Forward Guidance

Episodes:

• Why The Fed Rate Cuts Were A Mistake | Michael Kao 2024-11-25 14:00:00
• Mastering Risk Management In A Rotational Market | Weekly Roundup 2024-11-23 14:00:00
• Exercising Caution Amid Market Euphoria | Weekly Roundup 2024-11-16 14:00:00
• Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran 2024-11-13 15:21:00
• The Stock Market Melt Up Is About To Accelerate | George Robertson 2024-11-12 14:00:00
• Positioning For The New Post-Election Market Regime | Weekly Roundup 2024-11-09 14:00:00
• Biggest Takeaways From The Fed Interest Rate Decision | Bob Elliot 2024-11-08 14:00:00
• Unpacking The Election’s Impact On Markets | Cem Karsan 2024-11-06 22:13:00
• Why The Macro Is Still Bullish Liquidity | Weekly Roundup 2024-11-02 14:00:00
• Where Are We In The Bull Market? | Jurrien Timmer 2024-10-29 13:00:00
• Is It Too Late To Buy Election Hedges? | Weekly Roundup 2024-10-26 13:00:00
• Is It Too Late To Buy Election Hedges? | Weekly Roundup 2024-10-26 13:00:00
• Breaking Down The Current Business Cycle | Eric Basmajian 2024-10-22 13:00:00
• Debating The Election’s Impact On Markets | Weekly Roundup 2024-10-19 13:00:00
• Debating The Election’s Impact On Markets | Weekly Roundup 2024-10-19 13:00:00
• The Bull Market Is Broadening | Tony Greer 2024-10-16 13:00:00
• What is Macro Telling Us? | Weekly Roundup 2024-10-12 13:00:00
• LIVE From Permissionless | Forward Guidance & 1000x Collab Stream 2024-10-09 20:50:00
• Stellar Jobs Report Sends Recession Odds Spiraling | Weekly Roundup 2024-10-05 13:00:00
• Where The Next Big Bond Trade Is Hiding | Harley Bassman 2024-10-02 13:00:00
• Where The Next Big Bond Trade Is Hiding | Harley Bassman 2024-10-02 13:00:00
• China's Liquidity Impulse, A Turning Point For Markets | Weekly Roundup 2024-09-27 15:22:00
• China Easing May Be A Turning Point For Markets | Weekly Roundup 2024-09-27 15:22:00
• Slowing But Growing: Why The U.S. Isn’t Headed For Recession | Prometheus Research 2024-09-24 17:22:00
• What The Latest Fed Decision Means For Markets | Weekly Roundup 2024-09-24 16:41:00
• What The Latest Fed Decision Means For Markets | Weekly Roundup 2024-09-21 13:00:00
• Fed Is Easing Into Major Regime Shift | Darius Dale 2024-09-17 21:42:00
• Richard Koo: China’s “Balance Sheet Recession” Has Already Started | (Jack’s Final Episode) 2024-09-13 21:24:00
• CDO Whisperer Brett Jefferson on Securitization Markets and TruPS CDO Relics 2024-09-12 16:18:00
• Structured Credit Maven Laila Kollmorgen on CLO’s Rally and Opportunity To Differentiate As Fundamentals Soften and Prices Climb | VanEck Fireside Chat #6 2024-09-11 20:13:00
• Bitcoin's Path To $3 Million Dollars | Matthew Sigel 2024-09-10 15:59:00
• Gold Stocks Are Undervalued | Imaru Casanova (VanEck Fireside Chat #4) 2024-09-06 17:43:00
• There Will Be No Recession | Jonny Mathews 2024-09-05 18:00:00
• The Labor Market Is Cooling | Talmon Smith & Jack Farley (Driving Back from Camp Kotok) 2024-09-05 11:00:00
• India Is The Most Promising Emerging Market | Angus Shillington 2024-08-29 13:00:00
• Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz 2024-08-27 19:52:00
• Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession 2024-08-26 14:58:00
• How the Dollar Will Be Gradually Eroded by Emerging Market Currencies | Eric Fine & Natalia Gurushina (VanEck Fireside Chat) 2024-08-22 15:49:00
• The Strategies & Risks In Quant Trading | Mike Harris 2024-08-19 13:00:00
• Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market 2024-08-12 15:20:00
• Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market 2024-08-12 15:20:00
• The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trade, and the Exaggerated Rumors of the Dollar’s Demise 2024-08-08 14:04:00
• The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol, and How He’s Trading VIX Spike & Stock Market Crash 2024-08-05 19:05:00
• Mike Green: Passive Stock Market Edifice Put To The Test As Recession A Near Certainty 2024-08-02 21:24:00
• Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election 2024-08-01 20:19:00
• Why Credit Conditions Have Actually Eased Over Past Year | Oaktree’s Wayne Dahl on High-Yield Bonds, Leveraged Loans, Private Credit, and the Recession Yet To Arrive 2024-07-29 17:44:00
• Tommy Thornton: Tech Stocks Are In A Bubble 2024-07-28 18:00:00
• How U.S. Treasury Is Fighting The Fed | Nouriel Roubini & Stephen Miran on Treasury’s $800 Billion of “Stealth QE” via “Activist Treasury Issuance” (ATI) 2024-07-23 15:01:00
• Banks Are Cleaning House Of Their Bad Assets | Chris Whalen 2024-07-22 20:01:00
• China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle 2024-07-18 17:55:00
• Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle 2024-07-15 14:21:00
• Airline Revenues Are Soaring. Their Profits Are Not | Planes And Trains Expert Jay Shabat on Depressed Railroad Volumes And Global Air Traffic 2024-07-11 14:19:00
• Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg 2024-07-08 15:10:00
• BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans 2024-07-02 11:00:00
• “Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later 2024-06-27 15:19:00
• Oil & Crypto Trader Jonah van Bourg: Altcoins Going to Zero, Bitcoin Bull Move Is Just Getting Started, and Oil Vol Is Overpriced 2024-06-25 16:23:00
