ACERCA DE ESTE 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 Blockworks: https://twitter.com/Blockworks_
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx
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
Presentadores:
Frecuencia de actualización:
weekly
Duración media del audio:
64 minutes
Entrevistas a invitados
Tiene patrocinadores
Inglés
Estados Unidos
633 episodios
desde 27 de octubre de 2021
episodic
AUDIENCE OF THIS PODCAST 🔗
~43.31% of listeners are from United States.
🇺🇸
US
43.31%
🇮🇪
IE
28.62%
🇩🇪
DE
3.64%
🇬🇧
GB
3.47%
🇰🇪
KE
3.12%
🇦🇺
AU
2.05%
🇮🇳
IN
2.01%
🇨🇦
CA
1.97%
🇨🇭
CH
1.58%
🇧🇪
BE
1.07%
🇧🇷
BR
0.85%
🇳🇱
NL
0.85%
🇪🇸
ES
0.64%
🇮🇹
IT
0.64%
🇫🇷
FR
0.51%
🇫🇮
FI
0.51%
🇲🇾
MY
0.42%
🇿🇦
ZA
0.38%
🇳🇴
NO
0.34%
🇸🇬
SG
0.34%
🇵🇰
PK
0.34%
🇹🇭
TH
0.34%
🇦🇪
AE
0.25%
🇯🇵
JP
0.21%
🇱🇹
LT
0.21%
🇵🇱
PL
0.17%
🇷🇸
RS
0.17%
🇦🇹
AT
0.17%
🇨🇿
CZ
0.17%
🇵🇭
PH
0.17%
🇵🇹
PT
0.12%
🇮🇱
IL
0.12%
🇪🇪
EE
0.12%
🇨🇴
CO
0.12%
Others
1.00%
* Data source: directly measured on Listen Notes. en tiempo real
ÚLTIMO EPISODIO 🔗
Is the AI trade now the only thing standing between the economy and a slowdown?
This week, we unpack why bonds are rallying through scalding inflation data and what that says about the current cycle and inflection point in markets.
We explore the collapse in October hike odds, why AI backst…
BUSCAR EPISODIOS ANTERIORES
Buscar episodios anteriores de Forward Guidance.
EPISODIOS ANTERIORES 🔗
Are onchain markets about to become the default way the world trades?
This week, Felix sits down live at DAS Singapore with Robinhood's Johann Kerbrat and Lighter's Vlad Novakovski to unpack the convergence of TradFi and crypto.
We explore 24/7 trading, why perps beat CFDs, pre-IPO and commod…
Can policymakers keep the AI boom alive without squeezing the rest of the economy?
This week, Aidan Garrib, PGM Global’s head of global macro strategy and research, joins us to explore the widening divide between Wall Street and Main Street.
We discuss what’s driving bond yields, housing’s sq…
The 10-year just closed at 5.22%, but the pain trade may be even higher.
This week, 40-year rates trading veteran DCP joins us as we examine the bond selloff and what it would take to actually break something and flip the pain trade in bonds.
We explore SOFR hike pricing, AI capex and private…
What happens when the Fed hikes into fading stimulus, slowing growth, and persistent inflation?
This week, we're joined by Vincent Deluard of StoneX Group to explore America’s emerging stagflation trap, AI’s economic support, and Europe’s potential Japan-style currency reset.
We also discuss …
Historically low volatility may be masking a meaningful shift in market risk and the AI trade.
This week, Macro Risk Advisors CEO and Alpha Exchange Host Dean Curnutt explains why unusually low stock correlations make tail hedging increasingly compelling.
We explore volatility pricing, crowde…
Bond investors are testing whether policymakers can suppress yields without reigniting the inflation they claim to fear.
This week, we unpack the political incentives, stubborn prices, and Fed’s looming credibility test currently testing markets.
We explore the massive increase to Treasury bu…
The 60/40 portfolio was built for an old regime, but what replaces bonds when fiscal dominance and currency debasement become structural?
This week, Bitwise CIO Matt Hougan and Proficio CIO Bob Haber join the show to explore how hard assets fit into modern portfolio construction.
We discuss h…
The macro establishment is turning on itself as Stan Druckenmiller challenges Scott Bessent’s efforts to suppress long-term Treasury yields.
This week, we unpack the Druck-Bessent clash and what it reveals about fiscal policy, Fed independence, and market intervention.
We also preview Warsh's…
Treasury is quietly taking control of financial conditions and the market implications could trigger a new wave in the debasement trade.
This week, Felix and Quinn unpack Treasury’s accelerating intervention in long-term yields and why it could reignite the rotation into hard assets as policymak…
Descargo de responsabilidad: El podcast y el arte incluidos en esta página son de Blockworks, que es propiedad de su propietario y no está afiliado ni respaldado por Listen Notes, Inc.
MOTOR DE BÚSQUEDA DE PODCAST
Puede utilizar nuestro sitio web para buscar podcasts de3,824,403y episodios de195,739,884por personas, lugares o temas.
Invertir en conocimiento ofrece el mejor rendimiento, por eso escucho podcasts.
‐ Benjamin "Llamacorn" Franklin
BUSCAR EPISODIOS ANTERIORES
Buscar episodios anteriores de Forward Guidance.
RECLAMAR ESTE PODCAST
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post anuncios clasificados for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
entrevista con podcaster...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
nuestra cuenta oficial de X (antes Twitter) will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
EDITAR
Gracias por ayudar a mantener actualizada la base de datos de podcasts.
