Forward Guidance
A podcast by Blockworks
505 Episoade
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Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller
Publicat: 11.08.2023 -
The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)
Publicat: 10.08.2023 -
The Sovereign Debt Spiral | James Lavish
Publicat: 01.08.2023 -
The Great Liquidity Debate | Michael Howell & Andy Constan
Publicat: 27.07.2023 -
Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting
Publicat: 26.07.2023 -
Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply
Publicat: 24.07.2023 -
It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley
Publicat: 22.07.2023 -
Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map”
Publicat: 21.07.2023 -
OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil
Publicat: 18.07.2023 -
The Recession Paradox | Alfonso Peccatiello
Publicat: 16.07.2023 -
The Laws Of Quantitative Investing | Michael Robbins
Publicat: 13.07.2023 -
The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly
Publicat: 11.07.2023 -
Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System
Publicat: 10.07.2023 -
Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains
Publicat: 09.07.2023 -
The Price of Time | Edward Chancellor & Joseph Wang
Publicat: 06.07.2023 -
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
Publicat: 03.07.2023 -
What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"
Publicat: 02.07.2023 -
Will The Fed Get Their Soft Landing? | Weekly Round Up
Publicat: 01.07.2023 -
Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth
Publicat: 30.06.2023 -
The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR
Publicat: 26.06.2023
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