• The Next Big Thing In Capital Markets | David Goone 2024-06-24 15:47:00
• Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins 2024-06-20 17:47:00
• Citrini on 2024 Election Portfolio Construction And AI “Mania” 2024-06-18 22:50:00
• Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest Rate Hikes | Eric Pachman’s Data-Visualizations On Why Inflation & Hiring Are Sticky 2024-06-17 17:52:00
• Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market 2024-06-13 20:00:00
• “Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy 2024-06-12 22:27:00
• Secrets of the Federal Reserve’s Unconventional Monetary Policy | William English, former Director of Division of Monetary Affairs for the Fed Board of Governors, on Quantitative Easing (QE) and Forward Guidance 2024-06-10 19:42:00
• Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time) 2024-06-06 19:01:00
• The Modular Integration Spectrum | Keone & Zon 2024-06-05 14:51:00
• Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered 2024-06-04 18:04:00
• The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup 2024-06-01 18:44:00
• Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now) 2024-05-31 16:41:00
• Jack Ryan on The Housing Cartel That's Stifling The American Economy 2024-05-30 17:44:00
• In This Economy? | Kyla Scanlon 2024-05-30 13:41:00
• Jack Ryan on The Housing Cartel That's Stifling The American Economy 2024-05-28 19:05:00
• James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World 2024-05-23 18:25:00
• Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes 2024-05-20 17:43:00
• Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors 2024-05-16 14:50:00
• Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker 2024-05-14 11:00:00
• Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case 2024-05-09 11:00:00
• Andy Constan: The Bond Market Will Take The Stock Market Down With It 2024-05-06 20:03:00
• Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle 2024-05-02 18:03:00
• Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024 2024-05-01 22:35:00
• The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund 2024-04-30 18:05:00
• The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman 2024-04-25 14:19:00
• Can The U.S Handle High Interest Rates Past 2024? | Ben Miller 2024-04-22 14:00:00
• Chris Whalen: “Higher For Longer” Interest Rate Regime Is Bad For Banks 2024-04-21 20:03:00
• The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market 2024-04-18 17:55:00
• Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong 2024-04-15 20:09:00
• The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield” 2024-04-08 21:07:00
• Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold 2024-04-04 19:00:00
• The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks 2024-04-01 22:00:00
• Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak” 2024-03-29 15:00:00
• Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024) 2024-03-28 11:00:00
• Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation 2024-03-26 16:59:00
• Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank) 2024-03-18 13:00:00
• Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock 2024-03-14 18:44:00
• Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle 2024-03-12 16:00:00
• 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 2024-03-08 16:01:00
• The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed 2024-03-07 19:04:00
• Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929 2024-03-04 18:04:00
• Remi Tetot on AI, Crypto, and Uranium 2024-03-03 22:24:00
• Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing 2024-02-29 20:06:00
• Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness 2024-02-27 20:30:00
• Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness 2024-02-27 18:37:00
• Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China 2024-02-26 15:40:00
• Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank 2024-02-23 14:44:00
• Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility 2024-02-22 15:49:00
• Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts 2024-02-21 04:21:00
• Secrets of Small Cap Value Investing | Kyle Mowery 2024-02-19 13:12:00
• The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba 2024-02-16 21:16:00
• The Rising Risks In The “Private Credit” Lending Bonanza | Andrzej Skiba 2024-02-15 21:00:00
• Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary) 2024-02-13 18:18:00
• Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank 2024-02-13 15:26:00
• Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank 2024-02-12 20:50:00
• China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever 2024-02-09 16:57:00
• Citrini: The Next Phase of The Stock Market's AI-Obsession 2024-02-07 17:43:00
• Citrini: The Next Phase of The Stock Market's AI-Obsession 2024-02-07 04:08:00
• Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities 2024-02-05 18:08:00
• 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 2024-02-01 00:24:00
• U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey 2024-01-29 23:11:00
• 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 2024-01-26 23:56:00
• David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba 2024-01-25 18:54:00
