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…
624 episodes · business
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
- 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 h 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 Jul · 44 min
- The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup17 Jul · 54 min
- Think Like Everyone Else, Lose Like Everyone Else | Brent Donnelly8 Jul · 46 min
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