Forward Guidance
Un pódcast de Blockworks
Categorías:
431 Episodo
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Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported
Publicado: 16/1/2024 -
Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High
Publicado: 14/1/2024 -
Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening
Publicado: 13/1/2024 -
Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing?
Publicado: 11/1/2024 -
Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation
Publicado: 8/1/2024 -
Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades
Publicado: 5/1/2024 -
Dispatches From India | Andrei Stetsenko, Partner at Farley Capital
Publicado: 4/1/2024 -
Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust
Publicado: 2/1/2024 -
The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian
Publicado: 30/12/2023 -
Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans
Publicado: 25/12/2023 -
Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par
Publicado: 21/12/2023 -
Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades
Publicado: 19/12/2023 -
Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans
Publicado: 12/12/2023 -
The Banking System Is Healing | Dan Siciliano & Michael Ericson
Publicado: 11/12/2023 -
Felix Zulauf: The End Of The Liquidity Cycle Approaches
Publicado: 7/12/2023 -
Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies
Publicado: 4/12/2023 -
Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg
Publicado: 1/12/2023 -
Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact
Publicado: 29/11/2023 -
Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued
Publicado: 24/11/2023 -
The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman
Publicado: 21/11/2023
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.
