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

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The Bond Market Is Trapping The Fed | Weekly Roundup
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Policy Intervention Is Keeping The Bull Market Alive | Weekly Roundup
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Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber
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The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup
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Fed Governor Miran on Why Inflation Fears Are Overstated
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