Forward Guidance

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