Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor
16 Jan 2024
1h 17m
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
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Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation
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Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans
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Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades
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Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans
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Felix Zulauf: The End Of The Liquidity Cycle Approaches
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Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact
29 Nov 2023
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Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued
24 Nov 2023
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