Forward Guidance
En podcast af Blockworks
Kategorier:
469 Episoder
-
The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps
Udgivet: 10.11.2023 -
Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
Udgivet: 9.11.2023 -
The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli
Udgivet: 6.11.2023 -
Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds
Udgivet: 3.11.2023 -
Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)
Udgivet: 1.11.2023 -
“We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk
Udgivet: 30.10.2023 -
Does Historic Cheapness Of Agency Mortgage-Backed Securities (MBS) Indicate Funding Stress? Dave Goodson, Professor Jeremy Siegel, Jeremy Schwartz, and Jack Farley
Udgivet: 29.10.2023 -
Sam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of The Century
Udgivet: 27.10.2023 -
Duration Remains Unattractive, Says Veteran High Yield Bond Investor
Udgivet: 26.10.2023 -
A Deep Dive On China's Financial System | Aidan Garrib
Udgivet: 23.10.2023 -
Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and the Boundaries Of Debt-Fueled Economic Growth
Udgivet: 20.10.2023 -
John Toohig & Nate Stovall: Bank Loan Market Is “Very Frozen”
Udgivet: 18.10.2023 -
Chris Whalen: Banking System On “Knife’s Edge” As Fed “May Destroy The World”
Udgivet: 17.10.2023 -
The Future Of Financial Repression | Helen Thompson on Energy, Capital Controls, and the Federal Reserve
Udgivet: 16.10.2023 -
Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024
Udgivet: 12.10.2023 -
Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes
Udgivet: 9.10.2023 -
Lyn Alden: The Monetary Order Is Broken
Udgivet: 5.10.2023 -
The Great Bond Bear Steepening | Alfonso Peccatiello
Udgivet: 3.10.2023 -
Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent
Udgivet: 28.9.2023 -
GameStop, Citadel, And The Fleecing Of Small Investors | Spencer Jakab
Udgivet: 26.9.2023
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
