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…
624 Folgen · business
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
- 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.
- Washington Is Suppressing Volatility To Keep The AI Boom Alive | Weekly Roundup7. Aug. · 1 Std. 00 Min.
- The Portfolio Built To Survive Every Crash | Jared Dillian5. Aug. · 32 Min.
- The AI Unwind And Warsh's Long-End Gamble | Weekly Roundup3. Aug. · 49 Min.
- AI Efficiency Is Repricing The Compute Market | Steve Hou22. Juli · 44 Min.
- The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup17. Juli · 54 Min.
- Think Like Everyone Else, Lose Like Everyone Else | Brent Donnelly8. Juli · 46 Min.
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