Forward Guidance

469 Episodio

1. The Strategies & Risks In Quant Trading | Mike Harris

   Pubblicato: 19/08/2024
2. Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market

   Pubblicato: 12/08/2024
3. The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trade, and the Exaggerated Rumors of the Dollar’s Demise

   Pubblicato: 08/08/2024
4. The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol, and How He’s Trading VIX Spike & Stock Market Crash

   Pubblicato: 05/08/2024
5. Mike Green: Passive Stock Market Edifice Put To The Test As Recession A Near Certainty

   Pubblicato: 02/08/2024
6. Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election

   Pubblicato: 01/08/2024
7. Why Credit Conditions Have Actually Eased Over Past Year | Oaktree’s Wayne Dahl on High-Yield Bonds, Leveraged Loans, Private Credit, and the Recession Yet To Arrive

   Pubblicato: 29/07/2024
8. Tommy Thornton: Tech Stocks Are In A Bubble

   Pubblicato: 28/07/2024
9. How U.S. Treasury Is Fighting The Fed | Nouriel Roubini & Stephen Miran on Treasury’s $800 Billion of “Stealth QE” via “Activist Treasury Issuance” (ATI)

   Pubblicato: 23/07/2024
10. Banks Are Cleaning House Of Their Bad Assets | Chris Whalen

    Pubblicato: 22/07/2024
11. China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle

    Pubblicato: 18/07/2024
12. Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle

    Pubblicato: 15/07/2024
13. Airline Revenues Are Soaring. Their Profits Are Not | Planes And Trains Expert Jay Shabat on Depressed Railroad Volumes And Global Air Traffic

    Pubblicato: 11/07/2024
14. Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg

    Pubblicato: 08/07/2024
15. BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans

    Pubblicato: 02/07/2024
16. “Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later

    Pubblicato: 27/06/2024
17. Oil & Crypto Trader Jonah van Bourg: Altcoins Going to Zero, Bitcoin Bull Move Is Just Getting Started, and Oil Vol Is Overpriced

    Pubblicato: 25/06/2024
18. The Next Big Thing In Capital Markets | David Goone

    Pubblicato: 24/06/2024
19. Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins

    Pubblicato: 20/06/2024
20. Citrini on 2024 Election Portfolio Construction And AI “Mania”

    Pubblicato: 18/06/2024