• Neil Dutta: Why There Was No Recession In 2023 2024-01-22 15:28:00
• Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy 2024-01-18 23:51:00
• Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor 2024-01-16 23:21:00
• Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported 2024-01-16 20:40:00
• Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High 2024-01-14 23:51:00
• Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening 2024-01-13 12:00:00
• Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing? 2024-01-11 20:57:00
• Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation 2024-01-08 23:31:00
• Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades 2024-01-05 21:13:00
• Dispatches From India | Andrei Stetsenko, Partner at Farley Capital 2024-01-04 18:00:00
• Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust 2024-01-02 19:47:00
• The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian 2023-12-30 18:14:00
• Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans 2023-12-25 14:23:00
• Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par 2023-12-21 21:21:00
• Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades 2023-12-19 18:43:00
• Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans 2023-12-12 21:01:00
• The Banking System Is Healing | Dan Siciliano & Michael Ericson 2023-12-11 15:24:00
• Felix Zulauf: The End Of The Liquidity Cycle Approaches 2023-12-07 16:51:00
• Felix Zulauf: The End Of The Liquidity Cycle Approaches 2023-12-07 16:51:00
• Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies 2023-12-04 23:55:00
• Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg 2023-12-01 01:45:00
• Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact 2023-11-29 01:03:00
• Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued 2023-11-24 19:29:00
• The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman 2023-11-21 21:00:00
• Jason Shapiro: It’s Too Early To Get Long Bonds 2023-11-16 22:59:00
• George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal Supremacy Will Drive Stocks To “Ponzi Stage” 2023-11-13 17:37:00
• The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps 2023-11-10 12:00:00
• Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns 2023-11-09 12:00:00
• The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli 2023-11-06 18:53:51
• Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds 2023-11-03 16:35:27
• Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley) 2023-11-01 22:19:28
• “We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk 2023-10-30 21:36:47
• “We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk 2023-10-30 21:36:00
• Does Historic Cheapness Of Agency Mortgage-Backed Securities (MBS) Indicate Funding Stress? Dave Goodson, Professor Jeremy Siegel, Jeremy Schwartz, and Jack Farley 2023-10-29 13:00:00
• Sam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of The Century 2023-10-27 02:56:21
• Duration Remains Unattractive, Says Veteran High Yield Bond Investor 2023-10-26 16:00:00
• A Deep Dive On China's Financial System | Aidan Garrib 2023-10-23 18:00:00
• A Deep Dive On China's Financial System | Aidan Garrib 2023-10-23 18:00:00
• Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and the Boundaries Of Debt-Fueled Economic Growth 2023-10-20 12:20:00
• John Toohig & Nate Stovall: Bank Loan Market Is “Very Frozen” 2023-10-18 23:30:00
• John Toohig & Nate Stovall: Bank Loan Market Is “Very Frozen” 2023-10-18 23:30:00
• Chris Whalen: Banking System On “Knife’s Edge” As Fed “May Destroy The World” 2023-10-17 23:23:00
• The Future Of Financial Repression | Helen Thompson on Energy, Capital Controls, and the Federal Reserve 2023-10-16 15:00:00
• Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024 2023-10-12 17:09:00
• Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes 2023-10-09 11:00:00
• Lyn Alden: The Monetary Order Is Broken 2023-10-05 18:14:53
• The Great Bond Bear Steepening | Alfonso Peccatiello 2023-10-03 19:05:37
• Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent 2023-09-28 14:58:25
• GameStop, Citadel, And The Fleecing Of Small Investors | Spencer Jakab 2023-09-26 11:00:00
• Former CFTC Commissioner Brian Quintenz On Crypto Regulation 2023-09-25 17:23:00
• The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson 2023-09-23 19:42:00
• Danielle DiMartino Booth: Jay Powell Just “Went Way Off Script” At September Fed Meeting 2023-09-20 22:50:12
• SEC Commissioner Hester Peirce on Regulation In Crypto, SPACs, and Money Market Funds 2023-09-20 01:00:00
• Former CFTC Commissioner Brian Quintenz On Crypto Regulation 2023-09-19 23:00:00
• Jim Bianco, Mark Yusko, & Jurrien Timmer on Real Interest Rates, Banking System, and Crypto (Panel at Permissionless 2023) 2023-09-18 20:59:17
• Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview) 2023-09-17 17:38:00
• Jim Bianco: No Recession, No Landing 2023-09-15 22:08:08
• Andrew Beer: Hedge Funds Charge Way, Way Too Much 2023-09-14 15:08:00
• Eric Basmajian: Why The U.S. Economy Hasn’t Entered Recession Yet (And Why He Is Confident It Will Soon) 2023-09-12 20:00:00
• Eric Basmajian: Why The U.S. Economy Hasn’t Entered Recession Yet (And Why He Is Confident It Will Soon) 2023-09-12 20:00:00
• Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast) 2023-09-12 18:07:00
