Forward Guidance
Podcast tekijän mukaan Blockworks
504 Jaksot
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The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield”
Julkaistiin: 8.4.2024 -
Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold
Julkaistiin: 4.4.2024 -
The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks
Julkaistiin: 1.4.2024 -
Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”
Julkaistiin: 29.3.2024 -
Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)
Julkaistiin: 28.3.2024 -
Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation
Julkaistiin: 26.3.2024 -
Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank)
Julkaistiin: 18.3.2024 -
Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock
Julkaistiin: 14.3.2024 -
Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle
Julkaistiin: 12.3.2024 -
The Fate Of The Fed's Balance Sheet | Lou Crandall & Joseph Wang on Draining of Reverse Repo (RRP) Facility, Timeline of QT Taper, and 2024 Tax Refund Data
Julkaistiin: 8.3.2024 -
The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed
Julkaistiin: 7.3.2024 -
Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929
Julkaistiin: 4.3.2024 -
Remi Tetot on AI, Crypto, and Uranium
Julkaistiin: 3.3.2024 -
Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing
Julkaistiin: 29.2.2024 -
Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness
Julkaistiin: 27.2.2024 -
Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China
Julkaistiin: 26.2.2024 -
Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank
Julkaistiin: 23.2.2024 -
Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility
Julkaistiin: 22.2.2024 -
Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts
Julkaistiin: 21.2.2024 -
Secrets of Small Cap Value Investing | Kyle Mowery
Julkaistiin: 19.2.2024
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
