Forward Guidance

A podcast by Blockworks

Categories:

431 Episodes

  1. The Price of Time | Edward Chancellor & Joseph Wang

    Published: 7/6/2023
  2. The Little-Known Entity That’s Lent Over $1 Trillion To U.S. Banks (10x The Fed!) | Professor Kathryn Judge on The Federal Home Loan Bank (FHLB) System

    Published: 7/3/2023
  3. What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"

    Published: 7/2/2023
  4. Will The Fed Get Their Soft Landing? | Weekly Round Up

    Published: 7/1/2023
  5. Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth

    Published: 6/30/2023
  6. The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR

    Published: 6/26/2023
  7. The Shiny New Derivative That’s Taken Over Wall Street | Kris Sidial on Zero Day To Expiration (0DTE) Options & Tail Risk During A Volatility Bear Market

    Published: 6/25/2023
  8. Return Of The Bull Market? | On The Margin Round Up

    Published: 6/24/2023
  9. Michael Howell: "QE Is Coming Back, Big Time"

    Published: 6/22/2023
  10. SPACs Are Bonds, Actually | Louis Camhi

    Published: 6/19/2023
  11. Jay Powell’s Plan To Kill The “Fed Put” | Danielle DiMartino Booth

    Published: 6/15/2023
  12. Did The Fed Just Back Down? | Joseph Wang & Michael Ippolito

    Published: 6/14/2023
  13. Higher For Longer | Robert Kaplan, Former Dallas Fed President & CEO

    Published: 6/12/2023
  14. The Holy Grail of Macro Investing | Eric Crittenden

    Published: 6/12/2023
  15. The Music Is About To Stop: John Toohig & Randy Woodward on Bank Lending, Deflation, and Secondary Loan Liquidity

    Published: 6/9/2023
  16. Artificial Intelligence Bubble Has Only Just Begun, Says Citrini7, World's Hottest A.I. Stockpicker

    Published: 6/7/2023
  17. Coinbase Sued By SEC | Casey Wagner

    Published: 6/6/2023
  18. The Fed Put Still Lives | Vincent Daniel

    Published: 6/6/2023
  19. Joseph Wang & Alex Etra: Trillion-Dollar Liquidity Drain Imminent

    Published: 6/6/2023
  20. Rate Hikes Are Inflationary, Says Warren Mosler, Godfather of Modern Monetary Theory (MMT)

    Published: 6/1/2023

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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.