Forward Guidance

505 Afleveringen

1. Dispatches From India | Andrei Stetsenko, Partner at Farley Capital

   Gepubliceerd: 4-1-2024
2. Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust

   Gepubliceerd: 2-1-2024
3. The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian

   Gepubliceerd: 30-12-2023
4. Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans

   Gepubliceerd: 25-12-2023
5. Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par

   Gepubliceerd: 21-12-2023
6. Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades

   Gepubliceerd: 19-12-2023
7. Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans

   Gepubliceerd: 12-12-2023
8. The Banking System Is Healing | Dan Siciliano & Michael Ericson

   Gepubliceerd: 11-12-2023
9. Felix Zulauf: The End Of The Liquidity Cycle Approaches

   Gepubliceerd: 7-12-2023
10. Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies

    Gepubliceerd: 4-12-2023
11. Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg

    Gepubliceerd: 1-12-2023
12. Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact

    Gepubliceerd: 29-11-2023
13. Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued

    Gepubliceerd: 24-11-2023
14. The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman

    Gepubliceerd: 21-11-2023
15. Jason Shapiro: It’s Too Early To Get Long Bonds

    Gepubliceerd: 16-11-2023
16. George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal Supremacy Will Drive Stocks To “Ponzi Stage”

    Gepubliceerd: 13-11-2023
17. The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps

    Gepubliceerd: 10-11-2023
18. Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns

    Gepubliceerd: 9-11-2023
19. The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli

    Gepubliceerd: 6-11-2023
20. Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds

    Gepubliceerd: 3-11-2023