• Milton Berg: The Stock Market Is In Trouble 2023-09-08 23:00:00
• Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro 2023-09-06 11:00:00
• "Credit Shock" In Commercial Real Estate Credit Shock | John Toohig, Victor Calanog, and Thomas LaSalvia 2023-09-05 14:13:34
• "Credit Shock" In Commercial Real Estate | John Toohig, Victor Calanog, and Thomas LaSalvia 2023-09-05 14:13:00
• "Credit Shock" In Commercial Real Estate | John Toohig, Victor Calanog, and Thomas LaSalvia 2023-09-05 14:13:00
• A Recession Is Coming In The Next 6 Months | David Rosenberg 2023-08-31 18:06:33
• David Rosenberg: A Recession Is Coming In The Next 6 Months 2023-08-31 18:06:00
• A Recession Is Coming In The Next 6 Months | David Rosenberg 2023-08-31 18:06:00
• Vincent Deluard: The “Magic Money” That Prevented Recession Is About To Disappear 2023-08-29 21:46:00
• Vincent Deluard: The “Magic Money” That Prevented Recession Is About To Disappear 2023-08-29 21:46:00
• Business Cycle Slowdown Will Intensify Into Recession | Mike Singleton 2023-08-28 22:48:22
• ESG: The 40 Trillion Dollar Bubble | Mark Neuman 2023-08-25 11:00:00
• The Next Chapter in Emerging Markets Investing | Marshall Stocker, Co-Head of Emerging Markets, Morgan Stanley 2023-08-24 11:58:00
• Government Debt Crisis Has Hit U.S. Banks | Bill Isaac, Former FDIC Chair 2023-08-22 02:23:00
• Government Debt Crisis Has Hit U.S. Banks | Bill Isaac, Former FDIC Chair 2023-08-22 02:23:00
• Government Debt Crisis Has Hit U.S. Banks | Bill Isaac, Former FDIC Chair 2023-08-22 02:23:00
• The Banking System's Guardian Angel You've Never Heard Of | Michael Ericson & Dan Siciliano on Federal Home Loan Banks 2023-08-18 15:00:00
• Ivy Zelman: Housing Market Downturn Isn't Over 2023-08-15 15:15:00
• Ivy Zelman: Housing Market Downturn Isn't Over 2023-08-15 15:15:00
• Ivy Zelman: Housing Market Downturn Isn't Over 2023-08-15 15:15:00
• Fitch's U.S Debt Downgrade Was Justified | Danielle DiMartino Booth 2023-08-13 11:00:00
• Rate Cuts May Not End Fed's Quantitative Tightening | Former Atlanta Fed President Dennis Lockhart 2023-08-12 13:00:00
• Inside Camp Kotok | David Kotok on “Disastrous and Debilitating” Effect Of Debt Ceiling on Bond Markets 2023-08-11 20:30:00
• Inside Camp Kotok | David Kotok on “Disastrous and Debilitating” Effect Of Debt Ceiling on Bond Markets 2023-08-11 20:30:00
• Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller 2023-08-11 16:00:00
• The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok) 2023-08-10 20:09:28
• The Sovereign Debt Spiral | James Lavish 2023-08-01 18:01:48
• The Sovereign Debt Spiral | James Lavish 2023-08-01 18:01:00
• The Great Liquidity Debate | Michael Howell & Andy Constan 2023-07-27 18:55:16
• Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting 2023-07-26 23:40:12
• Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting 2023-07-26 23:40:00
• Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply 2023-07-24 19:32:44
• It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley 2023-07-22 11:00:00
• The Big Tech Bull Market, Not A Mania Yet | Round Up 2023-07-22 11:00:00
• Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map” 2023-07-21 17:50:00
• OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil 2023-07-18 11:00:00
• The Recession Paradox | Alfonso Peccatiello 2023-07-16 11:00:00
• The Laws Of Quantitative Investing | Michael Robbins 2023-07-13 11:00:00
• The Basel III Endgame | Steven Kelly on “Stable But Fragile” Banking System & Forthcoming Bank Capital Requirements 2023-07-11 18:36:14
• The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly 2023-07-11 18:36:00
• Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System 2023-07-10 22:25:00
• Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains 2023-07-09 11:00:00
• The Price of Time | Edward Chancellor & Joseph Wang 2023-07-06 11:00:00
• 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 2023-07-03 11:00:00
• What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop" 2023-07-02 11:00:00
• Will The Fed Get Their Soft Landing? | Weekly Round Up 2023-07-01 11:00:00
• Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth 2023-06-30 14:30:00
• The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR 2023-06-26 21:09:14
• The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR 2023-06-26 21:09:00
• 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 2023-06-25 11:00:00
• Return Of The Bull Market? | On The Margin Round Up 2023-06-24 11:00:00
• Michael Howell: "QE Is Coming Back, Big Time" 2023-06-22 11:00:00
• SPACs Are Bonds, Actually | Louis Camhi 2023-06-19 11:00:00
• Trade The Market You Have, Not The Market You Want | Louis Camhi 2023-06-19 11:00:00
• Jay Powell’s Plan To Kill The “Fed Put” | Danielle DiMartino Booth 2023-06-15 04:15:00
• Did The Fed Just Back Down? | Joseph Wang & Michael Ippolito 2023-06-14 22:07:00
• Did The Fed Just Back Down? | Joseph Wang 2023-06-14 22:07:00
• Higher For Longer | Robert Kaplan, Former Dallas Fed President & CEO 2023-06-12 20:57:36
• Higher For Longer | Robert Kaplan, Former Dallas Fed President & CEO 2023-06-12 20:57:00
• The Holy Grail of Macro Investing | Eric Crittenden 2023-06-12 11:00:00
• The Music Is About To Stop: John Toohig & Randy Woodward on Bank Lending, Deflation, and Secondary Loan Liquidity 2023-06-09 20:23:00
