Forward Guidance
Blockworks
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_incFollow Forward Guidance: https://twitter.com/ForwardGuidance Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBWFollow Blockworks: https://twitter.com/Blockworks_Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidanceForward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx
Episodes
Mentioned books
4 snips
Jun 12, 2024 • 1h 9min
“Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy
Financial analyst Jim Bianco discusses the potential for 3-4% inflation and 4-5% interest rates, highlighting the Federal Reserve's position on higher inflation. The podcast explores the implications of diverse opinions within the Fed, the impact of a statement on inflation slightly above the 2% target, and the analysis of U.S. economy's reliance on the medical field for job creation. Additionally, it delves into economic data, recession predictions, and the performance of actively managed bond ETFs.
Jun 10, 2024 • 1h 25min
Secrets of the Federal Reserve’s Unconventional Monetary Policy | William English, former Director of Division of Monetary Affairs for the Fed Board of Governors, on Quantitative Easing (QE) and Forward Guidance
Former Director of Division of Monetary Affairs for the Fed Board of Governors, William English, discusses the fiscal implications of low interest rates post-pandemic, the impact of interest rates on fiscal decisions, the Fed's unconventional monetary policy tools like QE, and the challenges of managing the Fed's balance sheet strategy.
10 snips
Jun 6, 2024 • 1h 32min
Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)
Expert in macroeconomics and global markets, Patrick Perret-Green discusses China exporting deflation, US labor market softening, central bankers' forward-looking strategies, Chinese national accounts, bond market dynamics, currency trades, and financial implications of war.
Jun 5, 2024 • 1h 4min
The Modular Integration Spectrum | Keone & Zon
Keone from Monad and Zon from Initia discuss the spectrum between modular and integrated blockchain designs, exploring decentralization, performance, scalability, AppChains, rollups, composability challenges, EVM compatibility, scaling blockchains, and building Web3 communities organically.
Jun 4, 2024 • 1h 1min
Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered
Jens Nordvig, an expert in Japan's Zero Interest Rate Policy (ZIRP), discusses the rising wages in Japan and the potential end of Yield Curve Control. He speculates on when the Bank of Japan might raise interest rates and shares his views on the Japanese Yen. Nordvig also touches on U.S. Dollar and U.S. Rates in an insightful conversation.
Jun 1, 2024 • 46min
The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup
Economic analyst Jack Farley discusses why inflation is still a problem despite early signs of economic slowdown. They explore the concept of a 'vibecession,' housing market challenges, investment strategies, potential rate cuts, and geopolitical moves. The conversation also delves into market dynamics, cultural reactions to public figures, and voting rights. A mix of economic insights and insightful banter.
May 31, 2024 • 1h 16min
Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)
Contrarian analyst Jason Shapiro discusses being bearish on industrial metals, neutral on stocks, and bullish on bonds. Topics include warning signs in the market, copper as a popular trade, concerns about central banks, and the impact of fiscal deficits. Shapiro shares insights on Nvidia, challenges in trading off a macro view, and the bond market positioning. He also emphasizes caution in investing strategies, skepticism towards Chinese stocks, and the importance of market breadth analysis.
May 30, 2024 • 1h 15min
Jack Ryan on The Housing Cartel That's Stifling The American Economy
Author Jack Ryan exposes the monopoly-like behavior of real estate institutions in the US, questioning fixed 5.5% fees. Discussion on MLS, Zillow's impact, Rex Homes, and potential market responses to fee changes. Lawsuit against Zillow and NAR for antitrust issues. Analysis of housing market, interest rates, and economy impact of fee reductions.
May 30, 2024 • 46min
In This Economy? | Kyla Scanlon
Author Kyla Scanlon discusses economic challenges in 'In This Economy?' podcast. Topics include U.S. housing crisis, wealth inequality, political polarization, origin of money, and MMT theory. Scanlon explores elder care costs, consumer spending trends, and dispels economic misconceptions.
May 23, 2024 • 1h 54min
James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World
James Fishback discusses his dispute with Greenlight Capital, emphasizing his role in macro returns. The podcast delves into job roles, running macro investing, and defining responsibilities. It also explores the dynamics of decision-making in hedge funds and the importance of truth and transparency in a competitive environment.
