Forward Guidance

453 Episodo

1. Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued

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

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

   Publicado: 16/11/2023
4. 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
5. The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps

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

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

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

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

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

    Publicado: 30/10/2023
11. 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
12. Sam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of The Century

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

    Publicado: 26/10/2023
14. A Deep Dive On China's Financial System | Aidan Garrib

    Publicado: 23/10/2023
15. Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and the Boundaries Of Debt-Fueled Economic Growth

    Publicado: 20/10/2023
16. John Toohig & Nate Stovall: Bank Loan Market Is “Very Frozen”

    Publicado: 18/10/2023
17. Chris Whalen: Banking System On “Knife’s Edge” As Fed “May Destroy The World”

    Publicado: 17/10/2023
18. The Future Of Financial Repression | Helen Thompson on Energy, Capital Controls, and the Federal Reserve

    Publicado: 16/10/2023
19. Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024

    Publicado: 12/10/2023
20. Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes

    Publicado: 9/10/2023