이 팟캐스트 소개 🔗
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
진행자:
업데이트 빈도:
weekly
평균 오디오 길이:
64 minutes
게스트 인터뷰
스폰서 있음
영어
미국
에피소드 632 개
2021년 10월 27일부터
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. 실시간
최신 에피소드 🔗
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…
이전 에피소드 🔗
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…
Running the economy hot may keep growth alive, but it creates a dangerous balancing act for markets.
Darius Dale, founder of 42 Macro, joins us to explain why today’s reflationary regime demands a different investing playbook.
We also discuss rising neutral rates, bond-market pressure, Fed cr…
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