Forward Guidance

498 Episodio

1. The Banking System Is Healing | Dan Siciliano & Michael Ericson

   Pubblicato: 11/12/2023
2. Felix Zulauf: The End Of The Liquidity Cycle Approaches

   Pubblicato: 07/12/2023
3. Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies

   Pubblicato: 04/12/2023
4. Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg

   Pubblicato: 01/12/2023
5. Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact

   Pubblicato: 29/11/2023
6. Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued

   Pubblicato: 24/11/2023
7. The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman

   Pubblicato: 21/11/2023
8. Jason Shapiro: It’s Too Early To Get Long Bonds

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

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

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

    Pubblicato: 09/11/2023
12. The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli

    Pubblicato: 06/11/2023
13. Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds

    Pubblicato: 03/11/2023
14. Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)

    Pubblicato: 01/11/2023
15. “We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk

    Pubblicato: 30/10/2023
16. Does Historic Cheapness Of Agency Mortgage-Backed Securities (MBS) Indicate Funding Stress? Dave Goodson, Professor Jeremy Siegel, Jeremy Schwartz, and Jack Farley

    Pubblicato: 29/10/2023
17. Sam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of The Century

    Pubblicato: 27/10/2023
18. Duration Remains Unattractive, Says Veteran High Yield Bond Investor

    Pubblicato: 26/10/2023
19. A Deep Dive On China's Financial System | Aidan Garrib

    Pubblicato: 23/10/2023
20. Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and the Boundaries Of Debt-Fueled Economic Growth

    Pubblicato: 20/10/2023