Forward Guidance
Episodes
The US Economy Is About To Take Off And Bring Stocks With It | David Cervantes
28 May 2025
Contributed by Lukas
In this episode, David Cervantes from Pinebrook Capital breaks down 2025’s shifting macro landscape, covering fiscal stimulus, inflation, Fed policy...
America’s Debt Spiral Is Accelerating | Weekly Roundup
23 May 2025
Contributed by Lukas
This week, we discuss the U.S. fiscal pivot, soaring deficits, and what it means for bond markets, Bitcoin, and global capital flows. We also debate w...
America Is Risking A Liz Truss Moment | Kevin Muir
21 May 2025
Contributed by Lukas
In this episode, author of the MacroTourist newsletter Kevin Muir joins the show to unpack why fiscal dominance is the defining force in today’s mar...
The Fiscal Spiral Has No Off Switch | Weekly Roundup
17 May 2025
Contributed by Lukas
This week, the trio is back! We discuss the Trump-China tariff deal, Tyler’s structural framework driven by political utility markets, the tax bill,...
The Next Big Trade Is Hiding In Plain Sight | Citrini
16 May 2025
Contributed by Lukas
In this episode, James of Citrini Research returns to unpack his framework for understanding Trump-era macro policy, highlighting why the trade war pa...
China Trade Deal Doesn't Change Where We're Headed | Luke Gromen
14 May 2025
Contributed by Lukas
In this episode, Luke Gromen joins the show to discuss the trade agreement with China, why the U.S. can’t afford real interest rates, and how the bo...
The Fed's Strategy Is To Be Late | Weekly Roundup
09 May 2025
Contributed by Lukas
This week, we discuss our FOMC takeaways, Bessent making progress on a China trade deal, and how we’re thinking about the yield curve. We also delve...
Supply Chain Expert Breaks Down The Fallout From Trump’s Trade War | Craig Fuller
08 May 2025
Contributed by Lukas
In this episode, Craig Fuller joins the show to discuss how tariffs and Trump’s trade war are impacting shipping and supply chains. We dig into the ...
The Die Is Cast For A 2025 Recession | Neil Dutta
07 May 2025
Contributed by Lukas
In this episode, Neil Dutta from Renaissance Macro joins the show to discuss why he didn’t call for a recession in previous years but IS calling for...
The Strong Data Is A Mirage | Weekly Roundup
02 May 2025
Contributed by Lukas
This week, we discuss the strong jobs report and why next month is the time to look for weakness, the tariff strategy and how it’s bleeding into eco...
Tariffs Are Reversing U.S Dollar Capital Flows | Bob Elliott
30 Apr 2025
Contributed by Lukas
In this episode, Bob Elliott joins the show to discuss the reversal of U.S Dollar capital flows after the announcement of Trump's tariffs. We deep div...
Inflation Expectations Are Already Unanchored | Weekly Roundup
25 Apr 2025
Contributed by Lukas
This week, Danny Dayan joins the show to discuss his “Doom Loop” of factors weakening the dollar and increasing inflation, why inflation expectati...
The System Is Too Levered To Take Real Pain | Arthur Hayes
23 Apr 2025
Contributed by Lukas
In this episode, Arthur Hayes joins the show to discuss Trump’s slew of concessions sending markets higher, the evolving US-China strategy, and Bitc...
US Assets Are Dead Money Without A Policy Shift | Weekly Roundup
18 Apr 2025
Contributed by Lukas
This week, we discuss Powell’s hawkish speech, how to think about trading tariffs and the weaponization of the US account deficit, and whether we sh...
Why Systematic Macro Outperforms Discretionary | Market Radar
17 Apr 2025
Contributed by Lukas
In this episode, Arty & Gamma from the Market Radar team join the show to discuss their macro models and the importance of systematic trading, how the...
BOTTOM IS IN, Says Trader Who Predicted The Crash | Mel Mattison
16 Apr 2025
Contributed by Lukas
In this episode, Mel Mattison joins the show to discuss why he thinks we’re on the cusp of another inflationary bubble, the danger of growing entitl...
