Forward Guidance
Ein Podcast von Blockworks
Kategorien:
431 Folgen
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Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported
Vom: 16.1.2024 -
Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High
Vom: 14.1.2024 -
Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening
Vom: 13.1.2024 -
Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing?
Vom: 11.1.2024 -
Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation
Vom: 8.1.2024 -
Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades
Vom: 5.1.2024 -
Dispatches From India | Andrei Stetsenko, Partner at Farley Capital
Vom: 4.1.2024 -
Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust
Vom: 2.1.2024 -
The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian
Vom: 30.12.2023 -
Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans
Vom: 25.12.2023 -
Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par
Vom: 21.12.2023 -
Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades
Vom: 19.12.2023 -
Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans
Vom: 12.12.2023 -
The Banking System Is Healing | Dan Siciliano & Michael Ericson
Vom: 11.12.2023 -
Felix Zulauf: The End Of The Liquidity Cycle Approaches
Vom: 7.12.2023 -
Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies
Vom: 4.12.2023 -
Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg
Vom: 1.12.2023 -
Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact
Vom: 29.11.2023 -
Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued
Vom: 24.11.2023 -
The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman
Vom: 21.11.2023
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.
