Forward Guidance
Podcast tekijän mukaan Blockworks
504 Jaksot
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Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election
Julkaistiin: 1.8.2024 -
Why Credit Conditions Have Actually Eased Over Past Year | Oaktree’s Wayne Dahl on High-Yield Bonds, Leveraged Loans, Private Credit, and the Recession Yet To Arrive
Julkaistiin: 29.7.2024 -
Tommy Thornton: Tech Stocks Are In A Bubble
Julkaistiin: 28.7.2024 -
How U.S. Treasury Is Fighting The Fed | Nouriel Roubini & Stephen Miran on Treasury’s $800 Billion of “Stealth QE” via “Activist Treasury Issuance” (ATI)
Julkaistiin: 23.7.2024 -
Banks Are Cleaning House Of Their Bad Assets | Chris Whalen
Julkaistiin: 22.7.2024 -
China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle
Julkaistiin: 18.7.2024 -
Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle
Julkaistiin: 15.7.2024 -
Airline Revenues Are Soaring. Their Profits Are Not | Planes And Trains Expert Jay Shabat on Depressed Railroad Volumes And Global Air Traffic
Julkaistiin: 11.7.2024 -
Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg
Julkaistiin: 8.7.2024 -
BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans
Julkaistiin: 2.7.2024 -
“Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later
Julkaistiin: 27.6.2024 -
Oil & Crypto Trader Jonah van Bourg: Altcoins Going to Zero, Bitcoin Bull Move Is Just Getting Started, and Oil Vol Is Overpriced
Julkaistiin: 25.6.2024 -
The Next Big Thing In Capital Markets | David Goone
Julkaistiin: 24.6.2024 -
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 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
