Forward Guidance

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...

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)

23 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. New paper publish...

Banks Are Cleaning House Of Their Bad Assets | Chris Whalen

22 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 Chris Whal...

China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle

18 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 Michael Pe...

Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle

15 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 Peter Booc...

Airline Revenues Are Soaring. Their Profits Are Not | Planes And Trains Expert Jay Shabat on Depressed Railroad Volumes And Global Air Traffic

11 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. Skift Airline Wee...

Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg

08 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 Jack Farle...

BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans

02 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 Jack Farle...

“Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later

27 Jun 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 Renaissanc...

Oil & Crypto Trader Jonah van Bourg: Altcoins Going to Zero, Bitcoin Bull Move Is Just Getting Started, and Oil Vol Is Overpriced

25 Jun 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 Jonah van B...

The Next Big Thing In Capital Markets | David Goone

24 Jun 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 week, Davi...

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

20 Jun 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. Midas’ website: ...

Citrini on 2024 Election Portfolio Construction And AI “Mania”

18 Jun 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 Citrini on...

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

17 Jun 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 Eric Pachma...

Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market

13 Jun 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 Barry Knapp...

“Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy

12 Jun 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 Jim Bianco ...

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

10 Jun 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. William English’...

Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)

06 Jun 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 Patrick Per...

The Modular Integration Spectrum | Keone & Zon

05 Jun 2024

Contributed by Lukas

In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the trad...

Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered

04 Jun 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. Jens Nordvig on T...

The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup

01 Jun 2024

Contributed by Lukas

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On ...

Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)

31 May 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. Jason Shapiro on T...

Jack Ryan on The Housing Cartel That's Stifling The American Economy

30 May 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. Jack Ryan’s book...

In This Economy? | Kyla Scanlon

30 May 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. Kyla Scanlon’s B...

James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World

23 May 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. __ Views expressed...

Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes

20 May 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 Mel Matt...

Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors

16 May 2024

Contributed by Lukas

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus...

Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker

14 May 2024

Contributed by Lukas

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus...

Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case

09 May 2024

Contributed by Lukas

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus...

Andy Constan: The Bond Market Will Take The Stock Market Down With It

06 May 2024

Contributed by Lukas

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus...

Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle

02 May 2024

Contributed by Lukas

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus...

Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024

01 May 2024

Contributed by Lukas

For access to 20% discount to annual subscription of Danielle DiMartino Booth’s “Daily Feather”: https://dimartinobooth.substack.com/forward Or ...

The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund

30 Apr 2024

Contributed by Lukas

This is a paid sponsorship on behalf of Van Eck Associates Corporation. Today’s episode of Forward Guidance is a special fireside chat with Pranav K...

The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman

25 Apr 2024

Contributed by Lukas

This week Harris Kupperman returns to the show for a discussion on how he is thinking about markets in 2024. Expecting bonds to continue selling off, ...

Can The U.S Handle High Interest Rates Past 2024? | Ben Miller

22 Apr 2024

Contributed by Lukas

This week Ben Miller Fundrise Co-Founder and CEO joins the show. We begin by discussing the U.S public debt problem as debt to GDP remains elevated ov...

Chris Whalen: “Higher For Longer” Interest Rate Regime Is Bad For Banks

21 Apr 2024

Contributed by Lukas

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospect...

The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market

18 Apr 2024

Contributed by Lukas

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus...