505 Epizód

  1. Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller

    Közzétéve: 2023. 08. 11.

  2. The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)

    Közzétéve: 2023. 08. 10.

  3. The Sovereign Debt Spiral | James Lavish

    Közzétéve: 2023. 08. 01.

  4. The Great Liquidity Debate | Michael Howell & Andy Constan

    Közzétéve: 2023. 07. 27.

  5. Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting

    Közzétéve: 2023. 07. 26.

  6. Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply

    Közzétéve: 2023. 07. 24.

  7. It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley

    Közzétéve: 2023. 07. 22.

  8. Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map”

    Közzétéve: 2023. 07. 21.

  9. OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil

    Közzétéve: 2023. 07. 18.

  10. The Recession Paradox | Alfonso Peccatiello

    Közzétéve: 2023. 07. 16.

  11. The Laws Of Quantitative Investing | Michael Robbins

    Közzétéve: 2023. 07. 13.

  12. The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly

    Közzétéve: 2023. 07. 11.

  13. Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System

    Közzétéve: 2023. 07. 10.

  14. Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains

    Közzétéve: 2023. 07. 09.

  15. The Price of Time | Edward Chancellor & Joseph Wang

    Közzétéve: 2023. 07. 06.

  16. 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

    Közzétéve: 2023. 07. 03.

  17. What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"

    Közzétéve: 2023. 07. 02.

  18. Will The Fed Get Their Soft Landing? | Weekly Round Up

    Közzétéve: 2023. 07. 01.

  19. Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth

    Közzétéve: 2023. 06. 30.

  20. The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR

    Közzétéve: 2023. 06. 26.

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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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