Forward Guidance

505 Episodo

1. Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong

   Publicado: 15/4/2024
2. The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield”

   Publicado: 8/4/2024
3. Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold

   Publicado: 4/4/2024
4. The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks

   Publicado: 1/4/2024
5. Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”

   Publicado: 29/3/2024
6. Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)

   Publicado: 28/3/2024
7. Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation

   Publicado: 26/3/2024
8. Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank)

   Publicado: 18/3/2024
9. Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock

   Publicado: 14/3/2024
10. Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle

    Publicado: 12/3/2024
11. The Fate Of The Fed's Balance Sheet | Lou Crandall & Joseph Wang on Draining of Reverse Repo (RRP) Facility, Timeline of QT Taper, and 2024 Tax Refund Data

    Publicado: 8/3/2024
12. The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed

    Publicado: 7/3/2024
13. Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929

    Publicado: 4/3/2024
14. Remi Tetot on AI, Crypto, and Uranium

    Publicado: 3/3/2024
15. Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing

    Publicado: 29/2/2024
16. Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness

    Publicado: 27/2/2024
17. Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China

    Publicado: 26/2/2024
18. Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank

    Publicado: 23/2/2024
19. Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility

    Publicado: 22/2/2024
20. Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts

    Publicado: 21/2/2024