The Biggest Market Crash Since 2020, What Next?
14 Apr 2025
Contributed by Lukas
This week, we join the Empire podcast to discuss where markets go next from here. After the market sold off in reaction to the Trump tariffs, we deep ...
The Trump Put Is In The Bond Market | Weekly Roundup
11 Apr 2025
Contributed by Lukas
This week, we discuss how we managed this insane week in markets, China and the evolving tariff strategy, and what’s going on with the bond market. ...
Trump Is “Kitchen Sinking” The US Economy | Darius Dale
09 Apr 2025
Contributed by Lukas
In this episode, Darius Dale of 42Macro joins the show to discuss Trump transitioning the US economy to a new paradigm, the potential for a recession ...
This Is What Capitulation Feels Like | Weekly Roundup
04 Apr 2025
Contributed by Lukas
This week, Tony Greer and Jared Dillian from Macro Dirt join the roundup to discuss the fallout of Trump’s tariffs, what markets we’re eyeing duri...
Liquidity Is Breaking And The Economy Is Next | Michael Howell
02 Apr 2025
Contributed by Lukas
In this episode, Michael Howell joins the show to discuss the Fed & Treasury’s hidden stimulus tapering off, why we need more liquidity in the finan...
Why Institutions Are Betting On Tokenization | LIVE Panel From DAS
28 Mar 2025
Contributed by Lukas
In this episode, James Seyffart, Jeff Park, Robert Leshner, Ambre Soubrian, and John Mullin sit down at DAS to discuss tokenizing real world assets, h...
The Death Of American Exceptionalism? | Le Shrub
26 Mar 2025
Contributed by Lukas
In this episode, Le Shrub joins the show to discuss the end of American exceptionalism, overexposure to Mag7 and the US dollar, and European allocator...
The Secret To Maintaining Dollar Dominance | Joseph Wang & Austin Campbell LIVE @ DAS
25 Mar 2025
Contributed by Lukas
In this episode, Joseph Wang and Austin Campbell join the show to discuss their overview of macro after the latest FOMC meeting, the EM-ification of t...
How To Position For 2025 | Jonah Van Bourg & Avi Felman LIVE from DAS
24 Mar 2025
Contributed by Lukas
In this episode, Jonah and Avi from 1000x join the show to discuss Bitcoin vs altcoin inflows, the Trump impact on markets, and the bull case for Bitc...
The Fed & Treasury Aren’t Backing Down | Weekly Roundup LIVE @ DAS
21 Mar 2025
Contributed by Lukas
This week, we discuss takeaways from the FOMC meeting and SEP, the balance of Treasury and fiscal policy, and how a strategic Bitcoin reserve and stab...
The U.S. Debt Crisis: Why Growth Is the Only Solution | Mohamed El-Erian Pt. 2 LIVE @ DAS
20 Mar 2025
Contributed by Lukas
In this episode, Mohamed El-Erian joins the show to discuss his Fed & QT expectations, his outlook for inflation, and the four ways the government can...
Stablecoins Are The Next Big Buyer Of US Debt | Matt Hougan LIVE @ DAS
19 Mar 2025
Contributed by Lukas
In this episode, Matt Hougan joins the show to discuss his bullish 2025 outlook for Bitcoin, why the US government needs stablecoins, and what’s nex...
Be Careful Buying The Dip Here | Weekly Roundup
14 Mar 2025
Contributed by Lukas
This week, we discuss the latest inflation data, the reversal of US exceptionalism, and Trump’s bold tariff bet potentially backfiring. We also delv...
The Bottom Is In For Yields, NOT Equities | Vincent Deluard
12 Mar 2025
Contributed by Lukas
In this episode, Vincent Deluard joins the show to discuss his on-the-money inflation calls and future outlook, the consequences of Trump’s tariff f...
Bearish Sentiment Is Overblown | Weekly Roundup
08 Mar 2025
Contributed by Lukas
This week, we discuss the Trump trade shakeout, whether fear and volatility are presenting great buying opportunities, and the bond market after Febru...
The US is Risking Stagflation | Mohamed El-Erian
07 Mar 2025
Contributed by Lukas
In this episode, Mohamed El-Erian joins the show to discuss the February jobs report, tariffs & imports front-running, and the inflation outlook, incl...
The Market Is OVERREACTING to Policy Uncertainty | Jeff deGraaf
05 Mar 2025
Contributed by Lukas
In this episode, Jeff deGraaf joins the show to discuss the current market regime and why he thinks a recession is unlikely, how he is thinking about ...
The Market Leads The Economy—And It’s Heading Down | Weekly Roundup
28 Feb 2025
Contributed by Lukas
This week, we discuss why markets lead the economy and a drawdown will trigger a recession, the possibility of stagflation & repercussions of low inte...
The Fed's Balance Sheet Plans Are Kryptonite For Risk Assets | Andy Constan
26 Feb 2025
Contributed by Lukas
In this episode, Andy Constan joins the show to discuss Quantitative Tightening 2.0, why the Fed wants to change its SOMA portfolio, and the connectio...
Unpacking The Fed & Treasury’s Master Plan | Weekly Roundup
21 Feb 2025
Contributed by Lukas
This week, we discuss the big takeaways from the Fed Meeting Minutes, Bessent’s remarks on Treasury issuance and inflation, and the near-term liquid...
Volatility Hedge Fund Manager Unpacks Derivatives Misconceptions | Benn Eifert
20 Feb 2025
Contributed by Lukas
In this episode, Benn Eifert joins the show to discuss derivative & volatility strategies, the biggest derivatives misconceptions, and flaws with Step...
Is Trump Actually Good For Markets? | Weekly Roundup
14 Feb 2025
Contributed by Lukas
This week, we discuss the latest CPI data, how the Trump administration will balance economic vs market success, and the constant economic headfakes. ...
The Credit Cycle Is Just Getting Started | Andreas Steno Larsen
12 Feb 2025
Contributed by Lukas
In this episode, Andreas Steno Larsen joins the show to discuss the outlook for liquidity, the uptick in the manufacturing and credit cycle, and expec...
Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup
07 Feb 2025
Contributed by Lukas
This week, we discuss the possibility of the market discounting Trump, Bessent, & DOGE success, the market implications of the Treasury QRA, and wheth...
The U.S. Job Market Is On The Brink | Danielle DiMartino Booth
05 Feb 2025
Contributed by Lukas
In this episode, Danielle DiMartino Booth joins the show to discuss recent tariff headlines, the state of the US labor market, and the Federal Reserve...
Trading Crypto's Weekend Meltdown | 1000x
04 Feb 2025
Contributed by Lukas
This week, we discuss crypto's liquidation event over the weekend and how to trade the upcoming week. We deep dive into the weak performance of altcoi...
Positioning For Trump's Policy Flip Flops | Weekly Roundup
31 Jan 2025
Contributed by Lukas
This week we discuss the Fed meeting, the impact of Trump's back & forth economic policies, and the outlook for bitcoin and alts. We also delve into t...
What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell
29 Jan 2025
Contributed by Lukas
In this episode, Alex Campbell joins the show to discuss the market implications of the latest DeepSeek innovation, the evolving AI geopolitical game ...
Trump Vs The Fed: The Battle Over Rates, Growth, & Inflation | Weekly Roundup
24 Jan 2025
Contributed by Lukas
This week we discuss the impact of Trump and his executive orders, the outlook for inflation, and the yield curve steepening. We also delve into warni...
Why FX Volatility Will Dominate Markets In 2025 | Brent Donnelly
22 Jan 2025
Contributed by Lukas
In this episode, Brent Donnelly joins the show to discuss his tariff expectations, how that will impact the currency market, and the framework he uses...
CPI, Yields, & The Growth Debate | Weekly Roundup
17 Jan 2025
Contributed by Lukas
This week we discuss what the latest CPI data means for markets, whether we’re in the early stages of the credit cycle, and trading Inauguration day...
