Forward Guidance
By Blockworks
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Category: Investing
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Subscribers: 187
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Episodes: 367
Description
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. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.
| Episode | Date |
|---|---|
|
The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman
|
Apr 25, 2024 |
|
Can The U.S Handle High Interest Rates Past 2024? | Ben Miller
|
Apr 22, 2024 |
|
Chris Whalen: “Higher For Longer” Interest Rate Regime Is Bad For Banks
|
Apr 21, 2024 |
|
The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market
|
Apr 18, 2024 |
|
Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong
|
Apr 15, 2024 |
|
The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield”
|
Apr 08, 2024 |
|
Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold
|
Apr 04, 2024 |
|
The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks
|
Apr 01, 2024 |
|
Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”
|
Mar 29, 2024 |
|
Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)
|
Mar 28, 2024 |
|
Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation
|
Mar 26, 2024 |
|
Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank)
|
Mar 18, 2024 |
|
Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock
|
Mar 14, 2024 |
|
Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle
|
Mar 12, 2024 |
|
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
|
Mar 08, 2024 |
|
The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed
|
Mar 07, 2024 |
|
Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929
|
Mar 04, 2024 |
|
Remi Tetot on AI, Crypto, and Uranium
|
Mar 03, 2024 |
|
Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing
|
Feb 29, 2024 |
|
Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness
|
Feb 27, 2024 |
|
Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China
|
Feb 26, 2024 |
|
Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank
|
Feb 23, 2024 |
|
Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility
|
Feb 22, 2024 |
|
Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts
|
Feb 21, 2024 |
|
Secrets of Small Cap Value Investing | Kyle Mowery
|
Feb 19, 2024 |
|
The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba
|
Feb 16, 2024 |
|
Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)
|
Feb 13, 2024 |
|
Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank
|
Feb 13, 2024 |
|
China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever
|
Feb 09, 2024 |
|
Citrini: The Next Phase of The Stock Market's AI-Obsession
|
Feb 07, 2024 |
|
Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities
|
Feb 05, 2024 |
|
Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley
|
Feb 01, 2024 |
|
U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey
|
Jan 29, 2024 |
|
Chris Whalen: Commercial Real Estate "Trainwreck” Will Hit Banking System, Consumer Credit Is Normalizing, and Interest Rate Cuts Won’t Do Much To Help Banks
|
Jan 26, 2024 |
|
David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba
|
Jan 25, 2024 |
|
Neil Dutta: Why There Was No Recession In 2023
|
Jan 22, 2024 |
|
Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy
|
Jan 18, 2024 |
|
Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor
|
Jan 16, 2024 |
|
Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported
|
Jan 16, 2024 |
|
Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High
|
Jan 14, 2024 |
|
Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening
|
Jan 13, 2024 |
|
Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing?
|
Jan 11, 2024 |
|
Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation
|
Jan 08, 2024 |
|
Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades
|
Jan 05, 2024 |
|
Dispatches From India | Andrei Stetsenko, Partner at Farley Capital
|
Jan 04, 2024 |
|
Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust
|
Jan 02, 2024 |
|
