505 Epizód

  1. Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)

    Közzétéve: 2024. 06. 06.

  2. The Modular Integration Spectrum | Keone & Zon

    Közzétéve: 2024. 06. 05.

  3. Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered

    Közzétéve: 2024. 06. 04.

  4. The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup

    Közzétéve: 2024. 06. 01.

  5. Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)

    Közzétéve: 2024. 05. 31.

  6. Jack Ryan on The Housing Cartel That's Stifling The American Economy

    Közzétéve: 2024. 05. 30.

  7. In This Economy? | Kyla Scanlon

    Közzétéve: 2024. 05. 30.

  8. James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World

    Közzétéve: 2024. 05. 23.

  9. Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes

    Közzétéve: 2024. 05. 20.

  10. Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors

    Közzétéve: 2024. 05. 16.

  11. Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker

    Közzétéve: 2024. 05. 14.

  12. Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case

    Közzétéve: 2024. 05. 09.

  13. Andy Constan: The Bond Market Will Take The Stock Market Down With It

    Közzétéve: 2024. 05. 06.

  14. Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle

    Közzétéve: 2024. 05. 02.

  15. Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024

    Közzétéve: 2024. 05. 01.

  16. The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund

    Közzétéve: 2024. 04. 30.

  17. The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman

    Közzétéve: 2024. 04. 25.

  18. Can The U.S Handle High Interest Rates Past 2024? | Ben Miller

    Közzétéve: 2024. 04. 22.

  19. Chris Whalen: “Higher For Longer” Interest Rate Regime Is Bad For Banks

    Közzétéve: 2024. 04. 21.

  20. The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market

    Közzétéve: 2024. 04. 18.

7 / 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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