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Kaoboy Musings
Interview: Forward Guidance with Felix Jauvin + EXTRAS.
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Interview: Forward Guidance with Felix Jauvin + EXTRAS.

I’m grateful to be invited as a first-time guest of the new host of Forward Guidance, Felix Jauvin. Macro is very tricky right now, as there could be some big regime shifts underway with Trump 2.0.

Michael Kao's avatar
Michael Kao
Nov 29, 2024
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Kaoboy Musings
Kaoboy Musings
Interview: Forward Guidance with Felix Jauvin + EXTRAS.
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I’m grateful to be invited as a first-time guest of the new host of Forward Guidance, Felix Jauvin. Macro is very tricky right now, as there could be some big regime shifts underway with Trump 2.0.

There were quite a few topics I didn’t get to fully address during this interview, so the Show Notes this time contain quite a few Extras — please don’t miss…

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