Forward Guidance

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...

Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong

15 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...

The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield”

08 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...

Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold

04 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...

The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks

01 Apr 2024

Contributed by Lukas

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck B...

Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”

29 Mar 2024

Contributed by Lukas

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck B...

Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)

28 Mar 2024

Contributed by Lukas

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck B...

Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation

26 Mar 2024

Contributed by Lukas

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck B...

Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank)

18 Mar 2024

Contributed by Lukas

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck B...

Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock

14 Mar 2024

Contributed by Lukas

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck B...

Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle

12 Mar 2024

Contributed by Lukas

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The Fate Of The Fed's Balance Sheet | Lou Crandall & Joseph Wang on Draining of Reverse Repo (RRP) Facility, Timeline of QT Taper, and 2024 Tax Refund Data

08 Mar 2024

Contributed by Lukas

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck B...

The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed

07 Mar 2024

Contributed by Lukas

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck B...

Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929

04 Mar 2024

Contributed by Lukas

Milton Berg, renowned market technician known to viewers for his contrarian bullish call in January of 2023, returns to Forward Guidance with a far le...

Remi Tetot on AI, Crypto, and Uranium

03 Mar 2024

Contributed by Lukas

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more.  VanEc...

Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing

29 Feb 2024

Contributed by Lukas

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck B...

Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness

27 Feb 2024

Contributed by Lukas

Adrian Helfert, chief investment officer of Westwood Holdings Group (AUM ~$16B), joins Forward Guidance to share his quantitative approach to asset al...

Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China

26 Feb 2024

Contributed by Lukas

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more.VanEck ...

Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank

23 Feb 2024

Contributed by Lukas

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck B...

Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility

22 Feb 2024

Contributed by Lukas

Patrick Saner, Head of Macro Strategy at Swiss Re, joins Forward Guidance to share his insights on the global economy, interest rates, and central ban...

Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts

21 Feb 2024

Contributed by Lukas

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck B...

Secrets of Small Cap Value Investing | Kyle Mowery

19 Feb 2024

Contributed by Lukas

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The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba

16 Feb 2024

Contributed by Lukas

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Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)

13 Feb 2024

Contributed by Lukas

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Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank

13 Feb 2024

Contributed by Lukas

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck B...

China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever

09 Feb 2024

Contributed by Lukas

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck B...

Citrini: The Next Phase of The Stock Market's AI-Obsession

07 Feb 2024

Contributed by Lukas

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck...

Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities

05 Feb 2024

Contributed by Lukas

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. Dean Cur...

Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley

01 Feb 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) Prospec...

U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey

29 Jan 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) Prospe...

Chris Whalen: Commercial Real Estate "Trainwreck” Will Hit Banking System, Consumer Credit Is Normalizing, and Interest Rate Cuts Won’t Do Much To Help Banks

26 Jan 2024

Contributed by Lukas

Forward Guidance is sponsored by Van Eck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. __ Chris Whalen o...

David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba

25 Jan 2024

Contributed by Lukas

Forward Guidance is sponsored by Van Eck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. __ David Kotok, c...

Neil Dutta: Why There Was No Recession In 2023

22 Jan 2024

Contributed by Lukas

Forward Guidance is sponsored by Van Eck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at vaneck.com/MOATFG. __ Throughout much of 202...

Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy

18 Jan 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,. __ So many market...

Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor

16 Jan 2024

Contributed by Lukas

Michaell Howell, CEO of CrossBorder Capital, returns to Forward Guidance to update viewers on his outlook on global liquidity. Howell notes that furth...

Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported

16 Jan 2024

Contributed by Lukas

Andy Verity, Economics Correspondent for BBC News, joins Forward Guidance to discuss revelations from his new book, “Rigged: The Incredible True Sto...

Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High

14 Jan 2024

Contributed by Lukas

Kevin Muir, veteran trader and publisher of The Macro Tourist newsletter, returns to Forward Guidance to update viewers with his thoughts on the U.S. ...

Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening

13 Jan 2024

Contributed by Lukas

Paul Hodges of New Normal Consulting and publisher of The pH Report returns to Forward Guidance to update viewers on the state of the chemicals and au...

Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing?

11 Jan 2024

Contributed by Lukas

Today’s interview is sponsored by Public. You can go to Public.com, purchase Treasury bills in seconds, and you may be able to earn some of the high...

Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation

08 Jan 2024

Contributed by Lukas

On today's episode, Former Fed trader, CIO at Monetary Macro & Author Joseph Wang joins the show to discuss his outlook for 2024. Joseph walks through...

Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades

05 Jan 2024

Contributed by Lukas

Hari Krishnan, head of volatility strategies as SCT Capital Management, returns to Forward Guidance to share his many findings from his recent researc...