The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian
|
Dec 30, 2023 |
|
Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans
|
Dec 25, 2023 |
|
Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par
|
Dec 21, 2023 |
|
Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades
|
Dec 19, 2023 |
|
Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans
|
Dec 12, 2023 |
|
The Banking System Is Healing | Dan Siciliano & Michael Ericson
|
Dec 11, 2023 |
|
Felix Zulauf: The End Of The Liquidity Cycle Approaches
|
Dec 07, 2023 |
|
Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies
|
Dec 04, 2023 |
|
Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg
|
Dec 01, 2023 |
|
Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact
|
Nov 29, 2023 |
|
Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued
|
Nov 24, 2023 |
|
The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman
|
Nov 21, 2023 |
|
Jason Shapiro: It’s Too Early To Get Long Bonds
|
Nov 16, 2023 |
|
George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal Supremacy Will Drive Stocks To “Ponzi Stage”
|
Nov 13, 2023 |
|
The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps
|
Nov 10, 2023 |
|
Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
|
Nov 09, 2023 |
|
The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli
|
Nov 06, 2023 |
|
Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds
|
Nov 03, 2023 |
|
Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)
|
Nov 01, 2023 |
|
“We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk
|
Oct 30, 2023 |
|
Does Historic Cheapness Of Agency Mortgage-Backed Securities (MBS) Indicate Funding Stress? Dave Goodson, Professor Jeremy Siegel, Jeremy Schwartz, and Jack Farley
|
Oct 29, 2023 |
|
Sam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of The Century
|
Oct 27, 2023 |
|
Duration Remains Unattractive, Says Veteran High Yield Bond Investor
|
Oct 26, 2023 |
|
A Deep Dive On China's Financial System | Aidan Garrib
|
Oct 23, 2023 |
|
Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and the Boundaries Of Debt-Fueled Economic Growth
|
Oct 20, 2023 |
|
John Toohig & Nate Stovall: Bank Loan Market Is “Very Frozen”
|
Oct 18, 2023 |
|
Chris Whalen: Banking System On “Knife’s Edge” As Fed “May Destroy The World”
|
Oct 17, 2023 |
|
The Future Of Financial Repression | Helen Thompson on Energy, Capital Controls, and the Federal Reserve
|
Oct 16, 2023 |
|
Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024
|
Oct 12, 2023 |
|
Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes
|
Oct 09, 2023 |
|
Lyn Alden: The Monetary Order Is Broken
|
Oct 05, 2023 |
|
The Great Bond Bear Steepening | Alfonso Peccatiello
|
Oct 03, 2023 |
|
Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent
|
Sep 28, 2023 |
|
GameStop, Citadel, And The Fleecing Of Small Investors | Spencer Jakab
|
Sep 26, 2023 |
|
Former CFTC Commissioner Brian Quintenz On Crypto Regulation
|
Sep 25, 2023 |
|
The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson
|
Sep 23, 2023 |
|
Danielle DiMartino Booth: Jay Powell Just “Went Way Off Script” At September Fed Meeting
|
Sep 20, 2023 |
|
SEC Commissioner Hester Peirce on Regulation In Crypto, SPACs, and Money Market Funds
|
Sep 20, 2023 |
|
Jim Bianco, Mark Yusko, & Jurrien Timmer on Real Interest Rates, Banking System, and Crypto (Panel at Permissionless 2023)
|
Sep 18, 2023 |
|
Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview)
|
Sep 17, 2023 |
|
Jim Bianco: No Recession, No Landing
|
Sep 15, 2023 |
|
Andrew Beer: Hedge Funds Charge Way, Way Too Much
|
Sep 14, 2023 |
|
Eric Basmajian: Why The U.S. Economy Hasn’t Entered Recession Yet (And Why He Is Confident It Will Soon)
|
Sep 12, 2023 |
|
Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast)
|
Sep 12, 2023 |
|
Milton Berg: The Stock Market Is In Trouble
|
Sep 08, 2023 |
|
Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro
|
Sep 06, 2023 |
|
"Credit Shock" In Commercial Real Estate | John Toohig, Victor Calanog, and Thomas LaSalvia
|
Sep 05, 2023 |
|
David Rosenberg: A Recession Is Coming In The Next 6 Months
