Forward Guidance

A podcast by Blockworks

Categories:

431 Episodes

  1. Breaking Down The Current Business Cycle | Eric Basmajian

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 9/12/2024
  14. 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
  15. Bitcoin's Path To $3 Million Dollars | Matthew Sigel

    Published: 9/10/2024
  16. Gold Stocks Are Undervalued | Imaru Casanova (VanEck Fireside Chat #4)

    Published: 9/6/2024
  17. There Will Be No Recession | Jonny Mathews

    Published: 9/5/2024
  18. The Labor Market Is Cooling | Talmon Smith & Jack Farley (Driving Back from Camp Kotok)

    Published: 9/5/2024
  19. India Is The Most Promising Emerging Market | Angus Shillington

    Published: 8/29/2024
  20. Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz

    Published: 8/27/2024

1 / 22

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.