Forward Guidance
Podcast tekijän mukaan Blockworks
504 Jaksot
-
Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust
Julkaistiin: 2.1.2024 -
The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian
Julkaistiin: 30.12.2023 -
Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans
Julkaistiin: 25.12.2023 -
Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par
Julkaistiin: 21.12.2023 -
Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades
Julkaistiin: 19.12.2023 -
Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans
Julkaistiin: 12.12.2023 -
The Banking System Is Healing | Dan Siciliano & Michael Ericson
Julkaistiin: 11.12.2023 -
Felix Zulauf: The End Of The Liquidity Cycle Approaches
Julkaistiin: 7.12.2023 -
Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies
Julkaistiin: 4.12.2023 -
Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg
Julkaistiin: 1.12.2023 -
Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact
Julkaistiin: 29.11.2023 -
Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued
Julkaistiin: 24.11.2023 -
The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman
Julkaistiin: 21.11.2023 -
Jason Shapiro: It’s Too Early To Get Long Bonds
Julkaistiin: 16.11.2023 -
George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal Supremacy Will Drive Stocks To “Ponzi Stage”
Julkaistiin: 13.11.2023 -
The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps
Julkaistiin: 10.11.2023 -
Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
Julkaistiin: 9.11.2023 -
The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli
Julkaistiin: 6.11.2023 -
Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds
Julkaistiin: 3.11.2023 -
Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)
Julkaistiin: 1.11.2023
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