|
Aug 31, 2023 |
|
Vincent Deluard: The “Magic Money” That Prevented Recession Is About To Disappear
|
Aug 29, 2023 |
|
Business Cycle Slowdown Will Intensify Into Recession | Mike Singleton
|
Aug 28, 2023 |
|
ESG: The 40 Trillion Dollar Bubble | Mark Neuman
|
Aug 25, 2023 |
|
The Next Chapter in Emerging Markets Investing | Marshall Stocker, Co-Head of Emerging Markets, Morgan Stanley
|
Aug 24, 2023 |
|
Government Debt Crisis Has Hit U.S. Banks | Bill Isaac, Former FDIC Chair
|
Aug 22, 2023 |
|
The Banking System's Guardian Angel You've Never Heard Of | Michael Ericson & Dan Siciliano on Federal Home Loan Banks
|
Aug 18, 2023 |
|
Ivy Zelman: Housing Market Downturn Isn't Over
|
Aug 15, 2023 |
|
Fitch's U.S Debt Downgrade Was Justified | Danielle DiMartino Booth
|
Aug 13, 2023 |
|
Rate Cuts May Not End Fed's Quantitative Tightening | Former Atlanta Fed President Dennis Lockhart
|
Aug 12, 2023 |
|
Inside Camp Kotok | David Kotok on “Disastrous and Debilitating” Effect Of Debt Ceiling on Bond Markets
|
Aug 11, 2023 |
|
Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller
|
Aug 11, 2023 |
|
The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)
|
Aug 10, 2023 |
|
The Sovereign Debt Spiral | James Lavish
|
Aug 01, 2023 |
|
The Great Liquidity Debate | Michael Howell & Andy Constan
|
Jul 27, 2023 |
|
Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting
|
Jul 26, 2023 |
|
Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply
|
Jul 24, 2023 |
|
It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley
|
Jul 22, 2023 |
|
Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map”
|
Jul 21, 2023 |
|
OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil
|
Jul 18, 2023 |
|
The Recession Paradox | Alfonso Peccatiello
|
Jul 16, 2023 |
|
The Laws Of Quantitative Investing | Michael Robbins
|
Jul 13, 2023 |
|
The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly
|
Jul 11, 2023 |
|
Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System
|
Jul 10, 2023 |
|
Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains
|
Jul 09, 2023 |
|
The Price of Time | Edward Chancellor & Joseph Wang
|
Jul 06, 2023 |
|
The Little-Known Entity That’s Lent Over $1 Trillion To U.S. Banks (10x The Fed!) | Professor Kathryn Judge on The Federal Home Loan Bank (FHLB) System
|
Jul 03, 2023 |
|
What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"
|
Jul 02, 2023 |
|
Will The Fed Get Their Soft Landing? | Weekly Round Up
|
Jul 01, 2023 |
|
Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth
|
Jun 30, 2023 |
|
The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR
|
Jun 26, 2023 |
|
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
|
Jun 25, 2023 |
|
Return Of The Bull Market? | On The Margin Round Up
|
Jun 24, 2023 |
|
Michael Howell: "QE Is Coming Back, Big Time"
|
Jun 22, 2023 |
|
SPACs Are Bonds, Actually | Louis Camhi
|
Jun 19, 2023 |
|
Jay Powell’s Plan To Kill The “Fed Put” | Danielle DiMartino Booth
|
Jun 15, 2023 |
|
Did The Fed Just Back Down? | Joseph Wang & Michael Ippolito
|
Jun 14, 2023 |
|
Higher For Longer | Robert Kaplan, Former Dallas Fed President & CEO
|
Jun 12, 2023 |
|
The Holy Grail of Macro Investing | Eric Crittenden
|
Jun 12, 2023 |
|
The Music Is About To Stop: John Toohig & Randy Woodward on Bank Lending, Deflation, and Secondary Loan Liquidity
|
Jun 09, 2023 |
|
Artificial Intelligence Bubble Has Only Just Begun, Says Citrini7, World's Hottest A.I. Stockpicker
|
Jun 07, 2023 |
|
Coinbase Sued By SEC | Casey Wagner
|
Jun 06, 2023 |
|
The Fed Put Still Lives | Vincent Daniel
|
Jun 06, 2023 |
|
Joseph Wang & Alex Etra: Trillion-Dollar Liquidity Drain Imminent
|
Jun 06, 2023 |
|
Rate Hikes Are Inflationary, Says Warren Mosler, Godfather of Modern Monetary Theory (MMT)
|
Jun 01, 2023 |
|
The Debt Ceiling Approaches | Joseph Wang & Dominique Dwor-Frecaut
|
May 28, 2023 |
|
Long Stocks, Long Dollar, Short Gold | Jason Shapiro
|
May 26, 2023 |
|
Bull Market In Oil Is Over (For Now) | Paul Sankey
|
May 22, 2023 |
|
