Nicholas Glinsman on Banks, Commercial Real Estate, and China
b'Nicholas Glinsman, macro investor and co-founder of Malmgren Glinsman Partners, returns to Forward Guidance to update viewers on banks, commercial real estate, and China. Glinsman says that he and his partner Harald Malmgren expect a ban on new foreign investment into China will be \\u201cimminently\\u201d passed via executive order of U.S. President Biden.\\n____\\nMalmgren Glinsman Partners is a research partner of Forward Guidance. To get discounted access to the Malmgren Glinsman Daily note (\\u201cAhead Of The Heard\\u201d), go to https://d5d0c2-2.myshopify.com/discount/Forward%2520Guidance?redirect=%2Fproducts%2Fmalmgern-glinsman-partners-daily-ahead-of-the-herd\\xa0\\nAnd use code \\u201cForward Guidance\\u201d at checkout to get a discounted rate of $900/year. \\u201cAhead of The Heard\\u201d typically is released at a daily cadence so subscribers can expect 5-6 issues per week.\\n\\nTo obtain access to Malmgren Glinsman\\u2019s institutional product, a long-form research note aiming to flag for large institutional investors important market-driving issues before they hit the news, go to https://d5d0c2-2.myshopify.com/discount/Blockworks?redirect=%2Fproducts%2Fmalmgren-institutional-research\\nAnd use code \\u201cBlockworks\\u201d for discounted rate of $40,000 / year. Clients can be expect publication of research 1-4 times per month.\\xa0\\n____\\nFollow Nicholas Glinsman on Twitter https://twitter.com/nglinsman\\nFollow Harald Malmgren on Twitter https://twitter.com/Halsrethink\\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\\n____\\nTimestamps:\\n(00:00) The De-Dollarization Narrative\\n(04:28) Maybe The Fed Is Not Done Hiking?\\n(05:48) Banking System\\n(08:43) Commercial Real Estate\\n(32:30) Views on Bond Yields and Volatility\\n(42:10) China and Reverse CFIUS\\n(01:18:07) Imminent Ban On Foreign Investment Into China Is Coming, Says Glinsman\\n____\\nDisclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.'