What A Growth Scare Means For The Fed & Markets | Warren Pies
15 Jan 2025
Contributed by Lukas
In this episode, Warren Pies joins the show to discuss his outlook for 2025, his view of the housing market, and why he thinks inflation fears are ove...
Global Yields Nearing A Breaking Point | Weekly Roundup
10 Jan 2025
Contributed by Lukas
This week we discuss the looming growth scare, the dollar wrecking ball driving a global margin call, and global yields nearing an inflection point. W...
FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann
08 Jan 2025
Contributed by Lukas
In this episode, Joe McCann joins the show to discuss why he’s tactically bearish, the US dollar’s implications for risk assets, and his crypto sh...
Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews
08 Jan 2025
Contributed by Lukas
In this episode, Jonny Matthews joins the show to discuss Fed policy and its impact on yields, US productivity, and resilience in the labor market. We...
How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP
28 Dec 2024
Contributed by Lukas
In this episode, David Cervantes and DCP join the show to discuss the FOMC post-mortem, the similarities to the 90s business cycle, and managing emoti...
Debating The Impact Of A Bitcoin Strategic Reserve | Travis Kling
23 Dec 2024
Contributed by Lukas
In this special crossover episode with On the Margin, Travis Kling joins the show to discuss financial nihilism, the logistics of a Bitcoin strategic ...
Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup
21 Dec 2024
Contributed by Lukas
This week we discuss whether the Fed made the right decision, the post-FOMC volatility spike, and the China risk to markets. We also delve into the la...
This Is Peak Hawkishness From The Fed | Joseph Wang
18 Dec 2024
Contributed by Lukas
In this episode, Joseph Wang joins the show to discuss the latest Fed decision, its December economic projections, and what to expect from markets goi...
How Long Can The Goldilocks Market Last? | Weekly Roundup
14 Dec 2024
Contributed by Lukas
This week we discuss the small cap trade, the upcoming Fed decision, and whether inflation risks are overblown. We also delve into China’s balance s...
Rethinking Rate Cuts: Are We Fueling Inflation Or Controlling It? | Warren Mosler
12 Dec 2024
Contributed by Lukas
In this episode, Warren Mosler joins the show to discuss the counterintuitive impact of that Federal Funds rate, the impact of government spending, an...
The Post-Payrolls Debate: Growth, Inflation, And Rate Cuts | Weekly Roundup
07 Dec 2024
Contributed by Lukas
This week we discuss the November jobs report, the Fed’s cutting path, and the goldilocks scenario for 2025. We also delve into the different R* mod...
Is The U.S. Entering A Golden Age Of Capitalism? | Dan Tapiero
04 Dec 2024
Contributed by Lukas
In this episode, Dan Tapiero joins the show to discuss why he’s unbelievably bullish on the macro, his introduction to Bitcoin & blockchain, and the...
Why The Fed Rate Cuts Were A Mistake | Michael Kao
25 Nov 2024
Contributed by Lukas
In this episode, Michael Kao joins the show to discuss why the Fed rate cuts were a mistake, the impact of the dollar wrecking ball, and whether an in...
Mastering Risk Management In A Rotational Market | Weekly Roundup
23 Nov 2024
Contributed by Lukas
This week we discuss how to think about managing risk, whether inflation fears are overpriced, and embracing the market rotation. We also delve into t...
Exercising Caution Amid Market Euphoria | Weekly Roundup
16 Nov 2024
Contributed by Lukas
This week we discuss the Fed’s cutting path, Powell’s speech, and managing crypto market euphoria. We also delve into whether we’ve seen the pea...
Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran
13 Nov 2024
Contributed by Lukas
In this episode, Stephen Miran joins the show to discuss Trump’s potential economic policies, the current economic imbalances in global trade, and t...
The Stock Market Melt Up Is About To Accelerate | George Robertson
12 Nov 2024
Contributed by Lukas
In this episode, George Robertson joins the show to discuss why he thinks there is no monetary policy, the changing reaction function of the Fed, and ...
Positioning For The New Post-Election Market Regime | Weekly Roundup
09 Nov 2024
Contributed by Lukas
This week we discuss the impact of the election, the Fed’s interest rate decision, and the post-election trading themes. We also delve into shorting...
