Forward Guidance
Un pódcast de Blockworks
Categorías:
431 Episodo
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Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing
Publicado: 29/2/2024 -
Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness
Publicado: 27/2/2024 -
Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China
Publicado: 26/2/2024 -
Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank
Publicado: 23/2/2024 -
Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility
Publicado: 22/2/2024 -
Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts
Publicado: 21/2/2024 -
Secrets of Small Cap Value Investing | Kyle Mowery
Publicado: 19/2/2024 -
The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba
Publicado: 16/2/2024 -
Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)
Publicado: 13/2/2024 -
Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank
Publicado: 13/2/2024 -
China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever
Publicado: 9/2/2024 -
Citrini: The Next Phase of The Stock Market's AI-Obsession
Publicado: 7/2/2024 -
Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities
Publicado: 5/2/2024 -
Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley
Publicado: 1/2/2024 -
U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey
Publicado: 29/1/2024 -
Chris Whalen: Commercial Real Estate "Trainwreck” Will Hit Banking System, Consumer Credit Is Normalizing, and Interest Rate Cuts Won’t Do Much To Help Banks
Publicado: 26/1/2024 -
David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba
Publicado: 25/1/2024 -
Neil Dutta: Why There Was No Recession In 2023
Publicado: 22/1/2024 -
Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy
Publicado: 18/1/2024 -
Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor
Publicado: 16/1/2024
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.
