Forward Guidance

Forward Guidance

Por: Blockworks
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.

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566 episodios disponibles

Latest episodes of the podcast Forward Guidance

Mostrando página 16 de 29

Fitch's U.S Debt Downgrade Was Justified | Danielle DiMartino Booth 13/08/2023
Rate Cuts May Not End Fed's Quantitative Tightening | Former Atlanta Fed President Dennis Lockhart 12/08/2023
Inside Camp Kotok | David Kotok on “Disastrous and Debilitating” Effect Of Debt Ceiling on Bond Markets 11/08/2023
Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller 11/08/2023
The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok) 10/08/2023
The Sovereign Debt Spiral | James Lavish 01/08/2023
The Great Liquidity Debate | Michael Howell & Andy Constan 27/07/2023
Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting 26/07/2023
Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply 24/07/2023
It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley 22/07/2023
Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map” 21/07/2023
OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil 18/07/2023
The Recession Paradox | Alfonso Peccatiello 16/07/2023
The Laws Of Quantitative Investing | Michael Robbins 13/07/2023
The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly 11/07/2023
Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System 10/07/2023
Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains 09/07/2023
The Price of Time | Edward Chancellor & Joseph Wang 06/07/2023
The Little-Known Entity That’s Lent Over $1 Trillion To U.S. Banks (10x The Fed!) | Professor Kathryn Judge on The Federal Home Loan Bank (FHLB) System 03/07/2023
What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop" 02/07/2023
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