Forward Guidance
A podcast by Blockworks
505 Episodes
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Where The Next Big Bond Trade Is Hiding | Harley Bassman
Published: 02/10/2024 -
China's Liquidity Impulse, A Turning Point For Markets | Weekly Roundup
Published: 27/09/2024 -
Slowing But Growing: Why The U.S. Isn’t Headed For Recession | Prometheus Research
Published: 24/09/2024 -
What The Latest Fed Decision Means For Markets | Weekly Roundup
Published: 24/09/2024 -
Fed Is Easing Into Major Regime Shift | Darius Dale
Published: 17/09/2024 -
Richard Koo: China’s “Balance Sheet Recession” Has Already Started | (Jack’s Final Episode)
Published: 13/09/2024 -
CDO Whisperer Brett Jefferson on Securitization Markets and TruPS CDO Relics
Published: 12/09/2024 -
Structured Credit Maven Laila Kollmorgen on CLO’s Rally and Opportunity To Differentiate As Fundamentals Soften and Prices Climb | VanEck Fireside Chat #6
Published: 11/09/2024 -
Bitcoin's Path To $3 Million Dollars | Matthew Sigel
Published: 10/09/2024 -
Gold Stocks Are Undervalued | Imaru Casanova (VanEck Fireside Chat #4)
Published: 06/09/2024 -
There Will Be No Recession | Jonny Mathews
Published: 05/09/2024 -
The Labor Market Is Cooling | Talmon Smith & Jack Farley (Driving Back from Camp Kotok)
Published: 05/09/2024 -
India Is The Most Promising Emerging Market | Angus Shillington
Published: 29/08/2024 -
Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz
Published: 27/08/2024 -
Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession
Published: 26/08/2024 -
How the Dollar Will Be Gradually Eroded by Emerging Market Currencies | Eric Fine & Natalia Gurushina (VanEck Fireside Chat)
Published: 22/08/2024 -
The Strategies & Risks In Quant Trading | Mike Harris
Published: 19/08/2024 -
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
Published: 12/08/2024 -
The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trade, and the Exaggerated Rumors of the Dollar’s Demise
Published: 08/08/2024 -
The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol, and How He’s Trading VIX Spike & Stock Market Crash
Published: 05/08/2024
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
