Forward Guidance
Ein Podcast von Blockworks
Kategorien:
431 Folgen
-
Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins
Vom: 20.6.2024 -
Citrini on 2024 Election Portfolio Construction And AI “Mania”
Vom: 18.6.2024 -
Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest Rate Hikes | Eric Pachman’s Data-Visualizations On Why Inflation & Hiring Are Sticky
Vom: 17.6.2024 -
Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market
Vom: 13.6.2024 -
“Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy
Vom: 12.6.2024 -
Secrets of the Federal Reserve’s Unconventional Monetary Policy | William English, former Director of Division of Monetary Affairs for the Fed Board of Governors, on Quantitative Easing (QE) and Forwa
Vom: 10.6.2024 -
Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)
Vom: 6.6.2024 -
The Modular Integration Spectrum | Keone & Zon
Vom: 5.6.2024 -
Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered
Vom: 4.6.2024 -
The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup
Vom: 1.6.2024 -
Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)
Vom: 31.5.2024 -
Jack Ryan on The Housing Cartel That's Stifling The American Economy
Vom: 30.5.2024 -
In This Economy? | Kyla Scanlon
Vom: 30.5.2024 -
James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World
Vom: 23.5.2024 -
Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes
Vom: 20.5.2024 -
Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors
Vom: 16.5.2024 -
Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker
Vom: 14.5.2024 -
Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case
Vom: 9.5.2024 -
Andy Constan: The Bond Market Will Take The Stock Market Down With It
Vom: 6.5.2024 -
Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle
Vom: 2.5.2024
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.
