Forward Guidance

505 Episodo

1. Secrets of Small Cap Value Investing | Kyle Mowery

   Publicado: 19/2/2024
2. The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba

   Publicado: 16/2/2024
3. Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)

   Publicado: 13/2/2024
4. Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank

   Publicado: 13/2/2024
5. China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever

   Publicado: 9/2/2024
6. Citrini: The Next Phase of The Stock Market's AI-Obsession

   Publicado: 7/2/2024
7. Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities

   Publicado: 5/2/2024
8. Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley

   Publicado: 1/2/2024
9. U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey

   Publicado: 29/1/2024
10. Chris Whalen: Commercial Real Estate "Trainwreck” Will Hit Banking System, Consumer Credit Is Normalizing, and Interest Rate Cuts Won’t Do Much To Help Banks

    Publicado: 26/1/2024
11. David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba

    Publicado: 25/1/2024
12. Neil Dutta: Why There Was No Recession In 2023

    Publicado: 22/1/2024
13. Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy

    Publicado: 18/1/2024
14. Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor

    Publicado: 16/1/2024
15. Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported

    Publicado: 16/1/2024
16. Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High

    Publicado: 14/1/2024
17. Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening

    Publicado: 13/1/2024
18. Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing?

    Publicado: 11/1/2024
19. Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation

    Publicado: 8/1/2024
20. Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades

    Publicado: 5/1/2024