Forward Guidance

A podcast by Blockworks

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431 Episodes

  1. Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing

    Published: 2/29/2024
  2. Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness

    Published: 2/27/2024
  3. Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China

    Published: 2/26/2024
  4. Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank

    Published: 2/23/2024
  5. Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility

    Published: 2/22/2024
  6. Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts

    Published: 2/21/2024
  7. Secrets of Small Cap Value Investing | Kyle Mowery

    Published: 2/19/2024
  8. The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba

    Published: 2/16/2024
  9. Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)

    Published: 2/13/2024
  10. Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank

    Published: 2/13/2024
  11. China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever

    Published: 2/9/2024
  12. Citrini: The Next Phase of The Stock Market's AI-Obsession

    Published: 2/7/2024
  13. Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities

    Published: 2/5/2024
  14. Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley

    Published: 2/1/2024
  15. U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey

    Published: 1/29/2024
  16. Chris Whalen: Commercial Real Estate "Trainwreck” Will Hit Banking System, Consumer Credit Is Normalizing, and Interest Rate Cuts Won’t Do Much To Help Banks

    Published: 1/26/2024
  17. David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba

    Published: 1/25/2024
  18. Neil Dutta: Why There Was No Recession In 2023

    Published: 1/22/2024
  19. Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy

    Published: 1/18/2024
  20. Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor

    Published: 1/16/2024

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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.