About this 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…
628 episodes · Investeren
Forward Guidance
About this 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…
Recent episodes
- Robinhood & Lighter: Why Wall Street Is Moving Onchain13 Oct · 20 min
- America’s AI Boom Is Squeezing Main Street | Weekly Roundup4 Oct · 54 min
- The Bond Market Pain Isn't Over | Weekly Roundup25 Sept · 1 h 02 min
- The Fed Is Hiking Into A Growth Slowdown | Weekly Roundup18 Sept · 1 h 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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