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 Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

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Title Date published
Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes 2023-10-09
Lyn Alden: The Monetary Order Is Broken 2023-10-05
The Great Bond Bear Steepening | Alfonso Peccatiello 2023-10-03
Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent 2023-09-28
GameStop, Citadel, And The Fleecing Of Small Investors | Spencer Jakab 2023-09-26
Former CFTC Commissioner Brian Quintenz On Crypto Regulation 2023-09-25
The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson 2023-09-23
Danielle DiMartino Booth: Jay Powell Just “Went Way Off Script” At September Fed Meeting 2023-09-20
SEC Commissioner Hester Peirce on Regulation In Crypto, SPACs, and Money Market Funds 2023-09-20
Jim Bianco, Mark Yusko, & Jurrien Timmer on Real Interest Rates, Banking System, and Crypto (Panel at Permissionless 2023) 2023-09-18
Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview) 2023-09-17
Jim Bianco: No Recession, No Landing 2023-09-15
Andrew Beer: Hedge Funds Charge Way, Way Too Much 2023-09-14
Eric Basmajian: Why The U.S. Economy Hasn’t Entered Recession Yet (And Why He Is Confident It Will Soon) 2023-09-12
Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast) 2023-09-12
Milton Berg: The Stock Market Is In Trouble 2023-09-08
Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro 2023-09-06
"Credit Shock" In Commercial Real Estate | John Toohig, Victor Calanog, and Thomas LaSalvia 2023-09-05
David Rosenberg: A Recession Is Coming In The Next 6 Months 2023-08-31
Vincent Deluard: The “Magic Money” That Prevented Recession Is About To Disappear 2023-08-29
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