Forward Guidance
Un pódcast de Blockworks
Categorías:
449 Episodo
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The Strategies & Risks In Quant Trading | Mike Harris
Publicado: 19/8/2024 -
Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market
Publicado: 12/8/2024 -
The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trade, and the Exaggerated Rumors of the Dollar’s Demise
Publicado: 8/8/2024 -
The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol, and How He’s Trading VIX Spike & Stock Market Crash
Publicado: 5/8/2024 -
Mike Green: Passive Stock Market Edifice Put To The Test As Recession A Near Certainty
Publicado: 2/8/2024 -
Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election
Publicado: 1/8/2024 -
Why Credit Conditions Have Actually Eased Over Past Year | Oaktree’s Wayne Dahl on High-Yield Bonds, Leveraged Loans, Private Credit, and the Recession Yet To Arrive
Publicado: 29/7/2024 -
Tommy Thornton: Tech Stocks Are In A Bubble
Publicado: 28/7/2024 -
How U.S. Treasury Is Fighting The Fed | Nouriel Roubini & Stephen Miran on Treasury’s $800 Billion of “Stealth QE” via “Activist Treasury Issuance” (ATI)
Publicado: 23/7/2024 -
Banks Are Cleaning House Of Their Bad Assets | Chris Whalen
Publicado: 22/7/2024 -
China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle
Publicado: 18/7/2024 -
Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle
Publicado: 15/7/2024 -
Airline Revenues Are Soaring. Their Profits Are Not | Planes And Trains Expert Jay Shabat on Depressed Railroad Volumes And Global Air Traffic
Publicado: 11/7/2024 -
Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg
Publicado: 8/7/2024 -
BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans
Publicado: 2/7/2024 -
“Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later
Publicado: 27/6/2024 -
Oil & Crypto Trader Jonah van Bourg: Altcoins Going to Zero, Bitcoin Bull Move Is Just Getting Started, and Oil Vol Is Overpriced
Publicado: 25/6/2024 -
The Next Big Thing In Capital Markets | David Goone
Publicado: 24/6/2024 -
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
Publicado: 20/6/2024 -
Citrini on 2024 Election Portfolio Construction And AI “Mania”
Publicado: 18/6/2024
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.