Dispatches From India | Andrei Stetsenko, Partner at Farley Capital

04 Jan 2024

Contributed by Lukas

Andrei Stetsenko, partner at Farley Capital, joins Forward Guidance to share insights from his experience investing in India. Stetsenko, who works wit...

Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust

02 Jan 2024

Contributed by Lukas

Carson Block, activist short seller and founder of Muddy Waters Research and Muddy Waters Capital, returns to Forward Guidance to share his short thes...

The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian

30 Dec 2023

Contributed by Lukas

Jared Dillian, founder of The Daily Dirtnap and author of “No Worries: How To Live A Stress-Free Financial Life,” returns to Forward Guidance to a...

Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans

25 Dec 2023

Contributed by Lukas

Carolyn Sissoko, senior lecturer at University of the West of England, joins Forward Guidance alongside Joseph Wang, CIO of Monetary Macro and author ...

Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par

21 Dec 2023

Contributed by Lukas

Daniel Neilson, professor of economics at Bard College at Simon’s Rock and author of “Soon Parted,” returns to Forward Guidance to share finding...

Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades

19 Dec 2023

Contributed by Lukas

Thomas Majewski, founder of Eagle Point Credit, joins Forward Guidance to share his insights from the somewhat opaque world of Collateralized Loan Obl...

Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans

12 Dec 2023

Contributed by Lukas

Kathy Jones, Chief Fixed Income Strategist at Schwab, joins Forward Guidance to share her outlook on interest rates, credit spreads, the economy, and ...

The Banking System Is Healing | Dan Siciliano & Michael Ericson

11 Dec 2023

Contributed by Lukas

This week, Michael Ericson President of the Chicago Federal Home Loan Bank & Dan Siciliano Chair of the Council of FHLBs and independent director of t...

Felix Zulauf: The End Of The Liquidity Cycle Approaches

07 Dec 2023

Contributed by Lukas

Felix Zulauf, renowned macro investor and CEO of Zulauf Consulting, returns to Forward Guidance to apply his framework for understanding markets to ma...

Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies

04 Dec 2023

Contributed by Lukas

Dr. Barry Eichengreen, George C. Pardee and Helen N. Pardee Professor of Economics and Political Science at University of California, Berkeley, joins ...

Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg

01 Dec 2023

Contributed by Lukas

Anthony Dilweg, veteran real estate investor and Founder & CEO and of Dilweg, joins Forward Guidance to share shocking information from the world of c...

Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact

29 Nov 2023

Contributed by Lukas

Use code FG20 to get 20% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london Follow Marko Pa...

Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued

24 Nov 2023

Contributed by Lukas

Jens Nordvig, founder of Exante Data and Marketreader Inc., returns to Forward Guidance to provide a quantitative update on currency and bond markets....

The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman

21 Nov 2023

Contributed by Lukas

Nicholas Glinsman, veteran macro investor and co-founder at Malmgren-Glinsman Partners, returns to Forward Guidance to update his views on fixed-incom...

Jason Shapiro: It’s Too Early To Get Long Bonds

16 Nov 2023

Contributed by Lukas

Jason Shapiro, veteran trader and founder of Crowded Market Report, returns to Forward Guidance to discuss his philosophy for trading markets. Shapiro...

George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal Supremacy Will Drive Stocks To “Ponzi Stage”

13 Nov 2023

Contributed by Lukas

George Robertson joins Forward Guidance to argue that the exceptionally large fiscal stimulus will mean that the economic boom has no end in sight. On...

The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps

10 Nov 2023

Contributed by Lukas

Jonny Matthews, founder of Super Macro and former portfolio manager at Brevan Howard and managing director at Citi & Saloman Brothers, joins Forward G...

Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns

09 Nov 2023

Contributed by Lukas

In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish o...

The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli

06 Nov 2023

Contributed by Lukas

On Todays episode, Ben Santonelli Portfolio Manager at Polen Capital joins the show for a discussion on the state of the high yield bond market. Expe...

Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds

03 Nov 2023

Contributed by Lukas

MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect ...

Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)

01 Nov 2023

Contributed by Lukas

Michael Kao, former hedge fund manager and private investor, returns to Forward Guidance alongside Blockworks co-founder Michael Ippolito to break dow...

“We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk

30 Oct 2023

Contributed by Lukas

Warren Pies of 3Fourteen Research returns to Forward Guidance to share his views on oil, bond supply, the housing market, and the labor market. Having...

Does Historic Cheapness Of Agency Mortgage-Backed Securities (MBS) Indicate Funding Stress? Dave Goodson, Professor Jeremy Siegel, Jeremy Schwartz, and Jack Farley

29 Oct 2023

Contributed by Lukas

What you’re about to listen to is a conversation with Jeremy Siegel, distinguished professor of economics at Wharton, Jeremy Schwartz, CIO of Wisdom...

