Forward Guidance

Podcast autorstwa Blockworks

Kategorie:

Biznes

469 Odcinki

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

    Opublikowany: 10.11.2023

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

    Opublikowany: 9.11.2023

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

    Opublikowany: 6.11.2023

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

    Opublikowany: 3.11.2023

  5. Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)

    Opublikowany: 1.11.2023

  6. “We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk

    Opublikowany: 30.10.2023

  7. Does Historic Cheapness Of Agency Mortgage-Backed Securities (MBS) Indicate Funding Stress? Dave Goodson, Professor Jeremy Siegel, Jeremy Schwartz, and Jack Farley

    Opublikowany: 29.10.2023

  8. Sam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of The Century

    Opublikowany: 27.10.2023

  9. Duration Remains Unattractive, Says Veteran High Yield Bond Investor

    Opublikowany: 26.10.2023

  10. A Deep Dive On China's Financial System | Aidan Garrib

    Opublikowany: 23.10.2023

  11. Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and the Boundaries Of Debt-Fueled Economic Growth

    Opublikowany: 20.10.2023

  12. John Toohig & Nate Stovall: Bank Loan Market Is “Very Frozen”

    Opublikowany: 18.10.2023

  13. Chris Whalen: Banking System On “Knife’s Edge” As Fed “May Destroy The World”

    Opublikowany: 17.10.2023

  14. The Future Of Financial Repression | Helen Thompson on Energy, Capital Controls, and the Federal Reserve

    Opublikowany: 16.10.2023

  15. Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024

    Opublikowany: 12.10.2023

  16. Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes

    Opublikowany: 9.10.2023

  17. Lyn Alden: The Monetary Order Is Broken

    Opublikowany: 5.10.2023

  18. The Great Bond Bear Steepening | Alfonso Peccatiello

    Opublikowany: 3.10.2023

  19. Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent

    Opublikowany: 28.09.2023

  20. GameStop, Citadel, And The Fleecing Of Small Investors | Spencer Jakab

    Opublikowany: 26.09.2023

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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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