The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman
21 Nov 2023
1h 10m
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
Jason Shapiro: It’s Too Early To Get Long Bonds
16 Nov 2023
1h 11m
George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal Supremacy Will Drive Stocks To “Ponzi Stage”
13 Nov 2023
1h 52m
The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps
10 Nov 2023
1h 22m
Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
09 Nov 2023
1h 3m
The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli
06 Nov 2023
55m
Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds
03 Nov 2023
49m
Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)
01 Nov 2023
1h 7m
“We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk
30 Oct 2023
1h 7m
Does Historic Cheapness Of Agency Mortgage-Backed Securities (MBS) Indicate Funding Stress? Dave Goodson, Professor Jeremy Siegel, Jeremy Schwartz, and Jack Farley
29 Oct 2023
49m
Sam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of The Century
27 Oct 2023
52m
Duration Remains Unattractive, Says Veteran High Yield Bond Investor
26 Oct 2023
1h 12m
A Deep Dive On China's Financial System | Aidan Garrib
23 Oct 2023
1h 11m
Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and the Boundaries Of Debt-Fueled Economic Growth
20 Oct 2023
1h 2m
John Toohig & Nate Stovall: Bank Loan Market Is “Very Frozen”
18 Oct 2023
1h 11m
Chris Whalen: Banking System On “Knife’s Edge” As Fed “May Destroy The World”
17 Oct 2023
1h 7m
The Future Of Financial Repression | Helen Thompson on Energy, Capital Controls, and the Federal Reserve
16 Oct 2023
1h 3m
Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024
12 Oct 2023
1h 28m
Bond Bear Sees Tradable Window For Bonds To Rally After Vicious Sell-Off | David Cervantes
09 Oct 2023
1h 5m
Lyn Alden: The Monetary Order Is Broken
05 Oct 2023
1h 46m
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