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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565 episodios disponibles

Latest episodes of the podcast Forward Guidance

Mostrando página 6 de 29

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
Global Yields Nearing A Breaking Point | Weekly Roundup 10/01/2025
FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann 08/01/2025
Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews 08/01/2025
How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP 28/12/2024
Debating The Impact Of A Bitcoin Strategic Reserve | Travis Kling 23/12/2024
Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup 21/12/2024
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