Forward Guidance
Un pódcast de Blockworks
500 Episodo
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Citrini: The Next Phase of The Stock Market's AI-Obsession
Publicado: 7/2/2024 -
Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities
Publicado: 5/2/2024 -
Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley
Publicado: 1/2/2024 -
U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey
Publicado: 29/1/2024 -
Chris Whalen: Commercial Real Estate "Trainwreck” Will Hit Banking System, Consumer Credit Is Normalizing, and Interest Rate Cuts Won’t Do Much To Help Banks
Publicado: 26/1/2024 -
David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba
Publicado: 25/1/2024 -
Neil Dutta: Why There Was No Recession In 2023
Publicado: 22/1/2024 -
Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy
Publicado: 18/1/2024 -
Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor
Publicado: 16/1/2024 -
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
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
