Forward Guidance

Un podcast de Blockworks

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469 Épisodes

  1. The Market Is OVERREACTING to Policy Uncertainty | Jeff deGraaf

    Publié: 05/03/2025
  2. The Market Leads The Economy—And It’s Heading Down | Weekly Roundup

    Publié: 28/02/2025
  3. The Fed's Balance Sheet Plans Are Kryptonite For Risk Assets | Andy Constan

    Publié: 26/02/2025
  4. Unpacking The Fed & Treasury’s Master Plan | Weekly Roundup

    Publié: 21/02/2025
  5. Volatility Hedge Fund Manager Unpacks Derivatives Misconceptions | Benn Eifert

    Publié: 20/02/2025
  6. Is Trump Actually Good For Markets? | Weekly Roundup

    Publié: 14/02/2025
  7. The Credit Cycle Is Just Getting Started | Andreas Steno Larsen

    Publié: 12/02/2025
  8. Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup

    Publié: 07/02/2025
  9. The U.S. Job Market Is On The Brink | Danielle DiMartino Booth

    Publié: 05/02/2025
  10. Trading Crypto's Weekend Meltdown | 1000x

    Publié: 04/02/2025
  11. Positioning For Trump's Policy Flip Flops | Weekly Roundup

    Publié: 31/01/2025
  12. What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell

    Publié: 29/01/2025
  13. Trump Vs The Fed: The Battle Over Rates, Growth, & Inflation | Weekly Roundup

    Publié: 24/01/2025
  14. Why FX Volatility Will Dominate Markets In 2025 | Brent Donnelly

    Publié: 22/01/2025
  15. CPI, Yields, & The Growth Debate | Weekly Roundup

    Publié: 17/01/2025
  16. What A Growth Scare Means For The Fed & Markets | Warren Pies

    Publié: 15/01/2025
  17. Global Yields Nearing A Breaking Point | Weekly Roundup

    Publié: 10/01/2025
  18. FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann

    Publié: 08/01/2025
  19. Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews

    Publié: 08/01/2025
  20. How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP

    Publié: 28/12/2024

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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. 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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