Forward Guidance
En podkast av Blockworks
505 Episoder
-
Dispatches From India | Andrei Stetsenko, Partner at Farley Capital
Publisert: 4.1.2024 -
Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust
Publisert: 2.1.2024 -
The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian
Publisert: 30.12.2023 -
Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans
Publisert: 25.12.2023 -
Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par
Publisert: 21.12.2023 -
Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades
Publisert: 19.12.2023 -
Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans
Publisert: 12.12.2023 -
The Banking System Is Healing | Dan Siciliano & Michael Ericson
Publisert: 11.12.2023 -
Felix Zulauf: The End Of The Liquidity Cycle Approaches
Publisert: 7.12.2023 -
Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies
Publisert: 4.12.2023 -
Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg
Publisert: 1.12.2023 -
Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact
Publisert: 29.11.2023 -
Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued
Publisert: 24.11.2023 -
The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman
Publisert: 21.11.2023 -
Jason Shapiro: It’s Too Early To Get Long Bonds
Publisert: 16.11.2023 -
George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal Supremacy Will Drive Stocks To “Ponzi Stage”
Publisert: 13.11.2023 -
The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps
Publisert: 10.11.2023 -
Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
Publisert: 9.11.2023 -
The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli
Publisert: 6.11.2023 -
Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds
Publisert: 3.11.2023
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
