plans Are Kryptonite For Risk Assets | Andy Constan 26/02/2025
Unpacking The Fed & Treasury’s Master Plan | Weekly Roundup 21/02/2025
Volatility Hedge Fund Manager Unpacks Derivatives Misconceptions | Benn Eifert 20/02/2025
Is Trump Actually Good For Markets? | Weekly Roundup 14/02/2025
The Credit Cycle Is Just Getting Started | Andreas Steno Larsen 12/02/2025
Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup 07/02/2025
The U.S. Job Market Is On The Brink | Danielle DiMartino Booth 05/02/2025
Trading Crypto's Weekend Meltdown | 1000x 04/02/2025
Positioning For Trump's Policy Flip Flops | Weekly Roundup 31/01/2025
What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell 29/01/2025
Trump Vs The Fed: The Battle Over Rates, Growth, & Inflation | Weekly Roundup 24/01/2025
Why FX Volatility Will Dominate Markets In 2025 | Brent Donnelly 22/01/2025
CPI, Yields, & The Growth Debate | Weekly Roundup 17/01/2025
What A Growth Scare Means For The Fed & Markets | Warren Pies 15/01/2025
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