• The Music Is About To Stop: John Toohig & Randy Woodward on Bank Lending, Deflation, and Secondary Loan Liquidity 2023-06-09 20:23:00
• Artificial Intelligence Bubble Has Only Just Begun, Says Citrini7, World's Hottest A.I. Stockpicker 2023-06-07 19:45:00
• Coinbase Sued By SEC | Casey Wagner 2023-06-06 22:34:22
• The Fed Put Still Lives | Vincent Daniel 2023-06-06 17:39:00
• Joseph Wang & Alex Etra: Trillion-Dollar Liquidity Drain Imminent 2023-06-06 00:38:00
• Rate Hikes Are Inflationary, Says Warren Mosler, Godfather of Modern Monetary Theory (MMT) 2023-06-01 12:42:00
• The Debt Ceiling Approaches | Joseph Wang & Dominique Dwor-Frecaut 2023-05-28 00:50:00
• Long Stocks, Long Dollar, Short Gold | Jason Shapiro 2023-05-26 11:00:00
• Bull Market In Oil Is Over (For Now) | Paul Sankey 2023-05-22 11:00:00
• The Return Of Bank Runs | Sheila Bair, Former FDIC Chair 2023-05-19 14:40:00
• Nicholas Glinsman on Banks, Commercial Real Estate, and China 2023-05-18 14:15:00
• Nicholas Glinsman on Banks, Commercial Real Estate, and China 2023-05-18 14:15:00
• The Fed's Playbook for Fighting Bank Panics, Now vs. The Great Depression | Dr. Jane Knodell 2023-05-15 16:54:18
• Why Bank Money Is “Disappearing” | Patrick Perret-Green 2023-05-12 17:45:00
• Why Banks' Money Is “Disappearing” | Patrick Perret-Green 2023-05-12 17:45:00
• Why The U.S. Dollar Could Fall Even In A Recession | Jens Nordvig 2023-05-11 11:00:00
• Michael Pettis: China's Economic Growth Model Is Dying 2023-05-08 11:06:00
• The Fed’s "Controlled Demolition" of The Financial System | Danielle DiMartino Booth 2023-05-04 22:55:00
• Nick Timiraos: The Fed Doesn't Want Bank Failures In The News 2023-05-04 16:55:00
• Fed Downplays Bank Crisis As Another Bank Teeters | Jim Bianco 2023-05-03 21:58:00
• Fed Downplays Bank Crisis As Another Bank Teeters | Jim Bianco 2023-05-03 21:58:00
• A Wild Ride In The Oil Market 2023-05-02 19:50:40
• A Wild Ride In The Oil Market | Josh Young (摘要已翻译) 2023-05-02 19:50:00
• The Failure of First Republic Bank | Chris Whalen & Randy Woodward 2023-05-01 22:53:00
• The Failure of First Republic Bank | Chris Whalen & Randy Woodward 2023-05-01 22:53:00
• Dr. Perry Mehrling on The Dollar Standard, Globalization of Shadow Banking, and Charles Kindleberger 2023-05-01 19:45:00
• Dr. Perry Mehrling on The Dollar Standard, Globalization of Shadow Banking, and Charles Kindleberger 2023-05-01 19:45:00
• Jared Dillian: Sentiment Is Still Really, Really Bad (摘要已翻译) 2023-04-27 22:50:00
• Nathan Tankus on The "Pozsar Moment" In Shadow Banking 2023-04-25 20:06:00
• Jeff Snider: The Credit Crunch Is Here As Ultra Rare Bond Market Signal Flashes Red For First Time Since 2008 2023-04-24 18:20:00
• An Update On The "March Banking Panic" | Weekly Round Up 2023-04-22 11:00:00
• An Update On The "March Banking Panic" | Weekly Round Up (摘要已翻译) 2023-04-22 11:00:00
• Brent Johnson on Why The De-Dollarization Narrative Is Overhyped 2023-04-21 15:09:04
• Do Banks Have Enough Capital? | Dr. Martien Lubberink 2023-04-20 20:56:57
• Money Supply Is Falling By Most Since Great Depression | Danielle DiMartino Booth 2023-04-18 20:11:00
• PIMCO’s Cash King On Liquidity, Repo, Debt Ceiling, And Yield Curve Inversion | Jerome Schneider 2023-04-17 22:40:00
• Key Principles For Successful Trading | Simon Ree (摘要已翻译) 2023-04-17 14:05:00
• Chris Whalen on Big Bank Earnings and the Return of Credit Risk 2023-04-14 17:35:00
• The Commercial Real Estate Default Cycle Has Only Just Begun | Dan McNamara 2023-04-12 23:15:00
• Lou Crandall & Joseph Wang: A Monetary Plumbing Masterclass 2023-04-10 13:41:00
• A Recession Is “Somewhat Unavoidable,” Says Liz Ann Sonders 2023-04-06 15:55:00
• The Next Chapter In Interest Rate History | Dr. Richard Sylla 2023-04-05 11:00:00
• The Bank Panic Is Already Over (Here’s Why) | John Maxfield - 翻译完成 (摘要已翻译) 2023-04-04 15:17:00
• Peter Stella & Joseph Wang on Debt Death Spirals, Monetarism, and The Fiscal Theory Of The Price Level 2023-04-03 11:20:00
• Commercial Real Estate Is In Serious Trouble | Nick Halaris 2023-03-30 11:00:00
• Former Central Banker on China, Global Discord, and Financial Stability | Sir Paul Tucker 2023-03-27 05:05:00
• The Next Phase Of The Banking Crisis | Joseph Wang & Randy Woodward 2023-03-23 21:40:00
• Michael Howell: Can The Fed Keep Raising Rates During A Banking Crisis? | Michael Howell 2023-03-22 21:16:00
• Something Systemic Has Happened | Daniel Neilson 2023-03-21 21:38:00
• Marc Cohodes: The Stock Market Is Not A Game 2023-03-20 21:55:00
• The Banks Didn’t Hedge Enough | Mustafa Chowdhury 2023-03-19 19:05:00
• This is NOT 2008 | Harris Kupperman (摘要已翻译) 2023-03-17 13:25:00
• Governor Kuroda: The Decade’s Most Consequential Central Banker 2023-03-16 10:06:00
• Lyn Alden: Bank Runs And The Financial Repression End Game | Lyn Alden 2023-03-15 20:50:00
• Michael Kao: Bank Bailout Allows The Fed To Tighten Even More 2023-03-14 22:40:00
• The Bank Bailout Will Create Moral Hazard | Joseph Wang & Stephen Miran 2023-03-13 23:30:00
• The Bank Crisis Is "Overblown" | Joseph Wang 2023-03-13 21:48:00
• Danielle DiMartino Booth: A Banking Panic Makes The Fed’s Job More Difficult 2023-03-13 20:10:00
• “Crazy Things” Are Happening In The Japanese Bond Market | Weston Nakamura 2023-03-11 00:30:00
