O TYM PODKAŚCIE 🔗
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
Prowadzący:
Częstotliwość aktualizacji:
weekly
Średnia długość dźwięku:
64 minutes
Wywiady gościnne
Ma sponsorów
Język angielski
Stany Zjednoczone
632 odcinków
od 27 października 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. w czasie rzeczywistym
NAJNOWSZY ODCINEK 🔗
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…
WYSZUKAJ MINIONE ODCINKI
Wyszukaj minione odcinki Forward Guidance.
POPRZEDNIE ODCINKI 🔗
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…
Zastrzeżenie: Podcast i grafika osadzone na tej stronie pochodzą z Blockworks, który jest własnością jego właściciela i nie jest powiązany ani wspierany przez Listen Notes, Inc.
WYSZUKIWARKA PODCASTÓW
Możesz skorzystać z naszej strony internetowej, aby wyszukiwać podcasty3,822,730i odcinki195,635,356według osób, miejsc lub tematów.
If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
WYSZUKAJ MINIONE ODCINKI
Wyszukaj minione odcinki Forward Guidance.
ZGŁOŚ PRAWA DO TEGO PODCASTU
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 ogłoszenia drobne 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
wywiad z podcasterem...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
nasze oficjalne konto na X (dawniej 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
EDYTUJ
Dziękujemy za pomoc w aktualizowaniu podcastowej bazy danych.
