Forward Guidance
En podkast av Blockworks
505 Episoder
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Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong
Publisert: 15.4.2024 -
The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield”
Publisert: 8.4.2024 -
Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold
Publisert: 4.4.2024 -
The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks
Publisert: 1.4.2024 -
Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”
Publisert: 29.3.2024 -
Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)
Publisert: 28.3.2024 -
Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation
Publisert: 26.3.2024 -
Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank)
Publisert: 18.3.2024 -
Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock
Publisert: 14.3.2024 -
Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle
Publisert: 12.3.2024 -
The Fate Of The Fed's Balance Sheet | Lou Crandall & Joseph Wang on Draining of Reverse Repo (RRP) Facility, Timeline of QT Taper, and 2024 Tax Refund Data
Publisert: 8.3.2024 -
The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed
Publisert: 7.3.2024 -
Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929
Publisert: 4.3.2024 -
Remi Tetot on AI, Crypto, and Uranium
Publisert: 3.3.2024 -
Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing
Publisert: 29.2.2024 -
Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness
Publisert: 27.2.2024 -
Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China
Publisert: 26.2.2024 -
Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank
Publisert: 23.2.2024 -
Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility
Publisert: 22.2.2024 -
Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts
Publisert: 21.2.2024
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