The Return Of Bank Runs | Sheila Bair, Former FDIC Chair
|
May 19, 2023 |
|
Nicholas Glinsman on Banks, Commercial Real Estate, and China
|
May 18, 2023 |
|
The Fed's Playbook for Fighting Bank Panics, Now vs. The Great Depression | Dr. Jane Knodell
|
May 15, 2023 |
|
Why Bank Money Is “Disappearing” | Patrick Perret-Green
|
May 12, 2023 |
|
Why The U.S. Dollar Could Fall Even In A Recession | Jens Nordvig
|
May 11, 2023 |
|
Michael Pettis: China's Economic Growth Model Is Dying
|
May 08, 2023 |
|
The Fed’s "Controlled Demolition" of The Financial System | Danielle DiMartino Booth
|
May 04, 2023 |
|
Nick Timiraos: The Fed Doesn't Want Bank Failures In The News
|
May 04, 2023 |
|
Fed Downplays Bank Crisis As Another Bank Teeters | Jim Bianco
|
May 03, 2023 |
|
A Wild Ride In The Oil Market | Josh Young
|
May 02, 2023 |
|
The Failure of First Republic Bank | Chris Whalen & Randy Woodward
|
May 01, 2023 |
|
Dr. Perry Mehrling on The Dollar Standard, Globalization of Shadow Banking, and Charles Kindleberger
|
May 01, 2023 |
|
Jared Dillian: Sentiment Is Still Really, Really Bad
|
Apr 27, 2023 |
|
Nathan Tankus on The "Pozsar Moment" In Shadow Banking
|
Apr 25, 2023 |
|
Jeff Snider: The Credit Crunch Is Here As Ultra Rare Bond Market Signal Flashes Red For First Time Since 2008
|
Apr 24, 2023 |
|
An Update On The "March Banking Panic" | Weekly Round Up
|
Apr 22, 2023 |
|
Brent Johnson on Why The De-Dollarization Narrative Is Overhyped
|
Apr 21, 2023 |
|
Do Banks Have Enough Capital? | Dr. Martien Lubberink
|
Apr 20, 2023 |
|
Money Supply Is Falling By Most Since Great Depression | Danielle DiMartino Booth
|
Apr 18, 2023 |
|
PIMCO’s Cash King On Liquidity, Repo, Debt Ceiling, And Yield Curve Inversion | Jerome Schneider
|
Apr 17, 2023 |
|
Key Principles For Successful Trading | Simon Ree
|
Apr 17, 2023 |
|
Chris Whalen on Big Bank Earnings and the Return of Credit Risk
|
Apr 14, 2023 |
|
The Commercial Real Estate Default Cycle Has Only Just Begun | Dan McNamara
|
Apr 12, 2023 |
|
Lou Crandall & Joseph Wang: A Monetary Plumbing Masterclass
|
Apr 10, 2023 |
|
A Recession Is “Somewhat Unavoidable,” Says Liz Ann Sonders
|
Apr 06, 2023 |
|
The Next Chapter In Interest Rate History | Dr. Richard Sylla
|
Apr 05, 2023 |
|
The Bank Panic Is Already Over (Here’s Why) | John Maxfield
|
Apr 04, 2023 |
|
Peter Stella & Joseph Wang on Debt Death Spirals, Monetarism, and The Fiscal Theory Of The Price Level
|
Apr 03, 2023 |
|
Commercial Real Estate Is In Serious Trouble | Nick Halaris
|
Mar 30, 2023 |
|
Former Central Banker on China, Global Discord, and Financial Stability | Sir Paul Tucker
|
Mar 27, 2023 |
|
The Next Phase Of The Banking Crisis | Joseph Wang & Randy Woodward
|
Mar 23, 2023 |
|
Michael Howell: Can The Fed Keep Raising Rates During A Banking Crisis? | Michael Howell
|
Mar 22, 2023 |
|
Something Systemic Has Happened | Daniel Neilson
|
Mar 21, 2023 |
|
Marc Cohodes: The Stock Market Is Not A Game
|
Mar 20, 2023 |
|
The Banks Didn’t Hedge Enough | Mustafa Chowdhury
|
Mar 19, 2023 |
|
This is NOT 2008 | Harris Kupperman
|
Mar 17, 2023 |
|
Governor Kuroda: The Decade’s Most Consequential Central Banker
|
Mar 16, 2023 |
|
Lyn Alden: Bank Runs And The Financial Repression End Game | Lyn Alden
|
Mar 15, 2023 |
|
Michael Kao: Bank Bailout Allows The Fed To Tighten Even More
|
Mar 14, 2023 |
|
The Bank Bailout Will Create Moral Hazard | Joseph Wang & Stephen Miran
|
Mar 13, 2023 |
|
The Bank Crisis Is "Overblown" | Joseph Wang
|
Mar 13, 2023 |
|
Danielle DiMartino Booth: A Banking Panic Makes The Fed’s Job More Difficult
|
Mar 13, 2023 |
|
“Crazy Things” Are Happening In The Japanese Bond Market | Weston Nakamura
|
Mar 11, 2023 |
|
Chris Whalen: The Fed Is To Blame For The Collapse of Silicon Valley Bank
|
Mar 10, 2023 |
|
Does Powell Mean Business? | David Hay
|
Mar 09, 2023 |
|
The Case For Bonds | Alfonso Peccatiello
|
Mar 06, 2023 |
|
Breaking Down Warren Buffett's 2023 Shareholder Letter | Yun Li
|
Mar 04, 2023 |
|
Navigating A "Structural Shift" In Markets | Joseph Wang & Martin Pelletier
|
Mar 03, 2023 |
