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

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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.

Fletch, Vaughan & Hayley's Lil Bitta Pod - 24th May, 2025