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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:

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All Episodes

105:33

How the Dollar Will Be Gradually Eroded by Emerging...

Forward Guidance ·

2024/08/22

This interview with Eric Fine & Natalia Gurushina delves into the potential of emerging markets, how they are affected by developed market weakness, and contrasting central bank strategies. We also discuss investing in China, emerging market reserve strategies, and de-dollarization. This interview is paid sponsorship on behalf of the VanEck corporation. Recorded on August 7, 2024.__ Follow Eric Fine on LinkedIn https://blckwrks.co/3SUlCPt Follow Natalia urushina on Twitter

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70:36

The Strategies & Risks In Quant Trading | Mike Harris

Forward Guidance ·

2024/08/19

This interview with Mike Harris explores the strategies and challenges of the Quest Hedge Fund, from CTA trend-following and AI trading models to the overcrowded quant equity space. We also dive into statistical arbitrage, multi-strat funds, the macro outlook, and the advantages & risks of using AI. -- Follow Mike Harris on Twitter https://x.com/mikeharris410?lang=en Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter

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155:47

Deficit Spending Will Send S&P 500 To 6,000 And...

Forward Guidance ·

2024/08/12

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.-- This interview with George Robertson and Mel Mattison explores why deficit spending will send stocks and risky assets higher. We also discuss the true risk-free rate and the Federal Reserve’s control over the Treasury Market, nominal GDP’s relationship to interest rates, and stock market valuations that could lead to a collapse in 2027. __ Follow George Robertson on

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79:50

The Rug Pull on Global Liquidity | Brent Johnson on...

Forward Guidance ·

2024/08/08

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.This interview was recorded on Friday, August 2, during Friday's sell-off but before the vicious sell-off on Monday. he did talk about the potential for an unwind of the yen carry trade before the crash in Japanese equities and the yen carry trade was widely blamed for Monday's steep decline. But Brent doesn't really care about being "right" he is an investor first and

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44:29

The Global Margin Call | Volatility Veteran Noel...

Forward Guidance ·

2024/08/05

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.__ Follow Noel Smith on Twitter https://x.com/NoelConvex Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Disclaimer: Nothing discussed on Forward Guidance should be

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97:00

Mike Green: Passive Stock Market Edifice Put To The...

Forward Guidance ·

2024/08/02

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.This interview was recorded at 10am ET on Friday, August 2. The jobs report, which was released 90 minutes prior at 8:30am ET, showed the unemployment rate move non-linearly up from 4.1% to 4.3%, and the stock market fell sharply and short-term interest rate futures market priced in a high likelihood of the Federal Reserve doing a DOUBLE (50 bps) cut by its September

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66:33

Following The "Fed Breadcrumbs" | Nick Timiraos on...

Forward Guidance ·

2024/08/01

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Nick Timiraos on Twitter https://x.com/NickTimiraos Nick’s work at WSJ: https://www.wsj.com/news/author/nick-timiraos Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter

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69:46

Why Credit Conditions Have Actually Eased Over Past...

Forward Guidance ·

2024/07/29

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) Introduction (01:36) The High-Yield Bond Market (10:08) VanEck Ad (10:48) Putting Money To Work When

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82:12

Tommy Thornton: Tech Stocks Are In A Bubble

Forward Guidance ·

2024/07/28

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Tommy Thornton on Twitter https://x.com/TommyThornton Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) Introduction (01:52) Tech Stocks Are In A

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76:22

How U.S. Treasury Is Fighting The Fed | Nouriel...

Forward Guidance ·

2024/07/23

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.New paper published by Hudson Bay Capital, written by Nouriel Roubini & Stephen Miran, “ATI: Activist Treasury Issuance and the Tug-of-War Over Monetary Policy”: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/635102_Activist_Treasury_Issuance_-_Hudson_Bay_Capital_Research.pdf Nouriel Roubini’s book discussed in the interview, “Political Cycles and the

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71:31

Banks Are Cleaning House Of Their Bad Assets | Chris...

Forward Guidance ·

2024/07/22

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Chris Whalen on Twitter https://x.com/rcwhalen Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) Introduction (00:44) Overview of Chris' Banking

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91:40

China Is Exporting Unemployment | Michael Pettis on...

Forward Guidance ·

2024/07/18

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.Follow Michael Pettis on Twitter https://x.com/michaelxpettis Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ Recent writings by Michael Pettis: “Which Country Should Design

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85:37

Peter Boockvar on an Overheated Stock Market, China’s...

Forward Guidance ·

2024/07/15

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.Follow Peter Boockvar on Twitter https://twitter.com/pboockvar Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) Introduction (00:48) Peter's Economic Worries: That Lower-End Consumers Are Already In A

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90:02

Airline Revenues Are Soaring. Their Profits Are Not |...

Forward Guidance ·

2024/07/11

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.Skift Airline Weekly https://airlineweekly.skift.com/ Jay Shabat’s Railroad Weekly https://railroadweekly.substack.com/ Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) Introduction (01:10)

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83:30

Why The Chinese Real Estate Downturn Won’t Sink The...

Forward Guidance ·

2024/07/08

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) Introduction (01:18) Has The Bearish Narrative On China's Collapse Gone Too Far? (05:50) Collapse Of Evergrande Was NOT A "Lehman Moment," Argues

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78:39

BCG Chief Economist: Artificial Intelligence Will...

Forward Guidance ·

2024/07/02

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) Introduction (00:46) Economic False Alarms Over Past 5 Years (05:44) The False Recession Signal of 2022 (19:36) VanEck Ad (20:17) What Is The Cause Of

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61:04

“Accident Brewing” | Neil Dutta on Rising Slowdown...

Forward Guidance ·

2024/06/27

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.Follow Renaissance Macro on Twitter https://x.com/RenMacLLC?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Follow RenMac website: https://t.co/VJIDWiWMkc Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter

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88:53

Oil & Crypto Trader Jonah van Bourg: Altcoins Going...

Forward Guidance ·

2024/06/25

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.Follow Jonah van Bourg on Twitter https://x.com/jvb_xyz Follow 1000x podcast on Twitter https://x.com/1000xPod Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter

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68:34

The Next Big Thing In Capital Markets | David Goone

Forward Guidance ·

2024/06/24

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. -- This week, David Goone CEO of tZERO joins the show for a discussion on the next big trend he is seeing within capital markets. We discuss David's time at the ICE exchange, acquisition as a growth strategy, the development of online trading, how to unlock liquidity for alternative assets & more. Enjoy! -- Follow tZERO on Twitter https://x.com/tZERO Follow VanEck on

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90:10

Venture Capitalist Who Called 2021 “Everything...

Forward Guidance ·

2024/06/20

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Midas’ website: https://midas.app/ Follow Midas on Twitter https://x.com/midasrwa Fabrice Grinda’s website: https://fabricegrinda.com/ Fabrice Grinda on Twitter https://x.com/fabricegrinda Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter

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