504 Jaksot

  1. Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust

    Julkaistiin: 2.1.2024
  2. The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian

    Julkaistiin: 30.12.2023
  3. Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans

    Julkaistiin: 25.12.2023
  4. Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par

    Julkaistiin: 21.12.2023
  5. Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades

    Julkaistiin: 19.12.2023
  6. Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans

    Julkaistiin: 12.12.2023
  7. The Banking System Is Healing | Dan Siciliano & Michael Ericson

    Julkaistiin: 11.12.2023
  8. Felix Zulauf: The End Of The Liquidity Cycle Approaches

    Julkaistiin: 7.12.2023
  9. 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
  10. Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg

    Julkaistiin: 1.12.2023
  11. Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact

    Julkaistiin: 29.11.2023
  12. Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued

    Julkaistiin: 24.11.2023
  13. The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman

    Julkaistiin: 21.11.2023
  14. Jason Shapiro: It’s Too Early To Get Long Bonds

    Julkaistiin: 16.11.2023
  15. 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
  16. The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps

    Julkaistiin: 10.11.2023
  17. Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns

    Julkaistiin: 9.11.2023
  18. The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli

    Julkaistiin: 6.11.2023
  19. Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds

    Julkaistiin: 3.11.2023
  20. Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)

    Julkaistiin: 1.11.2023

10 / 26

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

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