Forward Guidance

469 Épisodes

1. What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"

   Publié: 02/07/2023
2. Will The Fed Get Their Soft Landing? | Weekly Round Up

   Publié: 01/07/2023
3. Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth

   Publié: 30/06/2023
4. The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR

   Publié: 26/06/2023
5. The Shiny New Derivative That’s Taken Over Wall Street | Kris Sidial on Zero Day To Expiration (0DTE) Options & Tail Risk During A Volatility Bear Market

   Publié: 25/06/2023
6. Return Of The Bull Market? | On The Margin Round Up

   Publié: 24/06/2023
7. Michael Howell: "QE Is Coming Back, Big Time"

   Publié: 22/06/2023
8. SPACs Are Bonds, Actually | Louis Camhi

   Publié: 19/06/2023
9. Jay Powell’s Plan To Kill The “Fed Put” | Danielle DiMartino Booth

   Publié: 15/06/2023
10. Did The Fed Just Back Down? | Joseph Wang & Michael Ippolito

    Publié: 14/06/2023
11. Higher For Longer | Robert Kaplan, Former Dallas Fed President & CEO

    Publié: 12/06/2023
12. The Holy Grail of Macro Investing | Eric Crittenden

    Publié: 12/06/2023
13. The Music Is About To Stop: John Toohig & Randy Woodward on Bank Lending, Deflation, and Secondary Loan Liquidity

    Publié: 09/06/2023
14. Artificial Intelligence Bubble Has Only Just Begun, Says Citrini7, World's Hottest A.I. Stockpicker

    Publié: 07/06/2023
15. Coinbase Sued By SEC | Casey Wagner

    Publié: 06/06/2023
16. The Fed Put Still Lives | Vincent Daniel

    Publié: 06/06/2023
17. Joseph Wang & Alex Etra: Trillion-Dollar Liquidity Drain Imminent

    Publié: 06/06/2023
18. Rate Hikes Are Inflationary, Says Warren Mosler, Godfather of Modern Monetary Theory (MMT)

    Publié: 01/06/2023
19. The Debt Ceiling Approaches | Joseph Wang & Dominique Dwor-Frecaut

    Publié: 28/05/2023
20. Long Stocks, Long Dollar, Short Gold | Jason Shapiro

    Publié: 26/05/2023