Biggest Takeaways From The Fed Interest Rate Decision | Bob Elliot
08 Nov 2024
Contributed by Lukas
In this episode, Bob Elliot joins the show to discuss the Fed’s latest interest rate decision, the ongoing "over easy" monetary policy, and the elec...
Unpacking The Election’s Impact On Markets | Cem Karsan
06 Nov 2024
Contributed by Lukas
In this episode, Cem Karsan joins the show to discuss the election’s impact on markets, the new era of populism, and the post-election volatility sm...
Why The Macro Is Still Bullish Liquidity | Weekly Roundup
02 Nov 2024
Contributed by Lukas
This week we discuss the latest NFP report, the Treasury's Quarterly Refunding Announcement, and whether the Trump trade is unwinding. We also delve i...
Where Are We In The Bull Market? | Jurrien Timmer
29 Oct 2024
Contributed by Lukas
In this episode, Jurrien Timmer joins the show to discuss where we are in the current bull market, the push & pull between earnings and valuations, an...
Is It Too Late To Buy Election Hedges? | Weekly Roundup
26 Oct 2024
Contributed by Lukas
This week we discuss the short bond trade, volatility and excessive hedging, and the election probabilities. We also delve into MicroStrategy’s Bitc...
Breaking Down The Current Business Cycle | Eric Basmajian
22 Oct 2024
Contributed by Lukas
In this episode, Eric Basmajian joins the show to break down the business cycle, how the cyclical economy impacts the broader economy, and the housing...
Debating The Election’s Impact On Markets | Weekly Roundup
19 Oct 2024
Contributed by Lukas
This week we discuss election trades and Trump’s impact on markets, the number of Fed rate cuts currently priced in, and the ongoing bull market in ...
The Bull Market Is Broadening | Tony Greer
16 Oct 2024
Contributed by Lukas
In this episode, Tony Greer joins the show to discuss his perspective on equities, the subsectors he’s trading, and his outlook on commodities. We a...
What is Macro Telling Us? | Weekly Roundup
12 Oct 2024
Contributed by Lukas
This week we sat down at Permissionless to discuss the latest CPI and labor market data, the likely noise in the upcoming labor data, and the impact o...
LIVE From Permissionless | Forward Guidance & 1000x Collab Stream
09 Oct 2024
Contributed by Lukas
In this episode, Jonah and Avi join Felix to discuss the current macro regime, Bitcoin and the crypto market, and the impact of forward guidance. They...
Stellar Jobs Report Sends Recession Odds Spiraling | Weekly Roundup
05 Oct 2024
Contributed by Lukas
This week we discuss the latest bullish jobs report, the impact of globally-coordinated easing, and the Middle East's impact on markets. We also delve...
Where The Next Big Bond Trade Is Hiding | Harley Bassman
02 Oct 2024
Contributed by Lukas
In this episode, Harley Bassman joins the show to discuss what the bond market is pricing, the Fed’s master plan, and if we can see a second wave of...
China's Liquidity Impulse, A Turning Point For Markets | Weekly Roundup
27 Sep 2024
Contributed by Lukas
This week we discuss China’s economic stimulus, the resilience of the labor market, and the GDP/GDI revisions. We also delve into global liquidity &...
Slowing But Growing: Why The U.S. Isn’t Headed For Recession | Prometheus Research
24 Sep 2024
Contributed by Lukas
In this episode, Prometheus Research joins the show to discuss his macro framework, what the subcomponents of GDP tell us about the economy, and where...
What The Latest Fed Decision Means For Markets | Weekly Roundup
24 Sep 2024
Contributed by Lukas
This week we discuss the Fed decision & economic projections, the bullish market signals, and the reasoning behind recession calls. We also delve into...
Fed Is Easing Into Major Regime Shift | Darius Dale
17 Sep 2024
Contributed by Lukas
This week we discuss the Federal Reserve’s upcoming interest rate decision, the path to the neutral rate, and why the Fed should front-load its rate...
