Über diesen Podcast
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…
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Forward Guidance
Über diesen Podcast
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…
Neue Folgen
- Robinhood & Lighter: Why Wall Street Is Moving Onchain13. Okt. · 20 Min.
- America’s AI Boom Is Squeezing Main Street | Weekly Roundup4. Okt. · 54 Min.
- The Bond Market Pain Isn't Over | Weekly Roundup25. Sept. · 1 Std. 02 Min.
- The Fed Is Hiking Into A Growth Slowdown | Weekly Roundup18. Sept. · 1 Std. 13 Min.
- The Market Is Mispricing A Correlation Shock | Dean Curnutt16. Sept. · 54 Min.
- The Bond Market Is Trapping The Fed | Weekly Roundup11. Sept. · 45 Min.
- Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber2. Sept. · 45 Min.
- Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekly Roundup27. Aug. · 53 Min.
- Treasury-Led Financial Repression Is Ushering In A Debasement Regime | Weekly Roundup20. Aug. · 54 Min.
- The Growth Strategy Trapping The Fed | Darius Dale12. Aug. · 46 Min.
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