Forward Guidance

469 Épisodes

1. The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman

   Publié: 25/04/2024
2. Can The U.S Handle High Interest Rates Past 2024? | Ben Miller

   Publié: 22/04/2024
3. Chris Whalen: “Higher For Longer” Interest Rate Regime Is Bad For Banks

   Publié: 21/04/2024
4. The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market

   Publié: 18/04/2024
5. Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong

   Publié: 15/04/2024
6. The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield”

   Publié: 08/04/2024
7. Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold

   Publié: 04/04/2024
8. The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks

   Publié: 01/04/2024
9. Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”

   Publié: 29/03/2024
10. Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)

    Publié: 28/03/2024
11. Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation

    Publié: 26/03/2024
12. Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank)

    Publié: 18/03/2024
13. Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock

    Publié: 14/03/2024
14. Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle

    Publié: 12/03/2024
15. The Fate Of The Fed's Balance Sheet | Lou Crandall & Joseph Wang on Draining of Reverse Repo (RRP) Facility, Timeline of QT Taper, and 2024 Tax Refund Data

    Publié: 08/03/2024
16. The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed

    Publié: 07/03/2024
17. Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929

    Publié: 04/03/2024
18. Remi Tetot on AI, Crypto, and Uranium

    Publié: 03/03/2024
19. Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing

    Publié: 29/02/2024
20. Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness

    Publié: 27/02/2024