Forward Guidance
En podkast av Blockworks
505 Episoder
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Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)
Publisert: 6.6.2024 -
The Modular Integration Spectrum | Keone & Zon
Publisert: 5.6.2024 -
Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered
Publisert: 4.6.2024 -
The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup
Publisert: 1.6.2024 -
Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)
Publisert: 31.5.2024 -
Jack Ryan on The Housing Cartel That's Stifling The American Economy
Publisert: 30.5.2024 -
In This Economy? | Kyla Scanlon
Publisert: 30.5.2024 -
James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World
Publisert: 23.5.2024 -
Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes
Publisert: 20.5.2024 -
Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors
Publisert: 16.5.2024 -
Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker
Publisert: 14.5.2024 -
Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case
Publisert: 9.5.2024 -
Andy Constan: The Bond Market Will Take The Stock Market Down With It
Publisert: 6.5.2024 -
Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle
Publisert: 2.5.2024 -
Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024
Publisert: 1.5.2024 -
The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund
Publisert: 30.4.2024 -
The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman
Publisert: 25.4.2024 -
Can The U.S Handle High Interest Rates Past 2024? | Ben Miller
Publisert: 22.4.2024 -
Chris Whalen: “Higher For Longer” Interest Rate Regime Is Bad For Banks
Publisert: 21.4.2024 -
The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market
Publisert: 18.4.2024
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
