MENGENAI PODCAST INI 🔗
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
Hos:
Kekerapan kemas kini:
weekly
Purata panjang audio:
64 minutes
Temu bual tetamu
Mempunyai penaja
Bahasa Inggeris
Amerika Syarikat
631 episod
sejak 27 Okt 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. masa nyata
EPISOD TERKINI 🔗
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 ...
CARI EPISOD LEPAS
Cari episod lepas bagi Forward Guidance.
EPISOD SEBELUMNYA 🔗
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 priv ...
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 discu ...
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, cro ...
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 ...
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 discus ...
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 Wars ...
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 policy ...
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 ...
Washington is shifting from monetary management toward state-directed capitalism and the consequences could reshape where capital flows next.
This week, Tyler joins us for his final roundup before heading to Shoten Capital, unpacking the shift toward state-directed growth and volatility suppr ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Blockworks, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.
ENJIN PENCARIAN PODCAST
Anda boleh menggunakan tapak web kami untuk mencari podcast3,822,708dan episod195,605,884mengikut orang, tempat atau topik.
I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
CARI EPISOD LEPAS
Cari episod lepas bagi Forward Guidance.
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