Sam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of The Century

27 Oct 2023

Contributed by Lukas

Jack welcomes Casey Wagner, Blockworks' senior policy correspondent, to recap the wild day of the trial of Sam Bankman-Fried (SBF) on October 26th, wh...

Duration Remains Unattractive, Says Veteran High Yield Bond Investor

26 Oct 2023

Contributed by Lukas

On todays episode, Craig Manchuck Vice President & Portfolio Manager at Osterweis joins the show for a discussion on the end of the zero interest rate...

A Deep Dive On China's Financial System | Aidan Garrib

23 Oct 2023

Contributed by Lukas

On todays episode, Aidan Garrib Global Macro Strategy & Research at PGM Global joins the show for a deep dive into the Chinese economy.  We take a l...

Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and the Boundaries Of Debt-Fueled Economic Growth

20 Oct 2023

Contributed by Lukas

Today’s interview is a very special one. Dr. Claudio Borio, renowned economist and Head of the Monetary and Economic Department at the Bank For Inte...

John Toohig & Nate Stovall: Bank Loan Market Is “Very Frozen”

18 Oct 2023

Contributed by Lukas

John Toohig, managing director and head of whole loan trading at Raymond Jaymes, and Nathan Stovall, director of the financial institutions research t...

Chris Whalen: Banking System On “Knife’s Edge” As Fed “May Destroy The World”

17 Oct 2023

Contributed by Lukas

Chris Whalen of Whalen Global Advisors returns to Forward Guidance to share his views on the recently released third quarter earnings from banks such ...

The Future Of Financial Repression | Helen Thompson on Energy, Capital Controls, and the Federal Reserve

16 Oct 2023

Contributed by Lukas

Helen Thompson, Professor of Political Economy at the University of Cambridge and author of “Disorder: Hard Times In The 21st Century,” joins Forw...

Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024

12 Oct 2023

Contributed by Lukas

On todays episode, Bob Elliott CIO at Unlimited Funds & Mike Green Chief Strategist at Simplify Asset Management join the show for a discussion on the...

Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes

09 Oct 2023

Contributed by Lukas

David Cervantes of Pine Brook Capital Management LLC joins Forward Guidance to share why he faded the recession consensus of 2022, why he decided to s...

Lyn Alden: The Monetary Order Is Broken

05 Oct 2023

Contributed by Lukas

On todays episode of Forward Guidance, Lyn Alden Founder of Lyn Alden Investment Strategy & Author of Broken Money joins the show for a discussion on ...

The Great Bond Bear Steepening | Alfonso Peccatiello

03 Oct 2023

Contributed by Lukas

On todays episode of Forward Guidance, Alfonso Peccatiello Founder & CEO of The Macro Compass joins the show for a discussion on the U.S bond market s...

Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent

28 Sep 2023

Contributed by Lukas

Luke Gromen, founder of Forest For The Trees, returns to Forward Guidance to share his views on the steep sell-off in the long-end of the U.S. Treasur...

GameStop, Citadel, And The Fleecing Of Small Investors | Spencer Jakab

26 Sep 2023

Contributed by Lukas

Spencer Jakab, editor of Heard On The Street for The Wall Street Journal, joins Forward Guidance to share what he learned writing his latest book, “...

Former CFTC Commissioner Brian Quintenz On Crypto Regulation

25 Sep 2023

Contributed by Lukas

Brian Quintenz, head of policy for a16z crypto and former commissioner of the Commodity Futures Trading Commission (CFTC), joins Jack Farley for a wid...

The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson

23 Sep 2023

Contributed by Lukas

Nanette Jacobson, Global Investments Strategist at Hartford Funds, joins Forward Guidance to share her investment outlook. Jacobson argues that it mig...

Danielle DiMartino Booth: Jay Powell Just “Went Way Off Script” At September Fed Meeting

20 Sep 2023

Contributed by Lukas

Today’s interview is brought to you by YCharts. For a free trial and 15% discount on new memberships, visit https://go.ycharts.com/forward-guidance ...

SEC Commissioner Hester Peirce on Regulation In Crypto, SPACs, and Money Market Funds

20 Sep 2023

Contributed by Lukas

SEC Commissioner Hester Peirce joins Jack Farley to share her views on crypto regulation and the SEC’s purview of it. Filmed on September 12 at Bloc...

Jim Bianco, Mark Yusko, & Jurrien Timmer on Real Interest Rates, Banking System, and Crypto (Panel at Permissionless 2023)

18 Sep 2023

Contributed by Lukas

Jack Farley hosts Jim Bianco of Bianco Research, Mark Yusko of Morgan Creek Capital, and Jurrien Timmer, Director of Global Macro at Fidelity Investme...

Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview)

17 Sep 2023

Contributed by Lukas

Jack interviews Mark Yusko of Morgan Creek Capital at Blockworks’ Permissionless event in Austin. Filmed on September 12, 2023. Follow Mark Yusko o...

Jim Bianco: No Recession, No Landing

15 Sep 2023

Contributed by Lukas

Jack interviews Jim Bianco of Bianco Research at Blockworks’ Permissionless event in Austin. Filmed on September 12, 2023. Follow Jim Bianco on Twit...

Andrew Beer: Hedge Funds Charge Way, Way Too Much

14 Sep 2023

Contributed by Lukas

Andrew Beer, managing member of DBI, joins Forward Guidance to discuss the need for drastic fee reduction in hedge-fund like return vehicles. Beer and...

Eric Basmajian: Why The U.S. Economy Hasn’t Entered Recession Yet (And Why He Is Confident It Will Soon)

12 Sep 2023

Contributed by Lukas

Eric Basmajian, founder of EPB Research, returns to Forward Guidance to share his view on the U.S. business cycle. Basmajian notes that the 2022 decli...

Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast)

12 Sep 2023

Contributed by Lukas

This is Jack’s guest appearance on the Behind The Markets Podcast with Jeremy Schwartz, Chief Investment Officer of WisdomTree, and Jeremy Siegel, r...

Milton Berg: The Stock Market Is In Trouble

08 Sep 2023

Contributed by Lukas

When quiet legend of technical analysis Milton Berg first appeared on Forward Guidance in January 2023, he predicted a scorching stock bull market. No...

Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro

06 Sep 2023

Contributed by Lukas

On todays episode, Aahan Menon Founder of Prometheus Research joins the show for a discussion on his current macro outlook looking at the economy, gro...

"Credit Shock" In Commercial Real Estate | John Toohig, Victor Calanog, and Thomas LaSalvia

05 Sep 2023

Contributed by Lukas

Today’s interview is a deep-dive into commercial real estate (CRE), an asset class which includes office, multifamily housing (apartments), hotels, ...

David Rosenberg: A Recession Is Coming In The Next 6 Months

31 Aug 2023

Contributed by Lukas

On today's episode of Forward Guidance, David Rosenberg Founder and President of Rosenberg Research & Associates joins the show to discuss the continu...

Vincent Deluard: The “Magic Money” That Prevented Recession Is About To Disappear

29 Aug 2023

Contributed by Lukas

In fall 2022 when most economists were anticipating an imminent recession, Vincent Deluard made the bold call that several forms of “stealth stimulu...

Business Cycle Slowdown Will Intensify Into Recession | Mike Singleton

28 Aug 2023

Contributed by Lukas

Follow Mike Singleton https://twitter.com/InvictusMacro Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Tw...

ESG: The 40 Trillion Dollar Bubble | Mark Neuman

25 Aug 2023

Contributed by Lukas

On todays episode, Mark Neuman Founder & CIO of Constrained Capital joins the show for a discussion on environmental, social & corporate governance's ...

The Next Chapter in Emerging Markets Investing | Marshall Stocker, Co-Head of Emerging Markets, Morgan Stanley

24 Aug 2023

Contributed by Lukas

Marshall Stocker, co-Head of Emerging Markets at Morgan Stanley, shares his insight why country selection has a greater effect on excess returns than ...

Government Debt Crisis Has Hit U.S. Banks | Bill Isaac, Former FDIC Chair

22 Aug 2023

Contributed by Lukas

Today Jack interviews William “Bill” Isaac, who served as Chair of the Federal Deposit Insurance Corporation (FDIC) from 1981 to 1985. Isaac recou...

The Banking System's Guardian Angel You've Never Heard Of | Michael Ericson & Dan Siciliano on Federal Home Loan Banks

18 Aug 2023

Contributed by Lukas

Few outside the banking world grasp the true importance of the Federal Home Loan Banks (FHLBs), whose collective loans to U.S. banks outpace the Feder...

Ivy Zelman: Housing Market Downturn Isn't Over

15 Aug 2023

Contributed by Lukas

Ivy Zelman, founder and CEO of Zelman & Associates, joins Forward Guidance to share her outlook on the U.S. housing market. Filmed on August 8, 2023. ...

Fitch's U.S Debt Downgrade Was Justified | Danielle DiMartino Booth

13 Aug 2023

Contributed by Lukas

Danielle DiMartino Booth CEO & Chief Strategist, QI Research joins Forward Guidance for a special episode from Camp Kotok. We discuss the past 3 year...