Forward Guidance

Ein Podcast von Blockworks

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469 Folgen

  1. 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
  2. Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market

    Vom: 13.6.2024
  3. “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
  4. 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
  5. Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)

    Vom: 6.6.2024
  6. The Modular Integration Spectrum | Keone & Zon

    Vom: 5.6.2024
  7. Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered

    Vom: 4.6.2024
  8. The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup

    Vom: 1.6.2024
  9. Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)

    Vom: 31.5.2024
  10. Jack Ryan on The Housing Cartel That's Stifling The American Economy

    Vom: 30.5.2024
  11. In This Economy? | Kyla Scanlon

    Vom: 30.5.2024
  12. James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World

    Vom: 23.5.2024
  13. Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes

    Vom: 20.5.2024
  14. Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors

    Vom: 16.5.2024
  15. Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker

    Vom: 14.5.2024
  16. Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case

    Vom: 9.5.2024
  17. Andy Constan: The Bond Market Will Take The Stock Market Down With It

    Vom: 6.5.2024
  18. 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
  19. Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024

    Vom: 1.5.2024
  20. The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund

    Vom: 30.4.2024

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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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