Forward Guidance

En podcast av Blockworks

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  1. Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)

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

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

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

    Publicerades: 2023-10-27
  5. Duration Remains Unattractive, Says Veteran High Yield Bond Investor

    Publicerades: 2023-10-26
  6. A Deep Dive On China's Financial System | Aidan Garrib

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

    Publicerades: 2023-10-20
  8. John Toohig & Nate Stovall: Bank Loan Market Is “Very Frozen”

    Publicerades: 2023-10-18
  9. Chris Whalen: Banking System On “Knife’s Edge” As Fed “May Destroy The World”

    Publicerades: 2023-10-17
  10. The Future Of Financial Repression | Helen Thompson on Energy, Capital Controls, and the Federal Reserve

    Publicerades: 2023-10-16
  11. Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024

    Publicerades: 2023-10-12
  12. Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes

    Publicerades: 2023-10-09
  13. Lyn Alden: The Monetary Order Is Broken

    Publicerades: 2023-10-05
  14. The Great Bond Bear Steepening | Alfonso Peccatiello

    Publicerades: 2023-10-03
  15. Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent

    Publicerades: 2023-09-28
  16. GameStop, Citadel, And The Fleecing Of Small Investors | Spencer Jakab

    Publicerades: 2023-09-26
  17. Former CFTC Commissioner Brian Quintenz On Crypto Regulation

    Publicerades: 2023-09-25
  18. The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson

    Publicerades: 2023-09-23
  19. Danielle DiMartino Booth: Jay Powell Just “Went Way Off Script” At September Fed Meeting

    Publicerades: 2023-09-20
  20. SEC Commissioner Hester Peirce on Regulation In Crypto, SPACs, and Money Market Funds

    Publicerades: 2023-09-20

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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.

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