Richard Koo: China’s “Balance Sheet Recession” Has Already Started | (Jack’s Final Episode)
13 Sep 2024
Contributed by Lukas
Important news: this will be Jack’s last episode as the host of Forward Guidance. He is transitioning to host a new podcast called Monetary Matters:...
CDO Whisperer Brett Jefferson on Securitization Markets and TruPS CDO Relics
12 Sep 2024
Contributed by Lukas
This interview with Brett Jefferson discusses trust preferred CDOs, why they can provide such great opportunities, and how Brett’s fund capitalizes ...
Structured Credit Maven Laila Kollmorgen on CLO’s Rally and Opportunity To Differentiate As Fundamentals Soften and Prices Climb | VanEck Fireside Chat #6
11 Sep 2024
Contributed by Lukas
Laila Kollmorgen, Portfolio Manager, CLO Tranche for Pinebridge Investments, joins Jack for a Fireside Chat on Forward Guidance to discuss why collate...
Bitcoin's Path To $3 Million Dollars | Matthew Sigel
10 Sep 2024
Contributed by Lukas
This interview with Matthew Sigel explores the bull case for bitcoin, its future as a reserve asset, and the economics of bitcoin miners. We also disc...
Gold Stocks Are Undervalued | Imaru Casanova (VanEck Fireside Chat #4)
06 Sep 2024
Contributed by Lukas
Imaru Casanova, Portfolio Manager, Gold and Precious Metals at VanEck, joins to share her views on how to value gold stocks such as gold miners and go...
There Will Be No Recession | Jonny Mathews
05 Sep 2024
Contributed by Lukas
This interview with Jonny Mathews explores why he believes we aren’t headed for a recession, how real consumption will likely drive Q3 GDP higher, a...
The Labor Market Is Cooling | Talmon Smith & Jack Farley (Driving Back from Camp Kotok)
05 Sep 2024
Contributed by Lukas
This interview was recorded on a drive down from Leen’s Lodge in rural Maine, as Talmon and Jack returned from “Camp Kotok,” the renowned retrea...
India Is The Most Promising Emerging Market | Angus Shillington
29 Aug 2024
Contributed by Lukas
This interview with Angus Shillington explores why India is the most promising emerging market, why it has outperformed the S&P 500, and the country’...
Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz
27 Aug 2024
Contributed by Lukas
This interview with Jim Bianco and Jeremy Schwartz discusses the Federal Reserve’s policy path, whether inflation will actually come down, and if th...
Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession
26 Aug 2024
Contributed by Lukas
This interview with Michael Drury explores how China’s problems affect the global economy, its economic advantages, and where it spends its trillion...
How the Dollar Will Be Gradually Eroded by Emerging Market Currencies | Eric Fine & Natalia Gurushina (VanEck Fireside Chat)
22 Aug 2024
Contributed by Lukas
This interview with Eric Fine & Natalia Gurushina delves into the potential of emerging markets, how they are affected by developed market weakness, a...
The Strategies & Risks In Quant Trading | Mike Harris
19 Aug 2024
Contributed by Lukas
This interview with Mike Harris explores the strategies and challenges of the Quest Hedge Fund, from CTA trend-following and AI trading models to the ...
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
12 Aug 2024
Contributed by Lukas
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. -- This interview ...
The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trade, and the Exaggerated Rumors of the Dollar’s Demise
08 Aug 2024
Contributed by Lukas
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. This interview wa...
The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol, and How He’s Trading VIX Spike & Stock Market Crash
05 Aug 2024
Contributed by Lukas
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. __ Follow Noel Smi...
Mike Green: Passive Stock Market Edifice Put To The Test As Recession A Near Certainty
02 Aug 2024
Contributed by Lukas
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. This interview wa...
Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election
01 Aug 2024
Contributed by Lukas
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Nick Timir...
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
29 Jul 2024
Contributed by Lukas
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow VanEck on ...
Tommy Thornton: Tech Stocks Are In A Bubble
28 Jul 2024
Contributed by Lukas
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Tommy Thor...