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Introduction
Nick Glinsman is founder of Malmgrun Glinsman Partners. He believes the dollar's on the verge of having another upswing. The narrowing of the equity market could be dangerous, he says.
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 “imminently” passed via executive order of U.S. President Biden.
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Malmgren Glinsman Partners is a research partner of Forward Guidance. To get discounted access to the Malmgren Glinsman Daily note (“Ahead Of The Heard”), go to https://d5d0c2-2.myshopify.com/discount/Forward%2520Guidance?redirect=%2Fproducts%2Fmalmgern-glinsman-partners-daily-ahead-of-the-herd
And use code “Forward Guidance” at checkout to get a discounted rate of $900/year. “Ahead of The Heard” typically is released at a daily cadence so subscribers can expect 5-6 issues per week.
To obtain access to Malmgren Glinsman’s 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
And use code “Blockworks” for discounted rate of $40,000 / year. Clients can be expect publication of research 1-4 times per month.
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Follow Nicholas Glinsman on Twitter https://twitter.com/nglinsman
Follow Harald Malmgren on Twitter https://twitter.com/Halsrethink
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
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Timestamps:
(00:00) The De-Dollarization Narrative
(04:28) Maybe The Fed Is Not Done Hiking?
(05:48) Banking System
(08:43) Commercial Real Estate
(32:30) Views on Bond Yields and Volatility
(42:10) China and Reverse CFIUS
(01:18:07) Imminent Ban On Foreign Investment Into China Is Coming, Says Glinsman
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Disclaimer: 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.
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