505 Epizód

  1. Where The Next Big Bond Trade Is Hiding | Harley Bassman

    Közzétéve: 2024. 10. 02.

  2. China's Liquidity Impulse, A Turning Point For Markets | Weekly Roundup

    Közzétéve: 2024. 09. 27.

  3. Slowing But Growing: Why The U.S. Isn’t Headed For Recession | Prometheus Research

    Közzétéve: 2024. 09. 24.

  4. What The Latest Fed Decision Means For Markets | Weekly Roundup

    Közzétéve: 2024. 09. 24.

  5. Fed Is Easing Into Major Regime Shift | Darius Dale

    Közzétéve: 2024. 09. 17.

  6. Richard Koo: China’s “Balance Sheet Recession” Has Already Started | (Jack’s Final Episode)

    Közzétéve: 2024. 09. 13.

  7. CDO Whisperer Brett Jefferson on Securitization Markets and TruPS CDO Relics

    Közzétéve: 2024. 09. 12.

  8. Structured Credit Maven Laila Kollmorgen on CLO’s Rally and Opportunity To Differentiate As Fundamentals Soften and Prices Climb | VanEck Fireside Chat #6

    Közzétéve: 2024. 09. 11.

  9. Bitcoin's Path To $3 Million Dollars | Matthew Sigel

    Közzétéve: 2024. 09. 10.

  10. Gold Stocks Are Undervalued | Imaru Casanova (VanEck Fireside Chat #4)

    Közzétéve: 2024. 09. 06.

  11. There Will Be No Recession | Jonny Mathews

    Közzétéve: 2024. 09. 05.

  12. The Labor Market Is Cooling | Talmon Smith & Jack Farley (Driving Back from Camp Kotok)

    Közzétéve: 2024. 09. 05.

  13. India Is The Most Promising Emerging Market | Angus Shillington

    Közzétéve: 2024. 08. 29.

  14. Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz

    Közzétéve: 2024. 08. 27.

  15. Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession

    Közzétéve: 2024. 08. 26.

  16. How the Dollar Will Be Gradually Eroded by Emerging Market Currencies | Eric Fine & Natalia Gurushina (VanEck Fireside Chat)

    Közzétéve: 2024. 08. 22.

  17. The Strategies & Risks In Quant Trading | Mike Harris

    Közzétéve: 2024. 08. 19.

  18. Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market

    Közzétéve: 2024. 08. 12.

  19. The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trade, and the Exaggerated Rumors of the Dollar’s Demise

    Közzétéve: 2024. 08. 08.

  20. The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol, and How He’s Trading VIX Spike & Stock Market Crash

    Közzétéve: 2024. 08. 05.

5 / 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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