• Chris Whalen: The Fed Is To Blame For The Collapse of Silicon Valley Bank 2023-03-10 20:31:00
• Does Powell Mean Business? | David Hay 2023-03-09 14:05:00
• The Case For Bonds | Alfonso Peccatiello 2023-03-06 12:00:00
• Breaking Down Warren Buffett's 2023 Shareholder Letter | Yun Li 2023-03-04 12:00:00
• Navigating A "Structural Shift" In Markets | Joseph Wang & Martin Pelletier 2023-03-03 12:00:00
• Mike Green: Recession Approaches As Housing & Car Markets Weaken 2023-03-02 12:00:00
• Restrictions On Investments Into China Are Imminent | Harald Malmgren & Nicholas Glinsman 2023-02-27 12:45:00
• Doomberg & Steve Keen: The Green New Deal and Energy Security 2023-02-23 12:25:00
• The Soft Landing Will Be Transitory | Bob Elliott & Andy Constan 2023-02-20 12:00:00
• Learning From Financial Crises | Joseph Wang & Steven Kelly 2023-02-16 12:00:00
• Michael Howell: Liquidity Is Back 2023-02-13 12:00:00
• Bear Market Not Over, Says Veteran Trader Who Made 163% Return in 2022 | Neal Berger (摘要已翻译) 2023-02-09 16:02:00
• The Bond Market Is Wrong | Joseph Wang & Dominique Dwor-Frecaut 2023-02-06 12:00:00
• Central Bankers vs. The Bond Market | Roger Hirst 2023-02-02 21:58:00
• Jim Bianco on Fed Chair Powell's Reluctance To Discipline The Bulls (February 2023 FOMC) 2023-02-01 22:39:00
• What This Fed Watcher Is On The Lookout For | Colby Smith (February 2023 FOMC) 2023-01-31 20:08:22
• Earnings Season Is Strong (So Far) | Sam Burns 2023-01-31 14:48:58
• The Bear Market Ended Months Ago, Says Master of Turning Points | Milton Berg 2023-01-26 14:52:44
• Dusting Off The Recession Playbook | Tian Yang 2023-01-23 15:23:00
• “Transitory Goldilocks” Is Here | Darius Dale 2023-01-19 12:00:00
• Bank of Japan Widow-Makes Once Again | Weston Nakamura 2023-01-18 19:00:00
• The Soft Landing “Blue Pill” Is Overpriced | Andy Constan (摘要已翻译) 2023-01-16 23:38:31
• The Big Bank Deep Dive | Alex Gray 2023-01-13 22:24:47
• Will The Fed Get Their Soft Landing? | Jeff Snider & Bob Elliott 2023-01-12 18:18:00
• Jacob Shapiro on Russia, Ukraine, and China 2023-01-10 20:55:00
• The Era of American Stock Dominance Is Over | Kevin Muir 2023-01-09 12:00:00
• Crypto’s 2023 “Health Check” | Vance Spencer 2023-01-06 12:00:00
• “Nightmare Scenario” For The Fed | Felix Jauvin 2023-01-05 12:00:00
• A Masterclass In Central Banking | Professor Jane Knodell (摘要已翻译) 2023-01-02 12:00:00
• All You Ever Wanted To Know About Interest Rates | DC Analyst 2022-12-29 12:00:00
• The Fed Will Tighten "As Far As They Can" Into 2023 | Joseph Wang & George Goncalves 2022-12-26 12:00:00
• Private Markets To Implode As Fed Hikes to 7% | Bilal Hafeez 2022-12-22 12:00:00
• Bank of Japan’s Capitulation Perturbs Global Bond Market | Weston Nakamura 2022-12-20 23:26:09
• The Technicals Are Bearish | Katie Stockton 2022-12-19 13:15:00
• China’s Economic House Of Cards | Kyle Bass & Nick Glinsman 2022-12-16 22:30:00
• Everything You Need To Know About The Fed’s Meeting | Danielle DiMartino Booth 2022-12-12 22:20:00
• Felix Zulauf: Credit Meltdown Will Force The Federal Reserve To Backtrack On Tight Money Policy 2022-12-09 12:00:00
• David Rubenstein, Billionaire Investor Who Hired Jay Powell, On What Makes A Great Investor 2022-12-08 12:00:00
• Cash Is King In Multi-Year Recessionary Bear Market | Chance Finucane 2022-12-05 12:00:00
• The Car Market Is Crashing | Paul Hodges 2022-12-01 12:00:00
• FTX and “The Money Noose”: Scott Skyrm On The Fall of MF Global 2022-11-29 21:11:26
• CeFi Crypto Contagion Is Just Getting Started, Says Analyst Who Predicted FTX's Fall 2022-11-28 20:30:00
• Liquidity In Crypto Is Declining | Scott Freeman 2022-11-24 12:00:00
• Learning From Market Tremors | Hari Krishnan 2022-11-21 14:30:00
• Joseph Wang & William White: Mammoth Interest Rate Hikes Are Causing Trouble In Sovereign Debt 2022-11-17 14:30:00
• Forced Retirement Selling May Disrupt Santa Rally | Zed Francis 2022-11-14 13:45:00
• Commodity Prices Are Due For A Severe Correction, Says Mike McGlone 2022-11-10 19:16:00
• There’s Just Not Enough Energy | Harris Kupperman & Porter Collins 2022-11-09 22:42:11
• Everything You Need To Know About Crypto's FTX-Driven Downturn | Matt Fiebach 2022-11-08 23:00:00
• The Economy Is Slowing Much Faster Than The Fed Thinks | Peter Tchir 2022-11-07 12:00:00
• The Chemicals Market Is Bearish – Stupendously Bearish | Paul Hodges 2022-11-04 11:00:00
• Jim Bianco & Joseph Wang on November Fed Meeting: Much Higher For Much Longer! 2022-11-03 11:00:00
• Joseph Wang & Nick Timiraos: What You Need To Know For The November Fed Meeting 2022-11-01 20:41:53
• Inflation Will Run Hot For The Rest Of The Decade, Says Vincent Deluard 2022-10-31 16:53:23
• IMPORTANT: Announcing Blockworks’ Latest Podcast, 0xResearch 2022-10-28 17:23:00
• The European Central Bank Goes On The Offensive | Daniel Neilson (LIVE) 2022-10-28 16:30:00
• Lyn Alden: The Bursting Of The Sovereign Bond Bubble 2022-10-27 11:00:00
• The Fed Won’t Rescue The Housing Market | Danielle DiMartino Booth (摘要已翻译) 2022-10-24 18:06:00
• The Fed Blundered In 2008 —And It’s Blundering Now | Richard Field 2022-10-20 11:00:00
• Oil Will Dethrone The Fed (Here’s Why) | Harris Kupperman & Porter Collins 2022-10-18 11:00:00
