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: twitter.com/fejau_inc Follow Forward Guidance: twitter.com/ForwardG... more
Publishes | Twice weekly | Episodes | 536 | Founded | 4 years ago |
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Number of Listeners | Categories | BusinessInvestingNewsBusiness News |
In this episode, Co-Founder of BitMEX & CIO of Maelstrom Arthur Hayes shares his macro view on the erosion of Fed independence, inevitable money printing, and how these forces intersect with crypto markets. He covers Bitcoin’s performance versus gold... more
This week, we discuss the Fed rate cut and dovish pivot, exacerbating the K-shaped economy, why the dollar could be bottoming, and why gold helps Quinn sleep at night. We also dig into Bitcoin’s correlation to gold, the hollowing out of public market... more
In this episode, Professor of Political Economy at Cambridge Helen Thompson joins the show to discuss how Trump’s trade war, China’s energy and rare earth dominance, the Western Hemisphere’s oil boom, and NATO’s fiscal squeeze are reshaping global po... more
This week, Quinn and Tyler cover lighter-than-expected PPI data, the Fed’s shifting focus from inflation to labor, deep labor-market revisions showing a “two-speed” U.S. economy, surging AI/data-center CapEx alongside weakening Main Street, and the c... more
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The constant ref to “tradfi” and “fiat” in total seriousness was too much in the end. That and the comment from the loud guy that “actually I heard people really like it” in reference to troops in D.C. Absolute clown.
I usually like this podcast but grow weary of the rejoicing in the pain of others.
Fantastic intersection of informative, actionable content and entertainment. Best host of a financial podcast I’ve listened to. Love it.
July 3 episode lots of complaining how many solutions not sure about that boys I really come here to hear some solutions to the problems not just whining about daycare cost
This podcast serves up interesting conversations about market news. However, it’s all narrative based and lacks quantitative nuance. I do like that they touch on crypto and the new generation of investors/traders that largely operate on vibes. However, the show would benefit by discarding Tyler who is an idiot Bitcoin maxi and never has anything substantive to add except for ‘ummm buy bitcoin’.
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This content-rich series tackles the evolving dynamics of macro investing, focusing on the changes in monetary policy, asset classes, and the implications for investors. Features insightful dialogues with leading figures in finance who share their perspectives on trends such as cryptocurrency, regulatory frameworks, and traditional finance adaptations. Noteworthy discussions also cover socio-economic factors affecting market behavior, emphasizing the intersections between politics, economic policies, and global trends. Potential listeners can expect a blend of analytical insight and practical advice from experts in a landscape that is continually shifting.
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These podcasts share a similar audience with Forward Guidance:
1. Monetary Matters with Jack Farley
2. Macro Voices
3. The Market Huddle
4. Thoughtful Money with Adam Taggart
5. Supply Shock
Forward Guidance launched 4 years ago and published 536 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Forward Guidance include:
1. Helen Thompson
2. David Schamis
3. Bob Diamond
4. Alfonso Peccatiello
5. David Grider
6. Tom Lee
7. Brent Donnelly
8. Bob Elliott
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