Forward Guidance

500 Episodo

1. Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades

   Publicado: 19/12/2023
2. Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans

   Publicado: 12/12/2023
3. The Banking System Is Healing | Dan Siciliano & Michael Ericson

   Publicado: 11/12/2023
4. Felix Zulauf: The End Of The Liquidity Cycle Approaches

   Publicado: 7/12/2023
5. 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
6. Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg

   Publicado: 1/12/2023
7. Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact

   Publicado: 29/11/2023
8. Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued

   Publicado: 24/11/2023
9. The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman

   Publicado: 21/11/2023
10. Jason Shapiro: It’s Too Early To Get Long Bonds

    Publicado: 16/11/2023
11. George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal Supremacy Will Drive Stocks To “Ponzi Stage”

    Publicado: 13/11/2023
12. The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps

    Publicado: 10/11/2023
13. Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns

    Publicado: 9/11/2023
14. The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli

    Publicado: 6/11/2023
15. Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds

    Publicado: 3/11/2023
16. Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)

    Publicado: 1/11/2023
17. “We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk

    Publicado: 30/10/2023
18. Does Historic Cheapness Of Agency Mortgage-Backed Securities (MBS) Indicate Funding Stress? Dave Goodson, Professor Jeremy Siegel, Jeremy Schwartz, and Jack Farley

    Publicado: 29/10/2023
19. Sam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of The Century

    Publicado: 27/10/2023
20. Duration Remains Unattractive, Says Veteran High Yield Bond Investor

    Publicado: 26/10/2023