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
Neil Dutta: Why There Was No Recession In 2023 2024-01-22
Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy 2024-01-18
Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor 2024-01-16
Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported 2024-01-16
Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High 2024-01-14
Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening 2024-01-13
Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing? 2024-01-11
Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation 2024-01-08
Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades 2024-01-05
Dispatches From India | Andrei Stetsenko, Partner at Farley Capital 2024-01-04
Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust 2024-01-02
The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian 2023-12-30
Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans 2023-12-25
Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par 2023-12-21
Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades 2023-12-19
Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans 2023-12-12
The Banking System Is Healing | Dan Siciliano & Michael Ericson 2023-12-11
Felix Zulauf: The End Of The Liquidity Cycle Approaches 2023-12-07
Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies 2023-12-04
Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg 2023-12-01
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