• Banks Are Finally Making Money Again | Chris Whalen 2022-10-17 16:00:00
• George Noble: A 20-50% Market Crash Is Coming 2022-10-13 13:00:00
• The Bond Market Is Already Broken - Stocks and Housing Are Next | Harley Bassman & Joseph Wang 2022-10-10 14:00:00
• Learning From the Most Ruthless Robber Baron (Jay Gould) | Greg Steinmetz 2022-10-06 11:00:00
• Liquidity Spiral In The Bond Market Is Causing "Tremendous Stress" | Jim Bianco 2022-10-03 13:00:00
• Oil Will Trade Flat To Down Until Biden Backs Down & China Re-Opens | Rory Johnston 2022-09-29 11:00:00
• What Will Break First? | Joseph Wang & Peter Crane (摘要已翻译) 2022-09-26 12:33:00
• "I'm Surprised The Market's Not Down More" | Aswath Damodaran 2022-09-22 13:01:43
• The Sovereign Debt Crisis Is Coming | Brent Johnson 2022-09-20 19:16:34
• The Bear Market Has Only Just Begun | Ted Oakley 2022-09-19 11:00:00
• The Energy Trade Has Gone Too Far | Jared Dillian 2022-09-15 11:00:00
• False Dawn: Why The Rally Is Over | Andy Constan & Joseph Wang 2022-09-13 18:00:00
• The Rise of "Legal Fraud" | Bethany McLean (摘要已翻译) 2022-09-12 10:58:00
• The Eurodollar Market Is “Dead,” Says Godfather of Financial Derivatives | Dr. Richard Sandor 2022-09-08 11:00:00
• The Plumbing Of Global Finance Is Clogged | Joseph Wang & Daniel Neilson 2022-09-05 11:00:00
• The Fed Doesn’t Have What It Takes To Fight Inflation | Joseph Wang & Mish Shedlock 2022-09-01 11:00:00
• Convertible Bonds: The Everything Asset Class | Paul Latronica 2022-08-29 11:00:00
• The Global Shipping Crisis Is Not Over | Sal Mercogliano 2022-08-25 12:00:00
• The Fed’s Ticking Time Bomb Is About To Explode | Joseph Wang & Chris Whalen 2022-08-22 11:00:00
• Why Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack Farley 2022-08-18 20:00:00
• Liquidity Has “Dried Up,” Says $100 Billion Investor | Jeffrey Sherman 2022-08-18 11:00:00
• The Fed Is Not In Control Of The Eurodollar System | Hugh Hendry 2022-08-15 11:00:00
• Real GDP Lending on Blockchain Could Be A Gamechanger | Bill Wolf 2022-08-11 11:00:00
• Real Estate Market Will Stay "Savagely Unhealthy" For A Long Time | Logan Mohtashami 2022-08-09 13:00:00
• Pelosi’s Visit To Taiwan Has Angered China | Jacob Shapiro 2022-08-04 20:30:00
• Collapsing Liquidity Has Put The Commodity Supercycle on Hold | Tian Yang 2022-08-04 12:02:00
• Summer Meltdown In Stocks Unlikely, Says Volatility Expert Noel Smith 2022-08-01 11:00:00
• The Most Misunderstood Asset Class Of All Time | Louis Camhi 2022-07-28 12:04:00
• There Are No Doves Left At The Federal Reserve | Nick Timiraos 2022-07-27 13:53:00
• Credit Market Implosion Will Be Severe, Says Harald Malmgren | Nicholas Glinsman, Harald Malmgren 2022-07-25 11:00:00
• Why Are Commodities Crashing? | Tracy Shuchart 2022-07-21 11:00:00
• Making Informed Decisions as an Individual Investor | Kyrill Asatur 2022-07-18 11:00:00
• No Clear Sign Of Recession Yet, Says Nick Reece 2022-07-14 11:00:00
• Will A Recession End The Commodity Bull Market? | Rick Rule 2022-07-11 11:00:00
• We Are Living In A Silent Depression | Emil Kalinowski 2022-07-07 11:00:00
• Why 2022 Isn't A "Buy The Dip" Market | Victoria Greene 2022-07-04 11:00:00
• Stagflation 2.0 Is Here To Stay | Ronald Stöferle and Mark Valek 2022-06-30 11:00:00
• “In 6 to 12 Months, We’re Going To Have A Big Problem” | Eric Basmajian & Joseph Wang 2022-06-27 11:00:00
• A Profit Recession Is Coming, An End To Inflation Is Not | Vincent Deluard 2022-06-23 11:00:00
• Trading Volatility in Volatile Markets | Benn Eifert 2022-06-20 11:00:00
• Market Crash Unlikely Until July, Says Volatility Veteran | Noel Smith 2022-06-17 18:30:00
• Cash Is King During Fed's Hawkish Warpath, Says Former $20 Billion Fund Manager 2022-06-16 17:45:00
• “Soft Landing” Very Unlikely As Global Inflation Crisis Rages On | Darius Dale & Juliette Declercq 2022-06-16 11:00:00
• The Bear Market Is Here, What Next? | Joseph Wang & Alfonso Peccatiello 2022-06-13 18:30:00
• Liquidity Has Fallen Off A Cliff | Joseph Wang & Michael Howell 2022-06-13 11:00:00
• The Fed Is Burning Money | Harley Bassman 2022-06-09 11:00:00
• Inflation Is Popping The Biggest Asset Bubble Of All Time | Michael Kao 2022-06-06 11:00:00
• Fed Hawkishness Is A “Charade” - If Powell Doesn’t Pivot, Prepare For A Depression | Larry McDonald 2022-06-02 11:00:00
• Energy Stocks Remain Undervalued, Says World’s Best Performing Hedge Fund Manager | Josh Young 2022-05-30 11:00:00
• Europe and China: Already In Recession | Paul Hodges 2022-05-26 11:00:00
• Central Banks Are Scrambling To Contain An Inflationary Wage Price Spiral | Nick Glinsman & Joseph Wang 2022-05-25 11:00:00
• The Fed's $3 Trillion Problem | Maroon Macro & Joseph Wang 2022-05-24 19:30:00
• Can Gold Withstand the Liquidity Drain? | Sean Fielder (摘要已翻译) 2022-05-19 12:00:00
• Why Fed Chair Powell is NOT Coming To Rescue Stocks | Alfonso Peccatiello 2022-05-16 11:00:00
• The “Everything Risk” Is Here | Ed Harrison 2022-05-12 13:00:00
• It’s “Game Over” For The Everything Bubble, Says George Noble, Peter Lynch’s Protégé 2022-05-09 15:00:00
• The Food & Energy Crisis Has Only Just Begun | Doomberg 2022-05-05 13:00:00
• Fed Chair Powell Says Goodbye To Era Of Easy Money | Jim Bianco & Joseph Wang 2022-05-05 11:00:00
• A Dilemma Of The Fed’s Own Making | Danielle DiMartino Booth & Joseph Wang 2022-05-02 20:35:21
