Forward Guidance

505 Épisodes

1. Dispatches From India | Andrei Stetsenko, Partner at Farley Capital

   Publié: 04/01/2024
2. Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust

   Publié: 02/01/2024
3. The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian

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

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

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

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

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

   Publié: 11/12/2023
9. Felix Zulauf: The End Of The Liquidity Cycle Approaches

   Publié: 07/12/2023
10. Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies

    Publié: 04/12/2023
11. Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg

    Publié: 01/12/2023
12. Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact

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

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

    Publié: 21/11/2023
15. Jason Shapiro: It’s Too Early To Get Long Bonds

    Publié: 16/11/2023
16. George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal Supremacy Will Drive Stocks To “Ponzi Stage”

    Publié: 13/11/2023
17. The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps

    Publié: 10/11/2023
18. Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns

    Publié: 09/11/2023
19. The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli

    Publié: 06/11/2023
20. Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds

    Publié: 03/11/2023