Forward Guidance

A podcast by Blockworks

Categories:

431 Episodes

  1. Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported

    Published: 1/16/2024
  2. Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High

    Published: 1/14/2024
  3. Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening

    Published: 1/13/2024
  4. Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing?

    Published: 1/11/2024
  5. Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation

    Published: 1/8/2024
  6. Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades

    Published: 1/5/2024
  7. Dispatches From India | Andrei Stetsenko, Partner at Farley Capital

    Published: 1/4/2024
  8. Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust

    Published: 1/2/2024
  9. The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian

    Published: 12/30/2023
  10. Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans

    Published: 12/25/2023
  11. Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par

    Published: 12/21/2023
  12. Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades

    Published: 12/19/2023
  13. Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans

    Published: 12/12/2023
  14. The Banking System Is Healing | Dan Siciliano & Michael Ericson

    Published: 12/11/2023
  15. Felix Zulauf: The End Of The Liquidity Cycle Approaches

    Published: 12/7/2023
  16. Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies

    Published: 12/4/2023
  17. Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg

    Published: 12/1/2023
  18. Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact

    Published: 11/29/2023
  19. Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued

    Published: 11/24/2023
  20. The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman

    Published: 11/21/2023

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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.