Forward Guidance
By 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. 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/+nSVVT
Episodes (16)
Fed Governor Miran on Why Inflation Fears Are Overstated
Market Structure is Distorting Reality as Inflation Builds | Weekly Roundup
Why AI Will Reprice The Entire Economy | Jordi Visser
The Iran War is Accelerating the End of Globalism | Jacob Shapiro
Markets Are Trapped Between Geopolitical Chaos and AI Productivity Boom | Weekly Roundup
How the World’s Biggest Macro Hedge Funds Are Using AI | Jan Szilagyi
Market Structure is Fueling an Inflation Trap | Weekly Roundup
Markets Are Misreading A Late Cycle Liquidity Crunch | Michael Howell
The Fed Is Irrelevant While CapEx Runs The Economy | Weekly Roundup
The AI Bubble Is Widely Misunderstood | Steve Hou
Central Bank Control Is Breaking | Weekly Roundup
Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan
Oil And AI Are Breaking The Middle Class | Weekly Roundup
The Fed Is Losing Its Easing Bias While AI Props Up The Economy | Neil Dutta
The Consumer Cushion Is Almost Gone | Weekly Roundup
Can The AI Driven Rally Continue? | Weekly Roundup
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