Blockworks

Forward Guidance

Business EN ↓ 615 episodes

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/forwardguida...

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Blockworks

Episodes

The Next Big Thing In Capital Markets | David Goone 24.06.2024 1:08:34

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...

Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins 20.06.2024 1:30:10

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 Tw...

Citrini on 2024 Election Portfolio Construction And AI “Mania” 18.06.2024 1:46:22

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Citrini on Twitter https://x.com/Citrini7 Follow Citrini on Substack https://www.citriniresearch.com/ Citrini 1-Year Anniversary Piece: https://www.citriniresearch.com/p/citrindex-one-year-anniversary Citrini, “Election 2024: Investment Implications & Preparati...

Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest Rate Hikes | Eric Pachman’s Data-Visualizations On Why Inflation & Hiring Are Sticky 17.06.2024 1:37:57

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Eric Pachman on Twitter https://x.com/EricPachman Follow Bancreek on Twitter https://x.com/bancreek Bancreek’s CPI tool: https://www.bancreek.com/p/checking-the-tape-may-2024-cpiu Bancreek’s PCE tool: https://www.bancreek.com/p/april-2024-pce-update Bancreek’s...

Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market 13.06.2024 1:19:37

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Barry Knapp on Twitter https://x.com/barryknapp?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https...

“Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy 12.06.2024 1:08:54

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Jim Bianco on Twitter @biancoresearch 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 https...

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 10.06.2024 1:25:06

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. William English’s work at the Yale Program on Financial Stability: https://som.yale.edu/faculty-research/faculty-directory/william-b-english William English’s co-authored new book, “Monetary Policy Responses to Post-Pandemic Inflation”: https://cepr.org/about/news/pre...

Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time) 06.06.2024 1:32:08

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Patrick Perret-Green on Twitter https://x.com/PPGMacro 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...

The Modular Integration Spectrum | Keone & Zon 05.06.2024 1:03:44

In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale blockchains horizontally vs vertically. To close out...

Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered 04.06.2024 1:00:57

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Jens Nordvig on Twitter https://x.com/jnordvig ExAnte Data on Twitter https://x.com/ExanteData MarketReader on Twitter https://x.com/MarketReaderInc Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 F...

The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup 01.06.2024 46:21

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Jack Farley joins us to discuss the biggest stories of the week. With economic data showing early signs of slowing, we deep dive into why inflation is still a problem for most citizens & although we are no...

Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now) 31.05.2024 1:16:28

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Jason Shapiro on Twitter https://x.com/Crowded_Mkt_Rpt Jason Shapiro website https://www.crowdedmarketreport.com/ Jason Shapiro YouTube channel https://www.youtube.com/@crowdedmarketreport Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Tw...

Jack Ryan on The Housing Cartel That's Stifling The American Economy 30.05.2024 1:15:07

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Jack Ryan’s book: https://www.simonandschuster.com/books/Bringing-Adam-Smith-into-the-American-Home/Jack-Ryan/9798888451946 Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on...

In This Economy? | Kyla Scanlon 30.05.2024 46:26

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Kyla Scanlon’s Book, “In This Economy?” https://www.penguinrandomhouse.com/books/737854/in-this-economy-by-kyla-scanlon/ Follow Kyla Scanlon on Twitter https://x.com/kylascan Follow Kyla Scanlon on TikTok https://www.tiktok.com/@kylascan Kyla Scanlon’s website https:/...

James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World 23.05.2024 1:53:59

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. __ Views expressed by James Fishback in this interview are solely his own and do not necessarily reflect the views of Jack Farley, Forward Guidance, Blockworks, or any other associated parties. Although the title “head of macro” plays a central role in this ongoing le...

Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes 20.05.2024 1:35:06

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. __ Follow Mel Mattison on Twitter https://x.com/MelMattison1 Mel Mattison’s book https://www.melmattison.com/quoz Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter h...

Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors 16.05.2024 1:19:25

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Follow Nick Givanovic on Twitter https://twitter.com/nickgiva1 Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on...

Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker 14.05.2024 1:10:50

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Follow Keith Dicker on Twitter https://twitter.com/IceCapGlobal Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance o...

Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case 09.05.2024 1:02:06

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Follow Alf on Twitter https://twitter.com/MacroAlf Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter htt...

Andy Constan: The Bond Market Will Take The Stock Market Down With It 06.05.2024 56:36

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Follow Andy Constan on Twitter https://twitter.com/dampedspring Follow Two Gray Beards on Twitter https://twitter.com/2Graybeards Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on...

Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle 02.05.2024 1:25:09

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Follow Vincent Deluard on Twitter https://twitter.com/VincentDeluard Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guida...

Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024 01.05.2024 1:12:17

For access to 20% discount to annual subscription of Danielle DiMartino Booth’s “Daily Feather”: https://dimartinobooth.substack.com/forward Or use code “FORWARD” at checkout. Deal expires on May 23, 2024. 20% discount applies to first year subscription. __ Follow Danielle DiMartino Booth on Twitter https://twitter.com/DiMartinoBooth Follow Jack Farley on Twitter https://twitter.com/JackFarley96 F...

The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund 30.04.2024 1:05:18

This is a paid sponsorship on behalf of Van Eck Associates Corporation. Today’s episode of Forward Guidance is a special fireside chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund. Kanade shares his philosophy for investing in crypto, and discusses his views on Prior to joining VanEck, Mr. Kanade worked as a Credit Portfolio Manager at Millennium Management. Pranav...

The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman 25.04.2024 51:52

This week Harris Kupperman returns to the show for a discussion on how he is thinking about markets in 2024. Expecting bonds to continue selling off, will equity markets crumble or continue to melt up as fiscal dominance takes the reigns? Harris then shares his thoughts on some of the best opportunities he is seeing in markets such as oil, gold miners, uranium & more. Enjoy! -- Forward Guidance is...

Can The U.S Handle High Interest Rates Past 2024? | Ben Miller 22.04.2024 1:21:18

This week Ben Miller Fundrise Co-Founder and CEO joins the show. We begin by discussing the U.S public debt problem as debt to GDP remains elevated over 100%. For the second half of the conversation, we deep dive into the current state of the U.S real estate market focusing primarily on CRE. Enjoy! -- Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vane...