504 Jaksot

  1. The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba

    Julkaistiin: 16.2.2024
  2. Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)

    Julkaistiin: 13.2.2024
  3. Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank

    Julkaistiin: 13.2.2024
  4. China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever

    Julkaistiin: 9.2.2024
  5. Citrini: The Next Phase of The Stock Market's AI-Obsession

    Julkaistiin: 7.2.2024
  6. Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities

    Julkaistiin: 5.2.2024
  7. 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
  8. U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey

    Julkaistiin: 29.1.2024
  9. 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
  10. David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba

    Julkaistiin: 25.1.2024
  11. Neil Dutta: Why There Was No Recession In 2023

    Julkaistiin: 22.1.2024
  12. 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
  13. Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor

    Julkaistiin: 16.1.2024
  14. Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported

    Julkaistiin: 16.1.2024
  15. Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High

    Julkaistiin: 14.1.2024
  16. Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening

    Julkaistiin: 13.1.2024
  17. Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing?

    Julkaistiin: 11.1.2024
  18. Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation

    Julkaistiin: 8.1.2024
  19. Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades

    Julkaistiin: 5.1.2024
  20. Dispatches From India | Andrei Stetsenko, Partner at Farley Capital

    Julkaistiin: 4.1.2024

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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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