Forward Guidance
Podcast tekijän mukaan Blockworks
Kategoriat:
431 Jaksot
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Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins
Julkaistiin: 20.6.2024 -
Citrini on 2024 Election Portfolio Construction And AI “Mania”
Julkaistiin: 18.6.2024 -
Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest Rate Hikes | Eric Pachman’s Data-Visualizations On Why Inflation & Hiring Are Sticky
Julkaistiin: 17.6.2024 -
Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market
Julkaistiin: 13.6.2024 -
“Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy
Julkaistiin: 12.6.2024 -
Secrets of the Federal Reserve’s Unconventional Monetary Policy | William English, former Director of Division of Monetary Affairs for the Fed Board of Governors, on Quantitative Easing (QE) and Forwa
Julkaistiin: 10.6.2024 -
Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)
Julkaistiin: 6.6.2024 -
The Modular Integration Spectrum | Keone & Zon
Julkaistiin: 5.6.2024 -
Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered
Julkaistiin: 4.6.2024 -
The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup
Julkaistiin: 1.6.2024 -
Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)
Julkaistiin: 31.5.2024 -
Jack Ryan on The Housing Cartel That's Stifling The American Economy
Julkaistiin: 30.5.2024 -
In This Economy? | Kyla Scanlon
Julkaistiin: 30.5.2024 -
James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World
Julkaistiin: 23.5.2024 -
Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes
Julkaistiin: 20.5.2024 -
Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors
Julkaistiin: 16.5.2024 -
Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker
Julkaistiin: 14.5.2024 -
Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case
Julkaistiin: 9.5.2024 -
Andy Constan: The Bond Market Will Take The Stock Market Down With It
Julkaistiin: 6.5.2024 -
Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle
Julkaistiin: 2.5.2024
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.
