Forward Guidance
En podkast av Blockworks
505 Episoder
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Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller
Publisert: 11.8.2023 -
The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)
Publisert: 10.8.2023 -
The Sovereign Debt Spiral | James Lavish
Publisert: 1.8.2023 -
The Great Liquidity Debate | Michael Howell & Andy Constan
Publisert: 27.7.2023 -
Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting
Publisert: 26.7.2023 -
Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply
Publisert: 24.7.2023 -
It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley
Publisert: 22.7.2023 -
Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map”
Publisert: 21.7.2023 -
OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil
Publisert: 18.7.2023 -
The Recession Paradox | Alfonso Peccatiello
Publisert: 16.7.2023 -
The Laws Of Quantitative Investing | Michael Robbins
Publisert: 13.7.2023 -
The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly
Publisert: 11.7.2023 -
Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System
Publisert: 10.7.2023 -
Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains
Publisert: 9.7.2023 -
The Price of Time | Edward Chancellor & Joseph Wang
Publisert: 6.7.2023 -
The Little-Known Entity That’s Lent Over $1 Trillion To U.S. Banks (10x The Fed!) | Professor Kathryn Judge on The Federal Home Loan Bank (FHLB) System
Publisert: 3.7.2023 -
What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"
Publisert: 2.7.2023 -
Will The Fed Get Their Soft Landing? | Weekly Round Up
Publisert: 1.7.2023 -
Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth
Publisert: 30.6.2023 -
The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR
Publisert: 26.6.2023
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
