504 Jaksot

  1. The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)

    Julkaistiin: 10.8.2023
  2. The Sovereign Debt Spiral | James Lavish

    Julkaistiin: 1.8.2023
  3. The Great Liquidity Debate | Michael Howell & Andy Constan

    Julkaistiin: 27.7.2023
  4. Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting

    Julkaistiin: 26.7.2023
  5. Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply

    Julkaistiin: 24.7.2023
  6. It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley

    Julkaistiin: 22.7.2023
  7. Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map”

    Julkaistiin: 21.7.2023
  8. OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil

    Julkaistiin: 18.7.2023
  9. The Recession Paradox | Alfonso Peccatiello

    Julkaistiin: 16.7.2023
  10. The Laws Of Quantitative Investing | Michael Robbins

    Julkaistiin: 13.7.2023
  11. The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly

    Julkaistiin: 11.7.2023
  12. Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System

    Julkaistiin: 10.7.2023
  13. Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains

    Julkaistiin: 9.7.2023
  14. The Price of Time | Edward Chancellor & Joseph Wang

    Julkaistiin: 6.7.2023
  15. The Little-Known Entity That’s Lent Over $1 Trillion To U.S. Banks (10x The Fed!) | Professor Kathryn Judge on The Federal Home Loan Bank (FHLB) System

    Julkaistiin: 3.7.2023
  16. What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"

    Julkaistiin: 2.7.2023
  17. Will The Fed Get Their Soft Landing? | Weekly Round Up

    Julkaistiin: 1.7.2023
  18. Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth

    Julkaistiin: 30.6.2023
  19. The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR

    Julkaistiin: 26.6.2023
  20. The Shiny New Derivative That’s Taken Over Wall Street | Kris Sidial on Zero Day To Expiration (0DTE) Options & Tail Risk During A Volatility Bear Market

    Julkaistiin: 25.6.2023

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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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