Forward Guidance
En podcast af Blockworks
Kategorier:
469 Episoder
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Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China
Udgivet: 26.2.2024 -
Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank
Udgivet: 23.2.2024 -
Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility
Udgivet: 22.2.2024 -
Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts
Udgivet: 21.2.2024 -
Secrets of Small Cap Value Investing | Kyle Mowery
Udgivet: 19.2.2024 -
The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba
Udgivet: 16.2.2024 -
Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)
Udgivet: 13.2.2024 -
Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank
Udgivet: 13.2.2024 -
China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever
Udgivet: 9.2.2024 -
Citrini: The Next Phase of The Stock Market's AI-Obsession
Udgivet: 7.2.2024 -
Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities
Udgivet: 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
Udgivet: 1.2.2024 -
U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey
Udgivet: 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
Udgivet: 26.1.2024 -
David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba
Udgivet: 25.1.2024 -
Neil Dutta: Why There Was No Recession In 2023
Udgivet: 22.1.2024 -
Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy
Udgivet: 18.1.2024 -
Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor
Udgivet: 16.1.2024 -
Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported
Udgivet: 16.1.2024 -
Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High
Udgivet: 14.1.2024
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
