Forward Guidance

Un pódcast de Blockworks

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452 Episodo

  1. FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann

    Publicado: 8/1/2025
  2. Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews

    Publicado: 8/1/2025
  3. How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP

    Publicado: 28/12/2024
  4. Debating The Impact Of A Bitcoin Strategic Reserve | Travis Kling

    Publicado: 23/12/2024
  5. Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup

    Publicado: 21/12/2024
  6. This Is Peak Hawkishness From The Fed | Joseph Wang

    Publicado: 18/12/2024
  7. How Long Can The Goldilocks Market Last? | Weekly Roundup

    Publicado: 14/12/2024
  8. Rethinking Rate Cuts: Are We Fueling Inflation Or Controlling It? | Warren Mosler

    Publicado: 12/12/2024
  9. The Post-Payrolls Debate: Growth, Inflation, And Rate Cuts | Weekly Roundup

    Publicado: 7/12/2024
  10. Is The U.S. Entering A Golden Age Of Capitalism? | Dan Tapiero

    Publicado: 4/12/2024
  11. Why The Fed Rate Cuts Were A Mistake | Michael Kao

    Publicado: 25/11/2024
  12. Mastering Risk Management In A Rotational Market | Weekly Roundup

    Publicado: 23/11/2024
  13. Exercising Caution Amid Market Euphoria | Weekly Roundup

    Publicado: 16/11/2024
  14. Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran

    Publicado: 13/11/2024
  15. The Stock Market Melt Up Is About To Accelerate | George Robertson

    Publicado: 12/11/2024
  16. Positioning For The New Post-Election Market Regime | Weekly Roundup

    Publicado: 9/11/2024
  17. Biggest Takeaways From The Fed Interest Rate Decision | Bob Elliot

    Publicado: 8/11/2024
  18. Unpacking The Election’s Impact On Markets | Cem Karsan

    Publicado: 6/11/2024
  19. Why The Macro Is Still Bullish Liquidity | Weekly Roundup

    Publicado: 2/11/2024
  20. Where Are We In The Bull Market? | Jurrien Timmer

    Publicado: 29/10/2024

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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.

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