Forward Guidance
Een podcast door Blockworks
Categorieën:
469 Afleveringen
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The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman
Gepubliceerd: 25-4-2024 -
Can The U.S Handle High Interest Rates Past 2024? | Ben Miller
Gepubliceerd: 22-4-2024 -
Chris Whalen: “Higher For Longer” Interest Rate Regime Is Bad For Banks
Gepubliceerd: 21-4-2024 -
The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market
Gepubliceerd: 18-4-2024 -
Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong
Gepubliceerd: 15-4-2024 -
The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield”
Gepubliceerd: 8-4-2024 -
Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold
Gepubliceerd: 4-4-2024 -
The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks
Gepubliceerd: 1-4-2024 -
Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”
Gepubliceerd: 29-3-2024 -
Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)
Gepubliceerd: 28-3-2024 -
Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation
Gepubliceerd: 26-3-2024 -
Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank)
Gepubliceerd: 18-3-2024 -
Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock
Gepubliceerd: 14-3-2024 -
Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle
Gepubliceerd: 12-3-2024 -
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
Gepubliceerd: 8-3-2024 -
The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed
Gepubliceerd: 7-3-2024 -
Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929
Gepubliceerd: 4-3-2024 -
Remi Tetot on AI, Crypto, and Uranium
Gepubliceerd: 3-3-2024 -
Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing
Gepubliceerd: 29-2-2024 -
Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness
Gepubliceerd: 27-2-2024
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. Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx
