
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: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx
Episodes

Rate Hikes Are Inflationary, Says Warren Mosler, Godfather of Modern Monetary Theory (MMT)
In this episode of Forward Guidance, Jack Farley interviews Warren Mosler, a pioneer of Modern Monetary Theory (MMT), about the potential economic fallout from a US debt ceiling crisis and the broader implications of MMT. Mosler argues that a debt ceiling breach could trigger a rapid economic downturn due to reduced go...
The Debt Ceiling Approaches | Joseph Wang & Dominique Dwor-Frecaut
Long Stocks, Long Dollar, Short Gold | Jason Shapiro
Bull Market In Oil Is Over (For Now) | Paul Sankey
The Return Of Bank Runs | Sheila Bair, Former FDIC Chair
Nicholas Glinsman on Banks, Commercial Real Estate, and China
The Fed's Playbook for Fighting Bank Panics, Now vs. The Great Depression | Dr. Jane Knodell
Why Bank Money Is “Disappearing” | Patrick Perret-Green
Why The U.S. Dollar Could Fall Even In A Recession | Jens Nordvig
Michael Pettis: China's Economic Growth Model Is Dying
The Fed’s "Controlled Demolition" of The Financial System | Danielle DiMartino Booth
Nick Timiraos: The Fed Doesn't Want Bank Failures In The News
Fed Downplays Bank Crisis As Another Bank Teeters | Jim Bianco
A Wild Ride In The Oil Market | Josh Young
The Failure of First Republic Bank | Chris Whalen & Randy Woodward
Dr. Perry Mehrling on The Dollar Standard, Globalization of Shadow Banking, and Charles Kindleberger
Jared Dillian: Sentiment Is Still Really, Really Bad
Nathan Tankus on The "Pozsar Moment" In Shadow Banking
Jeff Snider: The Credit Crunch Is Here As Ultra Rare Bond Market Signal Flashes Red For First Time Since 2008
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