|
Mike Green: Recession Approaches As Housing & Car Markets Weaken
|
Mar 02, 2023 |
|
Restrictions On Investments Into China Are Imminent | Harald Malmgren & Nicholas Glinsman
|
Feb 27, 2023 |
|
Doomberg & Steve Keen: The Green New Deal and Energy Security
|
Feb 23, 2023 |
|
The Soft Landing Will Be Transitory | Bob Elliott & Andy Constan
|
Feb 20, 2023 |
|
Learning From Financial Crises | Joseph Wang & Steven Kelly
|
Feb 16, 2023 |
|
Michael Howell: Liquidity Is Back
|
Feb 13, 2023 |
|
Bear Market Not Over, Says Veteran Trader Who Made 163% Return in 2022 | Neal Berger
|
Feb 09, 2023 |
|
The Bond Market Is Wrong | Joseph Wang & Dominique Dwor-Frecaut
|
Feb 06, 2023 |
|
Central Bankers vs. The Bond Market | Roger Hirst
|
Feb 02, 2023 |
|
Jim Bianco on Fed Chair Powell's Reluctance To Discipline The Bulls (February 2023 FOMC)
|
Feb 01, 2023 |
|
What This Fed Watcher Is On The Lookout For | Colby Smith (February 2023 FOMC)
|
Jan 31, 2023 |
|
Earnings Season Is Strong (So Far) | Sam Burns
|
Jan 31, 2023 |
|
The Bear Market Ended Months Ago, Says Master of Turning Points | Milton Berg
|
Jan 26, 2023 |
|
Dusting Off The Recession Playbook | Tian Yang
|
Jan 23, 2023 |
|
“Transitory Goldilocks” Is Here | Darius Dale
|
Jan 19, 2023 |
|
Bank of Japan Widow-Makes Once Again | Weston Nakamura
|
Jan 18, 2023 |
|
The Soft Landing “Blue Pill” Is Overpriced | Andy Constan
|
Jan 16, 2023 |
|
The Big Bank Deep Dive | Alex Gray
|
Jan 13, 2023 |
|
Will The Fed Get Their Soft Landing? | Jeff Snider & Bob Elliott
|
Jan 12, 2023 |
|
Jacob Shapiro on Russia, Ukraine, and China
|
Jan 10, 2023 |
|
The Era of American Stock Dominance Is Over | Kevin Muir
|
Jan 09, 2023 |
|
Crypto’s 2023 “Health Check” | Vance Spencer
|
Jan 06, 2023 |
|
“Nightmare Scenario” For The Fed | Felix Jauvin
|
Jan 05, 2023 |
|
A Masterclass In Central Banking | Professor Jane Knodell
|
Jan 02, 2023 |
|
All You Ever Wanted To Know About Interest Rates | DC Analyst
|
Dec 29, 2022 |
|
The Fed Will Tighten "As Far As They Can" Into 2023 | Joseph Wang & George Goncalves
|
Dec 26, 2022 |
|
Private Markets To Implode As Fed Hikes to 7% | Bilal Hafeez
|
Dec 22, 2022 |
|
Bank of Japan’s Capitulation Perturbs Global Bond Market | Weston Nakamura
|
Dec 20, 2022 |
|
The Technicals Are Bearish | Katie Stockton
|
Dec 19, 2022 |
|
China’s Economic House Of Cards | Kyle Bass & Nick Glinsman
|
Dec 16, 2022 |
|
Everything You Need To Know About The Fed’s Meeting | Danielle DiMartino Booth
|
Dec 12, 2022 |
|
Felix Zulauf: Credit Meltdown Will Force The Federal Reserve To Backtrack On Tight Money Policy
|
Dec 09, 2022 |
|
David Rubenstein, Billionaire Investor Who Hired Jay Powell, On What Makes A Great Investor
|
Dec 08, 2022 |
|
Cash Is King In Multi-Year Recessionary Bear Market | Chance Finucane
|
Dec 05, 2022 |
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The Car Market Is Crashing | Paul Hodges
|
Dec 01, 2022 |
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FTX and “The Money Noose”: Scott Skyrm On The Fall of MF Global
|
Nov 29, 2022 |
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CeFi Crypto Contagion Is Just Getting Started, Says Analyst Who Predicted FTX's Fall
|
Nov 28, 2022 |
|
Liquidity In Crypto Is Declining | Scott Freeman
|
Nov 24, 2022 |
|
Learning From Market Tremors | Hari Krishnan
|
Nov 21, 2022 |
|
Joseph Wang & William White: Mammoth Interest Rate Hikes Are Causing Trouble In Sovereign Debt
|
Nov 17, 2022 |
|
Forced Retirement Selling May Disrupt Santa Rally | Zed Francis
|
Nov 14, 2022 |
|
Commodity Prices Are Due For A Severe Correction, Says Mike McGlone
|
Nov 10, 2022 |
|
There’s Just Not Enough Energy | Harris Kupperman & Porter Collins
|
Nov 09, 2022 |
|
Everything You Need To Know About Crypto's FTX-Driven Downturn | Matt Fiebach
|
Nov 08, 2022 |
|
The Economy Is Slowing Much Faster Than The Fed Thinks | Peter Tchir
|
Nov 07, 2022 |
|
The Chemicals Market Is Bearish – Stupendously Bearish | Paul Hodges
|
Nov 04, 2022 |
|
Jim Bianco & Joseph Wang on November Fed Meeting: Much Higher For Much Longer!
