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    Business

    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 
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    Copyright: © 384141 Blockworks 2021

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    Latest Episodes:
    Hunting for Hidden Financial Risks | Stephen Clapham Nov 02, 2021
    Show notes

    Do balance sheets matter? Do cash flows matter? In a world where asset prices are driven by liquidity rather than fundamentals, the answer can seem to be yes. But since this environment gives companies license to embroider their finances, the ability to spot their accounting sleight-of-hand is of immense value to investors.


    Today on the third episode of Forward Guidance, Jack Farley welcomes Stephen Clapham, forensic accountant and founder of Behind the Balance Sheet. Clapham shows the most common instances of financial legerdemain and gives in depth analysis of companies such as Tesla, Ferrari, and The Hut Group.


    The Global Energy Crisis, Explained | Warren Pies Oct 29, 2021
    Show notes

    The world faces an energy crisis that threatens to stop the economic recovery in its tracks.


    On today’s episode of Forward Guidance, Warren Pies, founder of 3Fourteen Research, joins Jack Farley to explain the root causes of soaring prices of oil and natural gas. Pies argues that the world is entering a regime of secular inflation that will have profound implications for investors, such as turning the correlation between stocks and bonds from negative to positive.


    Pies shares his views on real assets and explains why he thinks Bitcoin will likely continue to outperform gold at least over the short-term. PIes challenges mainstream narratives about Bitcoin such as the stock-to-flow model as well its being uncorrelated with other risk assets.


    The Unwinding of the Long Term Debt Cycle | Lyn Alden Oct 27, 2021
    Show notes

    “Forward Guidance” is a show dedicated to uncovering the heart of this conundrum. Twice a week, Jack Farley will be speaking directly with fund managers, analysts, and financial industry professionals about how investors can grow and protect their wealth in this brave new macro world. These episodes will air on Tuesday and Friday.


    Today's show is with Lyn Alden of Lyn Alden Investment Strategy. Lyn will be sharing why she thinks the global financial system is nearing the apogee of a long-term debt cycle, and the only way to unwind the leverage without causing ruinous economic data is through persistently higher inflation and a significantly weaker U.S. Dollar. Alden also shares her views on surging energy costs, China’s stock market woes, and the flurry of new Bitcoin ETFs that have come to market recently.


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