498 Episodio

  1. Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro

    Pubblicato: 06/09/2023
  2. "Credit Shock" In Commercial Real Estate | John Toohig, Victor Calanog, and Thomas LaSalvia

    Pubblicato: 05/09/2023
  3. David Rosenberg: A Recession Is Coming In The Next 6 Months

    Pubblicato: 31/08/2023
  4. Vincent Deluard: The “Magic Money” That Prevented Recession Is About To Disappear

    Pubblicato: 29/08/2023
  5. Business Cycle Slowdown Will Intensify Into Recession | Mike Singleton

    Pubblicato: 28/08/2023
  6. ESG: The 40 Trillion Dollar Bubble | Mark Neuman

    Pubblicato: 25/08/2023
  7. The Next Chapter in Emerging Markets Investing | Marshall Stocker, Co-Head of Emerging Markets, Morgan Stanley

    Pubblicato: 24/08/2023
  8. Government Debt Crisis Has Hit U.S. Banks | Bill Isaac, Former FDIC Chair

    Pubblicato: 22/08/2023
  9. The Banking System's Guardian Angel You've Never Heard Of | Michael Ericson & Dan Siciliano on Federal Home Loan Banks

    Pubblicato: 18/08/2023
  10. Ivy Zelman: Housing Market Downturn Isn't Over

    Pubblicato: 15/08/2023
  11. Fitch's U.S Debt Downgrade Was Justified | Danielle DiMartino Booth

    Pubblicato: 13/08/2023
  12. Rate Cuts May Not End Fed's Quantitative Tightening | Former Atlanta Fed President Dennis Lockhart

    Pubblicato: 12/08/2023
  13. Inside Camp Kotok | David Kotok on “Disastrous and Debilitating” Effect Of Debt Ceiling on Bond Markets

    Pubblicato: 11/08/2023
  14. Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller

    Pubblicato: 11/08/2023
  15. The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)

    Pubblicato: 10/08/2023
  16. The Sovereign Debt Spiral | James Lavish

    Pubblicato: 01/08/2023
  17. The Great Liquidity Debate | Michael Howell & Andy Constan

    Pubblicato: 27/07/2023
  18. Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting

    Pubblicato: 26/07/2023
  19. Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply

    Pubblicato: 24/07/2023
  20. It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley

    Pubblicato: 22/07/2023

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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

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