Forward Guidance
Podcast tekijän mukaan Blockworks
504 Jaksot
-
The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba
Julkaistiin: 16.2.2024 -
Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)
Julkaistiin: 13.2.2024 -
Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank
Julkaistiin: 13.2.2024 -
China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever
Julkaistiin: 9.2.2024 -
Citrini: The Next Phase of The Stock Market's AI-Obsession
Julkaistiin: 7.2.2024 -
Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities
Julkaistiin: 5.2.2024 -
Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley
Julkaistiin: 1.2.2024 -
U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey
Julkaistiin: 29.1.2024 -
Chris Whalen: Commercial Real Estate "Trainwreck” Will Hit Banking System, Consumer Credit Is Normalizing, and Interest Rate Cuts Won’t Do Much To Help Banks
Julkaistiin: 26.1.2024 -
David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba
Julkaistiin: 25.1.2024 -
Neil Dutta: Why There Was No Recession In 2023
Julkaistiin: 22.1.2024 -
Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy
Julkaistiin: 18.1.2024 -
Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor
Julkaistiin: 16.1.2024 -
Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported
Julkaistiin: 16.1.2024 -
Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High
Julkaistiin: 14.1.2024 -
Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening
Julkaistiin: 13.1.2024 -
Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing?
Julkaistiin: 11.1.2024 -
Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation
Julkaistiin: 8.1.2024 -
Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades
Julkaistiin: 5.1.2024 -
Dispatches From India | Andrei Stetsenko, Partner at Farley Capital
Julkaistiin: 4.1.2024
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
