TheBitCast

Forward Guidance

Autor: 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.Follow Felix: https://twitter.com/fejau_incFollow Forward Guidance: https://twitter.com/ForwardGuidance Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBWFollow Blockworks: https://twitter.com/Blockworks_Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidanceForward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

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  1. The Fed Is A Sideshow While The AI Trade Implodes | Weekly Roundup – Forward Guidance
  2. The Only Way Out Is Through | Weekly Roundup – Forward Guidance
  3. Where Is The Crypto Alpha Hiding This Cycle? – Forward Guidance
  4. The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup – Forward Guidance
  5. Robinhood & Lighter: Why Wall Street Is Moving Onchain – Forward Guidance
  6. America’s AI Boom Is Squeezing Main Street | Weekly Roundup – Forward Guidance
  7. The Bond Market Pain Isn't Over | Weekly Roundup – Forward Guidance
  8. The Fed Is Hiking Into A Growth Slowdown | Weekly Roundup – Forward Guidance
  9. The Market Is Mispricing A Correlation Shock | Dean Curnutt – Forward Guidance
  10. The Bond Market Is Trapping The Fed | Weekly Roundup – Forward Guidance
  11. Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber – Forward Guidance
  12. Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekly Roundup – Forward Guidance
  13. Treasury-Led Financial Repression Is Ushering In A Debasement Regime | Weekly Roundup – Forward Guidance
  14. The Growth Strategy Trapping The Fed | Darius Dale – Forward Guidance
  15. Washington Is Suppressing Volatility To Keep The AI Boom Alive | Weekly Roundup – Forward Guidance
  16. The Portfolio Built To Survive Every Crash | Jared Dillian – Forward Guidance
  17. The AI Unwind And Warsh's Long-End Gamble | Weekly Roundup – Forward Guidance
  18. AI Efficiency Is Repricing The Compute Market | Steve Hou – Forward Guidance
  19. The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup – Forward Guidance
  20. Think Like Everyone Else, Lose Like Everyone Else | Brent Donnelly – Forward Guidance
  21. The AI Trade Is Finally Cracking | Weekly Roundup – Forward Guidance
  22. How To Trade The New Warsh Fed | Bob Sheehan – Forward Guidance
  23. Is The Fed Panic Already Fading? | Weekly Roundup – Forward Guidance
  24. A New Era Is Beginning In Markets | Weekly Roundup – Forward Guidance
  25. The Warsh Fed Will Look Nothing Like Before | Joseph Wang – Forward Guidance
  26. Blockworks Acquires Messari – Forward Guidance
  27. Policy Intervention Is Keeping The Bull Market Alive | Weekly Roundup – Forward Guidance
  28. Warsh Must Choose The Dollar Or The Bond Market | Luke Gromen – Forward Guidance
  29. Why This Economy Refuses To Break | David Cervantes – Forward Guidance
  30. How To Trade The AI Productivity Boom | Weekly Roundup – Forward Guidance