498 Episodio

  1. Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map”

    Pubblicato: 21/07/2023

  2. OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil

    Pubblicato: 18/07/2023

  3. The Recession Paradox | Alfonso Peccatiello

    Pubblicato: 16/07/2023

  4. The Laws Of Quantitative Investing | Michael Robbins

    Pubblicato: 13/07/2023

  5. The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly

    Pubblicato: 11/07/2023

  6. Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System

    Pubblicato: 10/07/2023

  7. Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains

    Pubblicato: 09/07/2023

  8. The Price of Time | Edward Chancellor & Joseph Wang

    Pubblicato: 06/07/2023

  9. 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

    Pubblicato: 03/07/2023

  10. What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"

    Pubblicato: 02/07/2023

  11. Will The Fed Get Their Soft Landing? | Weekly Round Up

    Pubblicato: 01/07/2023

  12. Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth

    Pubblicato: 30/06/2023

  13. The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR

    Pubblicato: 26/06/2023

  14. The Shiny New Derivative That’s Taken Over Wall Street | Kris Sidial on Zero Day To Expiration (0DTE) Options & Tail Risk During A Volatility Bear Market

    Pubblicato: 25/06/2023

  15. Return Of The Bull Market? | On The Margin Round Up

    Pubblicato: 24/06/2023

  16. Michael Howell: "QE Is Coming Back, Big Time"

    Pubblicato: 22/06/2023

  17. SPACs Are Bonds, Actually | Louis Camhi

    Pubblicato: 19/06/2023

  18. Jay Powell’s Plan To Kill The “Fed Put” | Danielle DiMartino Booth

    Pubblicato: 15/06/2023

  19. Did The Fed Just Back Down? | Joseph Wang & Michael Ippolito

    Pubblicato: 14/06/2023

  20. Higher For Longer | Robert Kaplan, Former Dallas Fed President & CEO

    Pubblicato: 12/06/2023

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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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