|
Nov 03, 2022 |
|
Joseph Wang & Nick Timiraos: What You Need To Know For The November Fed Meeting
|
Nov 01, 2022 |
|
Inflation Will Run Hot For The Rest Of The Decade, Says Vincent Deluard
|
Oct 31, 2022 |
|
IMPORTANT: Announcing Blockworks’ Latest Podcast, 0xResearch
|
Oct 28, 2022 |
|
The European Central Bank Goes On The Offensive | Daniel Neilson (LIVE)
|
Oct 28, 2022 |
|
Lyn Alden: The Bursting Of The Sovereign Bond Bubble
|
Oct 27, 2022 |
|
The Fed Won’t Rescue The Housing Market | Danielle DiMartino Booth
|
Oct 24, 2022 |
|
The Fed Blundered In 2008 —And It’s Blundering Now | Richard Field
|
Oct 20, 2022 |
|
Oil Will Dethrone The Fed (Here’s Why) | Harris Kupperman & Porter Collins
|
Oct 18, 2022 |
|
Banks Are Finally Making Money Again | Chris Whalen
|
Oct 17, 2022 |
|
George Noble: A 20-50% Market Crash Is Coming
|
Oct 13, 2022 |
|
The Bond Market Is Already Broken - Stocks and Housing Are Next | Harley Bassman & Joseph Wang
|
Oct 10, 2022 |
|
Learning From the Most Ruthless Robber Baron (Jay Gould) | Greg Steinmetz
|
Oct 06, 2022 |
|
Liquidity Spiral In The Bond Market Is Causing "Tremendous Stress" | Jim Bianco
|
Oct 03, 2022 |
|
Oil Will Trade Flat To Down Until Biden Backs Down & China Re-Opens | Rory Johnston
|
Sep 29, 2022 |
|
What Will Break First? | Joseph Wang & Peter Crane
|
Sep 26, 2022 |
|
"I'm Surprised The Market's Not Down More" | Aswath Damodaran
|
Sep 22, 2022 |
|
The Sovereign Debt Crisis Is Coming | Brent Johnson
|
Sep 20, 2022 |
|
The Bear Market Has Only Just Begun | Ted Oakley
|
Sep 19, 2022 |
|
The Energy Trade Has Gone Too Far | Jared Dillian
|
Sep 15, 2022 |
|
False Dawn: Why The Rally Is Over | Andy Constan & Joseph Wang
|
Sep 13, 2022 |
|
The Rise of "Legal Fraud" | Bethany McLean
|
Sep 12, 2022 |
|
The Eurodollar Market Is “Dead,” Says Godfather of Financial Derivatives | Dr. Richard Sandor
|
Sep 08, 2022 |
|
The Plumbing Of Global Finance Is Clogged | Joseph Wang & Daniel Neilson
|
Sep 05, 2022 |
|
The Fed Doesn’t Have What It Takes To Fight Inflation | Joseph Wang & Mish Shedlock
|
Sep 01, 2022 |
|
Convertible Bonds: The Everything Asset Class | Paul Latronica
|
Aug 29, 2022 |
|
The Global Shipping Crisis Is Not Over | Sal Mercogliano
|
Aug 25, 2022 |
|
The Fed’s Ticking Time Bomb Is About To Explode | Joseph Wang & Chris Whalen
|
Aug 22, 2022 |
|
Why Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack Farley
|
Aug 18, 2022 |
|
Liquidity Has “Dried Up,” Says $100 Billion Investor | Jeffrey Sherman
|
Aug 18, 2022 |
|
The Fed Is Not In Control Of The Eurodollar System | Hugh Hendry
|
Aug 15, 2022 |
|
Real GDP Lending on Blockchain Could Be A Gamechanger | Bill Wolf
|
Aug 11, 2022 |
|
Real Estate Market Will Stay "Savagely Unhealthy" For A Long Time | Logan Mohtashami
|
Aug 09, 2022 |
|
Pelosi’s Visit To Taiwan Has Angered China | Jacob Shapiro
|
Aug 04, 2022 |
|
Collapsing Liquidity Has Put The Commodity Supercycle on Hold | Tian Yang
|
Aug 04, 2022 |
|
Summer Meltdown In Stocks Unlikely, Says Volatility Expert Noel Smith
|
Aug 01, 2022 |
|
The Most Misunderstood Asset Class Of All Time | Louis Camhi
|
Jul 28, 2022 |
|
There Are No Doves Left At The Federal Reserve | Nick Timiraos
|
Jul 27, 2022 |
|
Credit Market Implosion Will Be Severe, Says Harald Malmgren | Nicholas Glinsman, Harald Malmgren
|
Jul 25, 2022 |
|
Why Are Commodities Crashing? | Tracy Shuchart
|
Jul 21, 2022 |
|
Making Informed Decisions as an Individual Investor | Kyrill Asatur
|
Jul 18, 2022 |
|
No Clear Sign Of Recession Yet, Says Nick Reece
|
Jul 14, 2022 |
|
Will A Recession End The Commodity Bull Market? | Rick Rule
|
Jul 11, 2022 |
|
