505 Episoade

  1. Jim Bianco, Mark Yusko, & Jurrien Timmer on Real Interest Rates, Banking System, and Crypto (Panel at Permissionless 2023)

    Publicat: 18.09.2023

  2. Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview)

    Publicat: 17.09.2023

  3. Jim Bianco: No Recession, No Landing

    Publicat: 15.09.2023

  4. Andrew Beer: Hedge Funds Charge Way, Way Too Much

    Publicat: 14.09.2023

  5. Eric Basmajian: Why The U.S. Economy Hasn’t Entered Recession Yet (And Why He Is Confident It Will Soon)

    Publicat: 12.09.2023

  6. Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast)

    Publicat: 12.09.2023

  7. Milton Berg: The Stock Market Is In Trouble

    Publicat: 08.09.2023

  8. Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro

    Publicat: 06.09.2023

  9. "Credit Shock" In Commercial Real Estate | John Toohig, Victor Calanog, and Thomas LaSalvia

    Publicat: 05.09.2023

  10. David Rosenberg: A Recession Is Coming In The Next 6 Months

    Publicat: 31.08.2023

  11. Vincent Deluard: The “Magic Money” That Prevented Recession Is About To Disappear

    Publicat: 29.08.2023

  12. Business Cycle Slowdown Will Intensify Into Recession | Mike Singleton

    Publicat: 28.08.2023

  13. ESG: The 40 Trillion Dollar Bubble | Mark Neuman

    Publicat: 25.08.2023

  14. The Next Chapter in Emerging Markets Investing | Marshall Stocker, Co-Head of Emerging Markets, Morgan Stanley

    Publicat: 24.08.2023

  15. Government Debt Crisis Has Hit U.S. Banks | Bill Isaac, Former FDIC Chair

    Publicat: 22.08.2023

  16. The Banking System's Guardian Angel You've Never Heard Of | Michael Ericson & Dan Siciliano on Federal Home Loan Banks

    Publicat: 18.08.2023

  17. Ivy Zelman: Housing Market Downturn Isn't Over

    Publicat: 15.08.2023

  18. Fitch's U.S Debt Downgrade Was Justified | Danielle DiMartino Booth

    Publicat: 13.08.2023

  19. Rate Cuts May Not End Fed's Quantitative Tightening | Former Atlanta Fed President Dennis Lockhart

    Publicat: 12.08.2023

  20. Inside Camp Kotok | David Kotok on “Disastrous and Debilitating” Effect Of Debt Ceiling on Bond Markets

    Publicat: 11.08.2023

12 / 26

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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