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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

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

  1. —
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  2. —
    Mike Harris

    The Strategies & Risks In Quant Trading | Mike Harris · Aug 2024

    0 votes
  3. —
    Mike McGlone

    Commodity Prices Are Due For A Severe Correction, Says Mike McGlone · Nov 2022

    0 votes
  4. —
    Mike Singleton

    Business Cycle Slowdown Will Intensify Into Recession | Mike Singleton · Aug 2023

    0 votes
  5. —
    Milton Berg

    Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929 · 3 episodes

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  8. —
    Mustafa Chowdhury

    The Banks Didn’t Hedge Enough | Mustafa Chowdhury · Mar 2023

    0 votes
  9. —
    Nanette Jacobson

    The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson · Sep 2023

    0 votes
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  12. —
    Neal Berger

    Bear Market Not Over, Says Veteran Trader Who Made 163% Return in 2022 | Neal Berger · Feb 2023

    0 votes
  13. —
    Nicholas Glinsman

    The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman · 4 episodes

    0 votes
  14. —
    Nick Givanovic

    Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors · May 2024

    0 votes
  15. —
    Nick Halaris

    Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock · 2 episodes

    0 votes
  16. —
    Nick Reece

    No Clear Sign Of Recession Yet, Says Nick Reece · Jul 2022

    0 votes
  17. —
    Patrick Perret-Green

    Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time) · 2 episodes

    0 votes
  18. —
    Patrick Saner

    Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility · Feb 2024

    0 votes
  19. —
    Paul Hodges

    Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening · 5 episodes

    0 votes
  20. —
    Paul Latronica

    Convertible Bonds: The Everything Asset Class | Paul Latronica · Aug 2022

    0 votes
  21. —
    Paul Sankey

    Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts · 2 episodes

    0 votes
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  23. —
    Pranav Kanade

    The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund · Apr 2024

    0 votes
  24. —
    Prometheus Macro

    Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro · Sep 2023

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  26. —
    Richard Field

    The Fed Blundered In 2008 —And It’s Blundering Now | Richard Field · Oct 2022

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  27. —
    Ronald Stöferle

    Stagflation 2.0 Is Here To Stay | Ronald Stöferle and Mark Valek · 2 episodes

    0 votes
  28. —
    Sam Burns

    Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns · 3 episodes

    0 votes
  29. —
    Scott Freeman

    Liquidity In Crypto Is Declining | Scott Freeman · Nov 2022

    0 votes
  30. —
    Sean Fielder

    Can Gold Withstand the Liquidity Drain? | Sean Fielder · May 2022

    0 votes
  31. —
    Sidney Powell

    DeFi Lending Will Eat Wall Street By 2030 | Sidney Powell · Jun 2025

    0 votes
  32. —
    Simon Ree

    Key Principles For Successful Trading | Simon Ree · Apr 2023

    0 votes
  33. —
    Steven Bregman

    The Hidden Risks of Passive Investing | Steven Bregman · Dec 2021

    0 votes
  34. —
    Ted Oakley

    The Bear Market Has Only Just Begun | Ted Oakley · Sep 2022

    0 votes
  35. —
    Teddy Vallee

    The “Short Everything” Trade | Teddy Vallee · Apr 2022

    0 votes
  36. —
    Tracy Shuchart

    Why Are Commodities Crashing? | Tracy Shuchart · 2 episodes

    0 votes
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  38. —
    Vítor Constâncio

    Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System · Jul 2023

    0 votes
  39. —
    Warren Mosler

    Rethinking Rate Cuts: Are We Fueling Inflation Or Controlling It? | Warren Mosler · 2 episodes

    0 votes
  40. —
    Willem Middelkoop

    Gold to $10,000 in The Big Reset | Willem Middelkoop · Mar 2022

    0 votes

Recent episodes

635 episodes from the feed, newest first.

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  2. The Fed Is A Sideshow While The AI Trade Implodes | Weekly Roundup
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  9. The Fed Is Hiking Into A Growth Slowdown | Weekly Roundup
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  10. The Market Is Mispricing A Correlation Shock | Dean Curnutt

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  13. Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekly Roundup
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  17. The Portfolio Built To Survive Every Crash | Jared Dillian

    with Jared Dillian

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  18. The AI Unwind And Warsh's Long-End Gamble | Weekly Roundup
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  19. AI Efficiency Is Repricing The Compute Market | Steve Hou

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  20. The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup
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  21. Think Like Everyone Else, Lose Like Everyone Else | Brent Donnelly

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  22. The AI Trade Is Finally Cracking | Weekly Roundup
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  23. How To Trade The New Warsh Fed | Bob Sheehan

    with Bob Sheehan

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  24. Is The Fed Panic Already Fading? | Weekly Roundup
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  25. A New Era Is Beginning In Markets | Weekly Roundup
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