Forward Guidance

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

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Every guest on Forward Guidance

287 guests, ranked by how many people never want them back.

1. —
   Richard Koo

   Richard Koo: China’s “Balance Sheet Recession” Has Already Started | (Jack’s Final Episode) · Sep 2024

   0 votes

   Never again
2. —
   Richard Sandor

   The Eurodollar Market Is “Dead,” Says Godfather of Financial Derivatives | Dr. Richard Sandor · Sep 2022

   0 votes

   Never again
3. —
   Richard Sylla

   The Next Chapter In Interest Rate History | Dr. Richard Sylla · Apr 2023

   0 votes

   Never again
4. —
   Rory Johnston

   OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil · 2 episodes

   0 votes

   Never again
5. —
   Sal Mercogliano

   The Global Shipping Crisis Is Not Over | Sal Mercogliano · Aug 2022

   0 votes

   Never again
6. —
   Samuel Rines
   0 votes

   Never again
7. —
   Stephen Clapham

   Hunting for Hidden Financial Risks | Stephen Clapham · Nov 2021

   0 votes

   Never again
8. —
   Stephen Miran

   Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran · Nov 2024

   0 votes

   Never again
9. —
   Steven Kelly

   The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly · Jul 2023

   0 votes

   Never again
10. —
    Talmon Smith

    The Labor Market Is Cooling | Talmon Smith & Jack Farley (Driving Back from Camp Kotok) · Sep 2024

    0 votes

    Never again
11. —
    Victor Haghani

    LTCM Co-Founder on Risk, Leverage & Simplicity | Victor Haghani · Nov 2025

    0 votes

    Never again
12. —
    Vincent Deluard

    The Bottom Is In For Yields, NOT Equities | Vincent Deluard · 6 episodes

    0 votes

    Never again
13. —
    Wayne Dahl

    Why Credit Conditions Have Actually Eased Over Past Year | Oaktree’s Wayne Dahl on High-Yield Bonds, Leveraged Loans, Private Credit, and the Recession Yet To Arrive · Jul 2024

    0 votes

    Never again
14. —
    Alex Campbell

    The End of Globalism, AI Acceleration & the Political Horseshoe | Alex Campbell · 2 episodes

    0 votes

    Never again
15. —
    Hester Peirce

    SEC Commissioner Hester Peirce on Regulation In Crypto, SPACs, and Money Market Funds · Sep 2023

    0 votes

    Never again
16. —
    Michael Robbins

    The Laws Of Quantitative Investing | Michael Robbins · Jul 2023

    0 votes

    Never again
17. —
    Brett Jefferson

    CDO Whisperer Brett Jefferson on Securitization Markets and TruPS CDO Relics · Sep 2024

    0 votes

    Never again
18. —
    Jordi Visser

    Why AI Will Reprice The Entire Economy | Jordi Visser · 2 episodes

    0 votes

    Never again
19. —
    Porter Collins
    0 votes

    Never again
20. —
    Sheila Bair

    The Return Of Bank Runs | Sheila Bair, Former FDIC Chair · May 2023

    0 votes

    Never again
21. —
    Thomas Majewski

    Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades · Dec 2023

    0 votes

    Never again
22. —
    Vincent Daniel

    The Fed Put Still Lives | Vincent Daniel · 2 episodes

    0 votes

    Never again
23. —
    Adrian Helfert

    Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness · Feb 2024

    0 votes

    Never again
24. —
    Alex Gurevich

    Finding The Next Perfect Trade | Alex Gurevich · 2 episodes

    0 votes

    Never again
25. —
    Alfonso Peccatiello

    Trump’s Tariffs Could Stall Growth Before 2026 Surge | Alfonso Peccatiello · 8 episodes

    0 votes

    Never again
26. —
    Andrew Beer

    Andrew Beer: Hedge Funds Charge Way, Way Too Much · Sep 2023

    0 votes

    Never again
27. —
    Carson Block

    Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust · 2 episodes

    0 votes

    Never again
28. —
    Cem Karsan

    Markets Are Entering A Wartime Economy | Cem Karsan · 2 episodes

    0 votes

    Never again
29. —
    Chris Whalen

    Banks Are Cleaning House Of Their Bad Assets | Chris Whalen · 8 episodes

    0 votes

    Never again
30. —
    Danielle DiMartino Booth

    The U.S. Job Market Is On The Brink | Danielle DiMartino Booth · 13 episodes

    0 votes

    Never again
31. —
    Darius Dale

    The Growth Strategy Trapping The Fed | Darius Dale · 7 episodes

    0 votes

    Never again
32. —
    David R. Kotok

    David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba · 2 episodes

    0 votes

    Never again
33. —
    David Rosenberg

    David Rosenberg: A Recession Is Coming In The Next 6 Months · Aug 2023

    0 votes

    Never again
34. —
    Edward Chancellor

    The Price of Time | Edward Chancellor & Joseph Wang · Jul 2023

    0 votes

    Never again
35. —
    Eric Crittenden

    The Holy Grail of Macro Investing | Eric Crittenden · Jun 2023

    0 votes

    Never again
36. —
    Felix Zulauf

    Felix Zulauf: The End Of The Liquidity Cycle Approaches · 3 episodes

    0 votes

    Never again
37. —
    Harris Kupperman

    Why Today’s Economy Serves Assets, Not Workers | Harris Kupperman · 6 episodes

    0 votes

    Never again
38. —
    Ivy Zelman

    Ivy Zelman: Housing Market Downturn Isn't Over · Aug 2023

    0 votes

    Never again
39. —
    Jared Dillian

    The Portfolio Built To Survive Every Crash | Jared Dillian · 5 episodes

    0 votes

    Never again
40. —
    Jason Hsu

    The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks · Apr 2024

    0 votes

    Never again