Forward Guidance

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...

Rate Cuts May Not End Fed's Quantitative Tightening | Former Atlanta Fed President Dennis Lockhart

12 Aug 2023

Contributed by Lukas

Dennis Lockhart, Former President and CEO of the Federal Reserve Bank of Atlanta, joins Forward Guidance for a special interview to discuss one of the...

Inside Camp Kotok | David Kotok on “Disastrous and Debilitating” Effect Of Debt Ceiling on Bond Markets

11 Aug 2023

Contributed by Lukas

David Kotok, chief investment officer and co-founder of Cumberland Advisors, welcomes Jack Farley to “Camp Kotok” with an interview. Kotok explain...

Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller

11 Aug 2023

Contributed by Lukas

Leland Miller, founder of China Beige Book, sits down with Jack Farley at Camp Kotok to give a brief update on the state of the Chinese economy. Mille...

The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)

10 Aug 2023

Contributed by Lukas

Jim Bianco, founder and CEO of Bianco Research, and Samuel Rines, managing director at Corbu LLC, join Jack Farley on beautiful Leen’s Lodge for the...

The Sovereign Debt Spiral | James Lavish

01 Aug 2023

Contributed by Lukas

James Lavish, hedge fund veteran, managing director of the Bitcoin Opportunity Fund, and author of “The Informationist” newsletter, joins Forward ...

The Great Liquidity Debate | Michael Howell & Andy Constan

27 Jul 2023

Contributed by Lukas

Michael Howell of Crossborder Capital and Andy Constan of Damped Spring Advisors join Forward Guidance to discuss and debate all things liquidity. Tod...

Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting

26 Jul 2023

Contributed by Lukas

Julian Brigden, co-founder of MI2 Partners, joins Forward Guidance to share his outlook for the challenges facing the Federal Reserve. Brigden argues ...

Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply

24 Jul 2023

Contributed by Lukas

Mark Cabana, head of US Rates Strategy at BofA Global Research, joins Forward Guidance to share insights on today’s very strange bond market. Cabana...

It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley

22 Jul 2023

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 ...

Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map”

21 Jul 2023

Contributed by Lukas

Peter Atwater, Adjunct Professor of Economics at William and Mary, and author of “The Confidence Map: Charting a Path from Chaos to Clarity” joins...

OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil

18 Jul 2023

Contributed by Lukas

Rory Johnston, oil buff and founder of CommodityContext.com, returns to Forward Guidance to explain why he is now “cautiously bullish” on the pric...

The Recession Paradox | Alfonso Peccatiello

16 Jul 2023

Contributed by Lukas

Alfonso Peccatiello, founder of The Macro Compass, returns to Forward Guidance to discuss why there's no U.S. recession as of yet, how long is the lag...

The Laws Of Quantitative Investing | Michael Robbins

13 Jul 2023

Contributed by Lukas

On todays episode Michael Robbins, CIO of Larson Financial & Professor Of Quantitative Investing at Columbia University joins the show for a discussio...

The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly

11 Jul 2023

Contributed by Lukas

Steven Kelly, Associate Director of Research at the Yale Program on Financial Stability, returns to Forward Guidance to update Jack on the Federal Res...

Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System

10 Jul 2023

Contributed by Lukas

Vítor Constâncio witnessed firsthand severe recessions, inflationary bouts, and a global financial crisis, as former Vice President of the European ...

Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains

09 Jul 2023

Contributed by Lukas

On todays episode of Forward Guidance Jay Shabat Senior Analyst at Skift & Author of both Airline Weekly & Railroad Weekly joins the show for a discus...

The Price of Time | Edward Chancellor & Joseph Wang

06 Jul 2023

Contributed by Lukas

Edward Chancellor, distinguished investor, financial historian, and author, joins Forward Guidance to discuss his latest book “The Price of Time: Th...

The Little-Known Entity That’s Lent Over $1 Trillion To U.S. Banks (10x The Fed!) | Professor Kathryn Judge on The Federal Home Loan Bank (FHLB) System

03 Jul 2023

Contributed by Lukas

Since the fall of Silicon Valley Bank (SVB) in March 2023, many investors have been closely monitoring the Federal Reserve’s recent lending to U.S. ...

What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"

02 Jul 2023

Contributed by Lukas

-- On todays episode of Forward Guidance, Michael Kao, former hedge fund manager turned private investor & Alexander Stahel, Founder & CIO at Burggrab...

