Forward Guidance

193K subscribers

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://x.com/fejau_inc Follow Forward Guidance: https://x.com/ForwardGuidance Follow Blockworks: https://x.com/Blockworks Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx

1:01:34

The Bond Market Pain Isn't Over | Weekly Roundup

Forward Guidance · 17K views · 7 days ago

45:24

The Bond Market Is Trapping The Fed | Weekly Roundup

Forward Guidance · 18K views · 3 weeks ago

56:43

Policy Intervention Is Keeping The Bull Market Alive | Weekly Roundup

Forward Guidance · 8.8K views · 3 months ago

54:00

America’s AI Boom Is Squeezing Main Street | Weekly Roundup

Forward Guidance · 7.6K views · 12 hours ago

46:21

Think Like Everyone Else, Lose Like Everyone Else | Brent Donnelly

Forward Guidance · 8.2K views · 2 months ago

46:48

Why This Economy Refuses To Break | David Cervantes

Forward Guidance · 8.3K views · 3 months ago

59:56

Is The Fed Panic Already Fading? | Weekly Roundup

Forward Guidance · 11K views · 3 months ago

54:20

Oil And AI Are Breaking The Middle Class | Weekly Roundup

Forward Guidance · 12K views · 4 months ago

46:45

The AI Trade Is Finally Cracking | Weekly Roundup

Forward Guidance · 10K views · 2 months ago

53:10

Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekly Roundup

Forward Guidance · 23K views · 1 month ago

52:19

Can The AI Driven Rally Continue? | Weekly Roundup

Forward Guidance · 10K views · 4 months ago

44:51

Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber

Forward Guidance · 13K views · 1 month ago

53:49

The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup

Forward Guidance · 13K views · 2 months ago

1:01:06

Market Structure is Distorting Reality as Inflation Builds | Weekly Roundup

Forward Guidance · 12K views · 5 months ago

45:01

How To Trade The New Warsh Fed | Bob Sheehan

Forward Guidance · 5.4K views · 3 months ago

33:18

Fed Governor Miran on Why Inflation Fears Are Overstated

Forward Guidance · 3.8K views · 6 months ago

50:14

Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan

Forward Guidance · 8.2K views · 4 months ago

53:43

Treasury-Led Financial Repression Is Ushering In A Debasement Regime | Weekly Roundup

Forward Guidance · 14K views · 1 month ago

YouTube, with the door locked.

Aegis plays a clean stream instead of YouTube's player, so pre-roll ads, trackers, and fingerprinting never ride along. Drop Shields any time if you want the official player back.