• Why The Repo Market Will Need The Fed’s Cash Yet Again | Scott Skyrm & Joseph Wang 2022-04-29 20:06:12
• The “Short Everything” Trade | Teddy Vallee 2022-04-28 11:00:00
• Can Europe's Economy Handle Russian Sanctions? | Frances Coppola 2022-04-25 11:00:00
• Expect a 30% Correction in Stocks, Says Godfather Of Global Liquidity | Michael Howell 2022-04-21 11:00:00
• Commercial Banks Taper Treasury Purchases | Joseph Wang & DC Analyst 2022-04-20 12:56:47
• Think Rising Rates Are Good For Banks? Think Again! 2022-04-18 11:00:00
• Slaying the Inflation Dragon | Jurrien Timmer 2022-04-14 11:00:00
• Inflation Forces The Fed's Hand | Joseph Wang & George Goncalves 2022-04-13 11:00:00
• Birth of the U.S. Dollar | Roger Lowenstein 2022-04-10 11:00:00
• Bullish Commodities? Not So Fast | Lukas Kuemmerle 2022-04-07 11:00:00
• Zoltan Pozsar Calls For Bretton Woods III | Joseph Wang 2022-04-06 11:00:00
• Inflationary Recession Is On The Horizon | Paul Hodges 2022-04-03 11:00:00
• When Volatility Strikes, Watch Out! | Kris Sidial 2022-03-31 11:00:00
• Nothing Destroys Inflation Like a Recession | Darius Dale 2022-03-27 11:00:00
• Will Janet Yellen Pull the Trigger? | Andy Constan 2022-03-24 11:00:00
• The Fed's Forward Guidance Is No More | with Nick Timiraos 2022-03-22 20:31:01
• Short Selling in the Age of Fraud | Carson Block 2022-03-20 11:00:00
• Options Trading for Macro Investors | Imran Lakha 2022-03-17 11:00:00
• The Bond Market Has Spoken. Should Investors Listen? | Joseph Wang & Harley Bassman (摘要已翻译) 2022-03-16 11:00:00
• Fed Faces "Debt Death Spiral" While Inflation Soars | Luke Gromen & Jim Bianco 2022-03-13 11:00:00
• Gold to $10,000 in The Big Reset | Willem Middelkoop 2022-03-10 12:00:00
• Does The Fed Control The Dollar? | Jeff Snider & Joseph Wang 2022-03-08 23:05:00
• The "Money Illusion" Keeps the Economy Hot | Juliette Declercq (摘要已翻译) 2022-03-06 12:00:00
• Kharkiv Under Siege Yet Russian Oil Still Flows | Jacob Shapiro 2022-03-04 12:00:00
• The Central Bank Of Russia Is On The Defensive with Joseph Wang & Frances Coppola 2022-03-03 12:00:00
• How Passive HODL-ing Of Stocks Leads to Extreme Crashes | Mike Green 2022-02-27 16:00:00
• Consequences of Russia's Invasion of Ukraine with Jacob Shapiro 2022-02-24 22:22:00
• Russia/Ukraine Crisis To Cause Commodity “Doom Loop” | Jacob Shapiro 2022-02-23 12:00:00
• Why Inflation Will Dissipate | Bilal Hafeez 2022-02-20 12:00:00
• Is a Bear Market Imminent? | Tom Thornton 2022-02-17 12:00:00
• Bank of Japan Re-embraces Yield Curve Control | Roundup 2022-02-15 21:00:14
• The Fed Won't Get their Soft Landing | Jim Bianco 2022-02-13 12:00:00
• Financial Meltdown: The Trades Of March 2020 | Alex Gurevich 2022-02-10 12:00:00
• European Bonds Throw A Tantrum | Joseph Wang 2022-02-08 21:00:00
• The Next Big Short: The Debt Supercycle | Vincent Daniel, Porter Collins 2022-02-06 17:00:00
• The Fed Doesn't Care About Your Feelings | Liz Young 2022-02-03 12:00:00
• Will The Dollar’s Rise Crush Central Banks’ Plans? 2022-02-01 21:01:58
• Lessons From The Asian Financial Crisis | Russell Napier 2022-01-30 12:00:00
• Has the Fed Abandoned Risk Assets? | Joseph Wang 2022-01-28 12:00:00
• Upcoming Risks for Stocks and Bitcoin | Lyn Alden (摘要已翻译) 2022-01-25 12:00:00
• Inflation or Recession - Which Will the Fed Choose? } Jared Dillian 2022-01-21 12:00:00
• Stock & Crypto Options Have Exploded - What’s Next? | Imran Lakha & Ming Zhao 2022-01-18 12:00:00
• The Powell Put Won't Save Stocks | Joseph Wang 2022-01-14 12:00:00
• Can Earning Season Save Growth Stocks? | Sam Burns 2022-01-12 12:00:00
• The Crisis Brewing in Energy Markets | Tracy Shuchart 2022-01-07 12:00:00
• There’s A Bubble in The Inflation Narrative | Darius Dale 2022-01-04 12:00:00
• Bitcoin & Gold During Monetary Climate Change | Ronnie Stoeferle 2021-12-31 12:00:00
• The Hidden Risks of Passive Investing | Steven Bregman 2021-12-28 12:00:00
• Former Fed Trader: Rate Hikes Will Crash Markets | Joseph Wang 2021-12-24 12:00:00
• Felix Zulauf’s Big Calls For 2022 And Beyond 2021-12-21 15:14:04
• The Bull Market In Crap Is Over | Kevin Muir 2021-12-17 14:00:00
• Are Bonds Pricing in a Market Crash? | Alfonso Peccatiello 2021-12-14 14:00:00
• Inflation Is Not Transitory, And Neither Is The Bear Market In Atrocious Companies | Harris Kupperman 2021-12-10 16:30:00
• A Little Bitcoin Goes a Long Way | James Butterfill 2021-12-07 22:32:23
• The Unintended Consequences of Central Banks' Easy Money | William White 2021-12-03 19:12:35
• Investment Strategies to PROFIT From Inflation (Not Just Hedge) | James Davolos 2021-11-30 14:30:00
• The Dollar Rises With Crypto And Gold - What Gives? | Michael Nicoletos at DAS: London 2021-11-26 18:52:32
• The Psychological Toll of Inflation | Vincent Deluard 2021-11-23 12:00:00
• How To Spot Overvalued Companies | Tobias Carlisle 2021-11-19 12:00:00
• Is Inflation Overhyped? | Eric Basmajian 2021-11-12 11:55:00
• Deconstructing Macro Narratives About Inflation, Bonds, and Bitcoin | Huw Roberts, Quant Insight 2021-11-05 11:00:00
• Hunting for Hidden Financial Risks | Stephen Clapham 2021-11-02 11:00:00
• The Global Energy Crisis, Explained | Warren Pies 2021-10-29 12:59:46
• The Unwinding of the Long Term Debt Cycle | Lyn Alden 2021-10-27 16:09:47