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Forward Guidance summaries
Every long episode from Forward Guidance, read in minutes: the key takeaways, the chapters, and a digest of the whole conversation. 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 futu…
Market Structure is Distorting Reality as Inflation Builds | Weekly Roundup
Market structure and geopolitical events are creating inflationary pressures and dislocated asset prices, making traditional investing strategies challenging.
Fed Governor Miran on Why Inflation Fears Are Overstated
Fed Governor Moran argues inflation fears are overstated due to positive supply shocks like AI and deregulation, while labor market cools, suggesting monetary policy should move towards neutral.
AI Will Drive The Biggest Boom In History | Raoul Pal
AI is the biggest race of all time, poised to drive an unprecedented boom by creating a new species of intelligent robots. This will fundamentally reshape economies and human roles, with crypto serving as the essential rails for this future.
Escalating Energy Shock Exposing Central Bank Limits | Weekly Roundup
The energy shock is escalating, exposing central bank limitations and creating dislocations in global markets, particularly impacting energy-dependent nations.
The Macro Chain Reaction of Oil Shocks | Bob Elliott
Oil shocks create a difficult stagflationary scenario by increasing inflation and decreasing real growth, forcing central banks to tighten, not ease. The current shock is more extended and impacts a weaker economy than in 2022.
Why the Oil Shock Could Trigger a Global Recession | Weekly Roundup
A perfect storm of geopolitical instability and supply shocks (especially oil) is creating demand destruction and increasing recession risk, particularly for Europe and Asia.
The Global Economy Is Splitting Into Spheres | Eric Wallerstein
The global economy is splitting into spheres, driven by a renewed focus on natural resources and supply chain resilience, impacting trade, currency, and investment.