Castuner

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.

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Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.me/+nSVVT

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Episodes

636 episodes

  1. Long Gold And Short Semis Into Year-End? | Weekly Roundup 47:49
  2. Is The AI Selloff A Buying Opportunity? | Warren Pies 53:10
  3. The Fed Is A Sideshow While The AI Trade Implodes | Weekly Roundup 59:21
  4. The Only Way Out Is Through | Weekly Roundup 56:45
  5. Where Is The Crypto Alpha Hiding This Cycle? 32:56
  6. The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup 51:50
  7. Robinhood & Lighter: Why Wall Street Is Moving Onchain 20:03
  8. America’s AI Boom Is Squeezing Main Street | Weekly Roundup 53:59
  9. The Bond Market Pain Isn't Over | Weekly Roundup 1:01:33
  10. The Fed Is Hiking Into A Growth Slowdown | Weekly Roundup 1:12:30
  11. The Market Is Mispricing A Correlation Shock | Dean Curnutt 54:02
  12. The Bond Market Is Trapping The Fed | Weekly Roundup 45:23
  13. Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber 44:50
  14. Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekly Roundup 53:09
  15. Treasury-Led Financial Repression Is Ushering In A Debasement Regime | Weekly Roundup 53:42
  16. The Growth Strategy Trapping The Fed | Darius Dale 46:09
  17. Washington Is Suppressing Volatility To Keep The AI Boom Alive | Weekly Roundup 59:54
  18. The Portfolio Built To Survive Every Crash | Jared Dillian 32:02
  19. The AI Unwind And Warsh's Long-End Gamble | Weekly Roundup 49:03
  20. AI Efficiency Is Repricing The Compute Market | Steve Hou 43:50
  21. The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup 53:48
  22. Think Like Everyone Else, Lose Like Everyone Else | Brent Donnelly 46:20
  23. The AI Trade Is Finally Cracking | Weekly Roundup 46:44
  24. How To Trade The New Warsh Fed | Bob Sheehan 45:00
  25. Is The Fed Panic Already Fading? | Weekly Roundup 59:55
  26. A New Era Is Beginning In Markets | Weekly Roundup 1:04:23
  27. The Warsh Fed Will Look Nothing Like Before | Joseph Wang 39:37
  28. Blockworks Acquires Messari 28:59
  29. Policy Intervention Is Keeping The Bull Market Alive | Weekly Roundup 56:42
  30. Warsh Must Choose The Dollar Or The Bond Market | Luke Gromen 52:23
  31. Why This Economy Refuses To Break | David Cervantes 46:47
  32. How To Trade The AI Productivity Boom | Weekly Roundup 49:43
  33. Can The AI Driven Rally Continue? | Weekly Roundup 52:18
  34. The Consumer Cushion Is Almost Gone | Weekly Roundup 52:39
  35. The Fed Is Losing Its Easing Bias While AI Props Up The Economy | Neil Dutta 48:41
  36. Oil And AI Are Breaking The Middle Class | Weekly Roundup 54:19
  37. Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan 50:13
  38. Central Bank Control Is Breaking | Weekly Roundup 1:02:31
  39. The AI Bubble Is Widely Misunderstood | Steve Hou 55:42
  40. The Fed Is Irrelevant While CapEx Runs The Economy | Weekly Roundup 1:03:37
  41. Markets Are Misreading A Late Cycle Liquidity Crunch | Michael Howell 58:49
  42. Market Structure is Fueling an Inflation Trap | Weekly Roundup 37:18
  43. How the World’s Biggest Macro Hedge Funds Are Using AI | Jan Szilagyi 48:00
  44. Markets Are Trapped Between Geopolitical Chaos and AI Productivity Boom | Weekly Roundup 57:00
  45. The Iran War is Accelerating the End of Globalism | Jacob Shapiro 53:23
  46. Why AI Will Reprice The Entire Economy | Jordi Visser 32:42
  47. Market Structure is Distorting Reality as Inflation Builds | Weekly Roundup 1:01:05
  48. Fed Governor Miran on Why Inflation Fears Are Overstated 33:17
  49. The Fed Is Trapped As Oil Drives Inflation Higher | Weekly Roundup 41:04
  50. AI Will Drive The Biggest Boom In History | Raoul Pal 41:53