We Are Living In A Silent Depression | Emil Kalinowski
|
Jul 07, 2022 |
|
Why 2022 Isn't A "Buy The Dip" Market | Victoria Greene
|
Jul 04, 2022 |
|
Stagflation 2.0 Is Here To Stay | Ronald Stöferle and Mark Valek
|
Jun 30, 2022 |
|
“In 6 to 12 Months, We’re Going To Have A Big Problem” | Eric Basmajian & Joseph Wang
|
Jun 27, 2022 |
|
A Profit Recession Is Coming, An End To Inflation Is Not | Vincent Deluard
|
Jun 23, 2022 |
|
Trading Volatility in Volatile Markets | Benn Eifert
|
Jun 20, 2022 |
|
Market Crash Unlikely Until July, Says Volatility Veteran | Noel Smith
|
Jun 17, 2022 |
|
Cash Is King During Fed's Hawkish Warpath, Says Former $20 Billion Fund Manager
|
Jun 16, 2022 |
|
“Soft Landing” Very Unlikely As Global Inflation Crisis Rages On | Darius Dale & Juliette Declercq
|
Jun 16, 2022 |
|
The Bear Market Is Here, What Next? | Joseph Wang & Alfonso Peccatiello
|
Jun 13, 2022 |
|
Liquidity Has Fallen Off A Cliff | Joseph Wang & Michael Howell
|
Jun 13, 2022 |
|
The Fed Is Burning Money | Harley Bassman
|
Jun 09, 2022 |
|
Inflation Is Popping The Biggest Asset Bubble Of All Time | Michael Kao
|
Jun 06, 2022 |
|
Fed Hawkishness Is A “Charade” - If Powell Doesn’t Pivot, Prepare For A Depression | Larry McDonald
|
Jun 02, 2022 |
|
Energy Stocks Remain Undervalued, Says World’s Best Performing Hedge Fund Manager | Josh Young
|
May 30, 2022 |
|
Europe and China: Already In Recession | Paul Hodges
|
May 26, 2022 |
|
Central Banks Are Scrambling To Contain An Inflationary Wage Price Spiral | Nick Glinsman & Joseph Wang
|
May 25, 2022 |
|
The Fed's $3 Trillion Problem | Maroon Macro & Joseph Wang
|
May 24, 2022 |
|
Can Gold Withstand the Liquidity Drain? | Sean Fielder
|
May 19, 2022 |
|
Why Fed Chair Powell is NOT Coming To Rescue Stocks | Alfonso Peccatiello
|
May 16, 2022 |
|
The “Everything Risk” Is Here | Ed Harrison
|
May 12, 2022 |
|
It’s “Game Over” For The Everything Bubble, Says George Noble, Peter Lynch’s Protégé
|
May 09, 2022 |
|
The Food & Energy Crisis Has Only Just Begun | Doomberg
|
May 05, 2022 |
|
Fed Chair Powell Says Goodbye To Era Of Easy Money | Jim Bianco & Joseph Wang
|
May 05, 2022 |
|
A Dilemma Of The Fed’s Own Making | Danielle DiMartino Booth & Joseph Wang
|
May 02, 2022 |
|
Why The Repo Market Will Need The Fed’s Cash Yet Again | Scott Skyrm & Joseph Wang
|
Apr 29, 2022 |
|
The “Short Everything” Trade | Teddy Vallee
|
Apr 28, 2022 |
|
Can Europe's Economy Handle Russian Sanctions? | Frances Coppola
|
Apr 25, 2022 |
|
Expect a 30% Correction in Stocks, Says Godfather Of Global Liquidity | Michael Howell
|
Apr 21, 2022 |
|
Commercial Banks Taper Treasury Purchases | Joseph Wang & DC Analyst
|
Apr 20, 2022 |
|
Think Rising Rates Are Good For Banks? Think Again!
|
Apr 18, 2022 |
|
Slaying the Inflation Dragon | Jurrien Timmer
|
Apr 14, 2022 |
|
Inflation Forces The Fed's Hand | Joseph Wang & George Goncalves
|
Apr 13, 2022 |
|
Birth of the U.S. Dollar | Roger Lowenstein
|
Apr 10, 2022 |
|
Bullish Commodities? Not So Fast | Lukas Kuemmerle
|
Apr 07, 2022 |
|
Zoltan Pozsar Calls For Bretton Woods III | Joseph Wang
|
Apr 06, 2022 |
|
Inflationary Recession Is On The Horizon | Paul Hodges
|
Apr 03, 2022 |
|
When Volatility Strikes, Watch Out! | Kris Sidial
|
Mar 31, 2022 |
|
Nothing Destroys Inflation Like a Recession | Darius Dale
|
Mar 27, 2022 |
|
Will Janet Yellen Pull the Trigger? | Andy Constan
|
Mar 24, 2022 |
|
The Fed's Forward Guidance Is No More | with Nick Timiraos
|
Mar 22, 2022 |
|
Short Selling in the Age of Fraud | Carson Block
|
Mar 20, 2022 |
|
Options Trading for Macro Investors | Imran Lakha
|
Mar 17, 2022 |
|
