Forward Guidance
Un pódcast de Blockworks
500 Episodo
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Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply
Publicado: 24/7/2023 -
It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley
Publicado: 22/7/2023 -
Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map”
Publicado: 21/7/2023 -
OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil
Publicado: 18/7/2023 -
The Recession Paradox | Alfonso Peccatiello
Publicado: 16/7/2023 -
The Laws Of Quantitative Investing | Michael Robbins
Publicado: 13/7/2023 -
The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly
Publicado: 11/7/2023 -
Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System
Publicado: 10/7/2023 -
Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains
Publicado: 9/7/2023 -
The Price of Time | Edward Chancellor & Joseph Wang
Publicado: 6/7/2023 -
The Little-Known Entity That’s Lent Over $1 Trillion To U.S. Banks (10x The Fed!) | Professor Kathryn Judge on The Federal Home Loan Bank (FHLB) System
Publicado: 3/7/2023 -
What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"
Publicado: 2/7/2023 -
Will The Fed Get Their Soft Landing? | Weekly Round Up
Publicado: 1/7/2023 -
Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth
Publicado: 30/6/2023 -
The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR
Publicado: 26/6/2023 -
The Shiny New Derivative That’s Taken Over Wall Street | Kris Sidial on Zero Day To Expiration (0DTE) Options & Tail Risk During A Volatility Bear Market
Publicado: 25/6/2023 -
Return Of The Bull Market? | On The Margin Round Up
Publicado: 24/6/2023 -
Michael Howell: "QE Is Coming Back, Big Time"
Publicado: 22/6/2023 -
SPACs Are Bonds, Actually | Louis Camhi
Publicado: 19/6/2023 -
Jay Powell’s Plan To Kill The “Fed Put” | Danielle DiMartino Booth
Publicado: 15/6/2023
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. 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
