Forward Guidance

A podcast by Blockworks

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431 Episodes

  1. Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins

    Published: 6/20/2024
  2. Citrini on 2024 Election Portfolio Construction And AI “Mania”

    Published: 6/18/2024
  3. Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest Rate Hikes | Eric Pachman’s Data-Visualizations On Why Inflation & Hiring Are Sticky

    Published: 6/17/2024
  4. Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market

    Published: 6/13/2024
  5. “Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy

    Published: 6/12/2024
  6. Secrets of the Federal Reserve’s Unconventional Monetary Policy | William English, former Director of Division of Monetary Affairs for the Fed Board of Governors, on Quantitative Easing (QE) and Forwa

    Published: 6/10/2024
  7. Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)

    Published: 6/6/2024
  8. The Modular Integration Spectrum | Keone & Zon

    Published: 6/5/2024
  9. Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered

    Published: 6/4/2024
  10. The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup

    Published: 6/1/2024
  11. Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)

    Published: 5/31/2024
  12. Jack Ryan on The Housing Cartel That's Stifling The American Economy

    Published: 5/30/2024
  13. In This Economy? | Kyla Scanlon

    Published: 5/30/2024
  14. James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World

    Published: 5/23/2024
  15. Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes

    Published: 5/20/2024
  16. Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors

    Published: 5/16/2024
  17. Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker

    Published: 5/14/2024
  18. Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case

    Published: 5/9/2024
  19. Andy Constan: The Bond Market Will Take The Stock Market Down With It

    Published: 5/6/2024
  20. Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle

    Published: 5/2/2024

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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.