The Bond Market Has Spoken. Should Investors Listen? | Joseph Wang & Harley Bassman
|
Mar 16, 2022 |
|
Fed Faces "Debt Death Spiral" While Inflation Soars | Luke Gromen & Jim Bianco
|
Mar 13, 2022 |
|
Gold to $10,000 in The Big Reset | Willem Middelkoop
|
Mar 10, 2022 |
|
Does The Fed Control The Dollar? | Jeff Snider & Joseph Wang
|
Mar 08, 2022 |
|
The "Money Illusion" Keeps the Economy Hot | Juliette Declercq
|
Mar 06, 2022 |
|
Kharkiv Under Siege Yet Russian Oil Still Flows | Jacob Shapiro
|
Mar 04, 2022 |
|
The Central Bank Of Russia Is On The Defensive with Joseph Wang & Frances Coppola
|
Mar 03, 2022 |
|
How Passive HODL-ing Of Stocks Leads to Extreme Crashes | Mike Green
|
Feb 27, 2022 |
|
Consequences of Russia's Invasion of Ukraine with Jacob Shapiro
|
Feb 24, 2022 |
|
Russia/Ukraine Crisis To Cause Commodity “Doom Loop” | Jacob Shapiro
|
Feb 23, 2022 |
|
Why Inflation Will Dissipate | Bilal Hafeez
|
Feb 20, 2022 |
|
Is a Bear Market Imminent? | Tom Thornton
|
Feb 17, 2022 |
|
Bank of Japan Re-embraces Yield Curve Control | Roundup
|
Feb 15, 2022 |
|
The Fed Won't Get their Soft Landing | Jim Bianco
|
Feb 13, 2022 |
|
Financial Meltdown: The Trades Of March 2020 | Alex Gurevich
|
Feb 10, 2022 |
|
European Bonds Throw A Tantrum | Joseph Wang
|
Feb 08, 2022 |
|
The Next Big Short: The Debt Supercycle | Vincent Daniel, Porter Collins
|
Feb 06, 2022 |
|
The Fed Doesn't Care About Your Feelings | Liz Young
|
Feb 03, 2022 |
|
Will The Dollar’s Rise Crush Central Banks’ Plans?
|
Feb 01, 2022 |
|
Lessons From The Asian Financial Crisis | Russell Napier
|
Jan 30, 2022 |
|
Has the Fed Abandoned Risk Assets? | Joseph Wang
|
Jan 28, 2022 |
|
Upcoming Risks for Stocks and Bitcoin | Lyn Alden
|
Jan 25, 2022 |
|
Inflation or Recession - Which Will the Fed Choose? } Jared Dillian
|
Jan 21, 2022 |
|
Stock & Crypto Options Have Exploded - What’s Next? | Imran Lakha & Ming Zhao
|
Jan 18, 2022 |
|
The Powell Put Won't Save Stocks | Joseph Wang
|
Jan 14, 2022 |
|
Can Earning Season Save Growth Stocks? | Sam Burns
|
Jan 12, 2022 |
|
The Crisis Brewing in Energy Markets | Tracy Shuchart
|
Jan 07, 2022 |
|
There’s A Bubble in The Inflation Narrative | Darius Dale
|
Jan 04, 2022 |
|
Bitcoin & Gold During Monetary Climate Change | Ronnie Stoeferle
|
Dec 31, 2021 |
|
The Hidden Risks of Passive Investing | Steven Bregman
|
Dec 28, 2021 |
|
Former Fed Trader: Rate Hikes Will Crash Markets | Joseph Wang
|
Dec 24, 2021 |
|
Felix Zulauf’s Big Calls For 2022 And Beyond
|
Dec 21, 2021 |
|
The Bull Market In Crap Is Over | Kevin Muir
|
Dec 17, 2021 |
|
Are Bonds Pricing in a Market Crash? | Alfonso Peccatiello
|
Dec 14, 2021 |
|
Inflation Is Not Transitory, And Neither Is The Bear Market In Atrocious Companies | Harris Kupperman
|
Dec 10, 2021 |
|
A Little Bitcoin Goes a Long Way | James Butterfill
|
Dec 07, 2021 |
|
The Unintended Consequences of Central Banks' Easy Money | William White
|
Dec 03, 2021 |
|
Investment Strategies to PROFIT From Inflation (Not Just Hedge) | James Davolos
|
Nov 30, 2021 |
|
The Dollar Rises With Crypto And Gold - What Gives? | Michael Nicoletos at DAS: London
|
Nov 26, 2021 |
|
The Psychological Toll of Inflation | Vincent Deluard
|
Nov 23, 2021 |
|
How To Spot Overvalued Companies | Tobias Carlisle
|
Nov 19, 2021 |
|
Is Inflation Overhyped? | Eric Basmajian
|
Nov 12, 2021 |
|
Deconstructing Macro Narratives About Inflation, Bonds, and Bitcoin | Huw Roberts, Quant Insight
|
Nov 05, 2021 |
|
Hunting for Hidden Financial Risks | Stephen Clapham
|
Nov 02, 2021 |
|
The Global Energy Crisis, Explained | Warren Pies
|
Oct 29, 2021 |
|
The Unwinding of the Long Term Debt Cycle | Lyn Alden
|
Oct 27, 2021 |