Forward Guidance
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
Show episodes
In this episode, Neil Dutta from Renaissance Macro joins the show to discuss why he didn’t call for a recession in previous years but IS calling for one in 2025, why the labor market is looking bleak, and how tariffs, wages, and oil play into the inflation outlook. We also delve into what the Fed should be doing headed
This week, we discuss the strong jobs report and why next month is the time to look for weakness, the tariff strategy and how it’s bleeding into economic data, and people missing the forest for the trees in the Trump agenda. We also delve into the Treasury QRA, measuring Treasury market stress and why an intervention r
In this episode, Bob Elliott joins the show to discuss the reversal of U.S Dollar capital flows after the announcement of Trump's tariffs. We deep dive into the U.S balance of payments problem, the changing economic order, why the U.S Dollar continues to get sold & how to structure a portfolio in this environment. Enjo
This week, Danny Dayan joins the show to discuss his “Doom Loop” of factors weakening the dollar and increasing inflation, why inflation expectations are unanchored, and the importance of remaining nimble in fast-moving markets. We also delve into how we’re seeing equities, rate cuts, and bonds through 2025, whether th
In this episode, Arthur Hayes joins the show to discuss Trump’s slew of concessions sending markets higher, the evolving US-China strategy, and Bitcoin decoupling from US assets as tariffs reduce the US capital account surplus. We also delve into Treasury buybacks, the Fed & SLR exemption, potential catalysts that woul
This week, we discuss Powell’s hawkish speech, how to think about trading tariffs and the weaponization of the US account deficit, and whether we should expect a significant growth slowdown. We also delve into rate cuts & the yield curve, why Bitcoin is the trade after the trade, and more. Enjoy! — Follow Capital Flows
