Forward Guidance
En podkast av Blockworks
505 Episoder
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Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)
Publisert: 1.11.2023 -
“We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk
Publisert: 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
Publisert: 29.10.2023 -
Sam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of The Century
Publisert: 27.10.2023 -
Duration Remains Unattractive, Says Veteran High Yield Bond Investor
Publisert: 26.10.2023 -
A Deep Dive On China's Financial System | Aidan Garrib
Publisert: 23.10.2023 -
Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and the Boundaries Of Debt-Fueled Economic Growth
Publisert: 20.10.2023 -
John Toohig & Nate Stovall: Bank Loan Market Is “Very Frozen”
Publisert: 18.10.2023 -
Chris Whalen: Banking System On “Knife’s Edge” As Fed “May Destroy The World”
Publisert: 17.10.2023 -
The Future Of Financial Repression | Helen Thompson on Energy, Capital Controls, and the Federal Reserve
Publisert: 16.10.2023 -
Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024
Publisert: 12.10.2023 -
Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes
Publisert: 9.10.2023 -
Lyn Alden: The Monetary Order Is Broken
Publisert: 5.10.2023 -
The Great Bond Bear Steepening | Alfonso Peccatiello
Publisert: 3.10.2023 -
Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent
Publisert: 28.9.2023 -
GameStop, Citadel, And The Fleecing Of Small Investors | Spencer Jakab
Publisert: 26.9.2023 -
Former CFTC Commissioner Brian Quintenz On Crypto Regulation
Publisert: 25.9.2023 -
The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson
Publisert: 23.9.2023 -
Danielle DiMartino Booth: Jay Powell Just “Went Way Off Script” At September Fed Meeting
Publisert: 20.9.2023 -
SEC Commissioner Hester Peirce on Regulation In Crypto, SPACs, and Money Market Funds
Publisert: 20.9.2023
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
