Remi Tetot on AI, Crypto, and Uranium
03 Mar 2024
56m
Blockworks · Investment
Forward Guidance
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
Episodes
Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing
29 Feb 2024
1h 6m
Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China
26 Feb 2024
1h 26m
Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank
23 Feb 2024
52m
Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility
22 Feb 2024
48m
Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts
21 Feb 2024
52m
Secrets of Small Cap Value Investing | Kyle Mowery
19 Feb 2024
1h 17m
The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba
16 Feb 2024
1h 12m
Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)
13 Feb 2024
1h 17m
Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank
13 Feb 2024
1h 11m
China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever
09 Feb 2024
1h 24m
Citrini: The Next Phase of The Stock Market's AI-Obsession
07 Feb 2024
1h 14m
Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities
05 Feb 2024
1h 24m
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
01 Feb 2024
1h 3m
U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey
29 Jan 2024
1h 22m
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
26 Jan 2024
1h 8m
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
26 Jan 2024
1h 8m
David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba
25 Jan 2024
1h 12m
Neil Dutta: Why There Was No Recession In 2023
22 Jan 2024
50m
Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy
18 Jan 2024
56m
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