500 Episodo

  1. Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast)

    Publicado: 12/9/2023
  2. Milton Berg: The Stock Market Is In Trouble

    Publicado: 8/9/2023
  3. Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro

    Publicado: 6/9/2023
  4. "Credit Shock" In Commercial Real Estate | John Toohig, Victor Calanog, and Thomas LaSalvia

    Publicado: 5/9/2023
  5. David Rosenberg: A Recession Is Coming In The Next 6 Months

    Publicado: 31/8/2023
  6. Vincent Deluard: The “Magic Money” That Prevented Recession Is About To Disappear

    Publicado: 29/8/2023
  7. Business Cycle Slowdown Will Intensify Into Recession | Mike Singleton

    Publicado: 28/8/2023
  8. ESG: The 40 Trillion Dollar Bubble | Mark Neuman

    Publicado: 25/8/2023
  9. The Next Chapter in Emerging Markets Investing | Marshall Stocker, Co-Head of Emerging Markets, Morgan Stanley

    Publicado: 24/8/2023
  10. Government Debt Crisis Has Hit U.S. Banks | Bill Isaac, Former FDIC Chair

    Publicado: 22/8/2023
  11. The Banking System's Guardian Angel You've Never Heard Of | Michael Ericson & Dan Siciliano on Federal Home Loan Banks

    Publicado: 18/8/2023
  12. Ivy Zelman: Housing Market Downturn Isn't Over

    Publicado: 15/8/2023
  13. Fitch's U.S Debt Downgrade Was Justified | Danielle DiMartino Booth

    Publicado: 13/8/2023
  14. Rate Cuts May Not End Fed's Quantitative Tightening | Former Atlanta Fed President Dennis Lockhart

    Publicado: 12/8/2023
  15. Inside Camp Kotok | David Kotok on “Disastrous and Debilitating” Effect Of Debt Ceiling on Bond Markets

    Publicado: 11/8/2023
  16. Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller

    Publicado: 11/8/2023
  17. The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)

    Publicado: 10/8/2023
  18. The Sovereign Debt Spiral | James Lavish

    Publicado: 1/8/2023
  19. The Great Liquidity Debate | Michael Howell & Andy Constan

    Publicado: 27/7/2023
  20. Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting

    Publicado: 26/7/2023

12 / 25

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

Visit the podcast's native language site