505 Epizód

  1. Dispatches From India | Andrei Stetsenko, Partner at Farley Capital

    Közzétéve: 2024. 01. 04.

  2. Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust

    Közzétéve: 2024. 01. 02.

  3. The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian

    Közzétéve: 2023. 12. 30.

  4. Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans

    Közzétéve: 2023. 12. 25.

  5. Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par

    Közzétéve: 2023. 12. 21.

  6. Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades

    Közzétéve: 2023. 12. 19.

  7. Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans

    Közzétéve: 2023. 12. 12.

  8. The Banking System Is Healing | Dan Siciliano & Michael Ericson

    Közzétéve: 2023. 12. 11.

  9. Felix Zulauf: The End Of The Liquidity Cycle Approaches

    Közzétéve: 2023. 12. 07.

  10. Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies

    Közzétéve: 2023. 12. 04.

  11. Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg

    Közzétéve: 2023. 12. 01.

  12. Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact

    Közzétéve: 2023. 11. 29.

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

    Közzétéve: 2023. 11. 24.

  14. The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman

    Közzétéve: 2023. 11. 21.

  15. Jason Shapiro: It’s Too Early To Get Long Bonds

    Közzétéve: 2023. 11. 16.

  16. George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal Supremacy Will Drive Stocks To “Ponzi Stage”

    Közzétéve: 2023. 11. 13.

  17. The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps

    Közzétéve: 2023. 11. 10.

  18. Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns

    Közzétéve: 2023. 11. 09.

  19. The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli

    Közzétéve: 2023. 11. 06.

  20. Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds

    Közzétéve: 2023. 11. 03.

10 / 26

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

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