Forward Guidance

A podcast by Blockworks

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496 Episodes

  1. Biggest Takeaways From The Fed Interest Rate Decision | Bob Elliot

    Published: 11/8/2024
  2. Unpacking The Election’s Impact On Markets | Cem Karsan

    Published: 11/6/2024
  3. Why The Macro Is Still Bullish Liquidity | Weekly Roundup

    Published: 11/2/2024
  4. Where Are We In The Bull Market? | Jurrien Timmer

    Published: 10/29/2024
  5. Is It Too Late To Buy Election Hedges? | Weekly Roundup

    Published: 10/26/2024
  6. Breaking Down The Current Business Cycle | Eric Basmajian

    Published: 10/22/2024
  7. Debating The Election’s Impact On Markets | Weekly Roundup

    Published: 10/19/2024
  8. The Bull Market Is Broadening | Tony Greer

    Published: 10/16/2024
  9. What is Macro Telling Us? | Weekly Roundup

    Published: 10/12/2024
  10. LIVE From Permissionless | Forward Guidance & 1000x Collab Stream

    Published: 10/9/2024
  11. Stellar Jobs Report Sends Recession Odds Spiraling | Weekly Roundup

    Published: 10/5/2024
  12. Where The Next Big Bond Trade Is Hiding | Harley Bassman

    Published: 10/2/2024
  13. China's Liquidity Impulse, A Turning Point For Markets | Weekly Roundup

    Published: 9/27/2024
  14. Slowing But Growing: Why The U.S. Isn’t Headed For Recession | Prometheus Research

    Published: 9/24/2024
  15. What The Latest Fed Decision Means For Markets | Weekly Roundup

    Published: 9/24/2024
  16. Fed Is Easing Into Major Regime Shift | Darius Dale

    Published: 9/17/2024
  17. Richard Koo: China’s “Balance Sheet Recession” Has Already Started | (Jack’s Final Episode)

    Published: 9/13/2024
  18. CDO Whisperer Brett Jefferson on Securitization Markets and TruPS CDO Relics

    Published: 9/12/2024
  19. Structured Credit Maven Laila Kollmorgen on CLO’s Rally and Opportunity To Differentiate As Fundamentals Soften and Prices Climb | VanEck Fireside Chat #6

    Published: 9/11/2024
  20. Bitcoin's Path To $3 Million Dollars | Matthew Sigel

    Published: 9/10/2024

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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