Will The Fed Get Their Soft Landing? | Weekly Round Up

01 Jul 2023

Contributed by Lukas

Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On ...

Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth

30 Jun 2023

Contributed by Lukas

To get $1,000 off an annual subscription to QI Pro, Danielle DiMartino Booth’s institutional-grade research service, go to https://quillintelligence...

The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR

26 Jun 2023

Contributed by Lukas

Today’s special guest is a true expert in global money. Robert McCauley’s life work on the international monetary system is authoritative and semi...

The Shiny New Derivative That’s Taken Over Wall Street | Kris Sidial on Zero Day To Expiration (0DTE) Options & Tail Risk During A Volatility Bear Market

25 Jun 2023

Contributed by Lukas

With the VIX at a 3-year low, Kris Sidial, tail risk manager & co-chief investment officer of The Ambrus Group, returns to Forward Guidance to tell Ja...

Return Of The Bull Market? | On The Margin Round Up

24 Jun 2023

Contributed by Lukas

Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On ...

Michael Howell: "QE Is Coming Back, Big Time"

22 Jun 2023

Contributed by Lukas

Michael Howell of Crossborder Capital returns to Forward Guidance with a much-needed update on global liquidity. -- Follow Michael: https://twitter.co...

SPACs Are Bonds, Actually | Louis Camhi

19 Jun 2023

Contributed by Lukas

Louis Camhi, founder and chief investment officer of RLH Capital, returns to Forward Guidance to provide a strategic update on the world of SPACs (Spe...

Jay Powell’s Plan To Kill The “Fed Put” | Danielle DiMartino Booth

15 Jun 2023

Contributed by Lukas

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, returns to Forward Guidance to share her views on the Federal Reserve’s decision ...

Did The Fed Just Back Down? | Joseph Wang & Michael Ippolito

14 Jun 2023

Contributed by Lukas

On today's episode of Forward Guidance we invite Joseph Wang CIO at Monetary Macro for a discussion on Powell's press conference post FOMC. With Tuesd...

Higher For Longer | Robert Kaplan, Former Dallas Fed President & CEO

12 Jun 2023

Contributed by Lukas

Robert Steven Kaplan, former President & CEO of the Federal Reserve Bank of Dallas, joins Forward Guidance to share his views on the U.S. economy, ban...

The Holy Grail of Macro Investing | Eric Crittenden

12 Jun 2023

Contributed by Lukas

On todays episode of Forward Guidance Eric Crittenden Chief Investment Officer at Standpoint Asset Management joins the show for a deep dive into the ...

The Music Is About To Stop: John Toohig & Randy Woodward on Bank Lending, Deflation, and Secondary Loan Liquidity

09 Jun 2023

Contributed by Lukas

Today, Jack speaks with two veteran bankers about bank lending, a key engine of the real economy, and where it is headed. John Toohig, Head of Whole L...

Artificial Intelligence Bubble Has Only Just Begun, Says Citrini7, World's Hottest A.I. Stockpicker

07 Jun 2023

Contributed by Lukas

Today Jack is joined by an anonymous trader known only by their Twitter handle @Citrini7, who has the absolute “hottest hand” when it comes to pic...

Coinbase Sued By SEC | Casey Wagner

06 Jun 2023

Contributed by Lukas

The Securities and Exchange Commission (SEC) has sued both Binance and Coinbase, and Casey Wagner, senior policy reporter at Blockworks, is here to br...

The Fed Put Still Lives | Vincent Daniel

06 Jun 2023

Contributed by Lukas

Vincent Daniel of Seawolf Capital returns to Forward Guidance to share his latest thinking on bank stocks, market structure, and long/short investing....

Joseph Wang & Alex Etra: Trillion-Dollar Liquidity Drain Imminent

06 Jun 2023

Contributed by Lukas

On today's episode of Forward Guidance, Alex Etra Senior Macro Strategist at Exante Data & Joseph Wang CIO at Monetary Macro join the show for a discu...

Rate Hikes Are Inflationary, Says Warren Mosler, Godfather of Modern Monetary Theory (MMT)

01 Jun 2023

Contributed by Lukas

Warren Mosler, founder of Valance Co., Inc. and author of “The 7 Deadly Innocent Frauds of Economic Policy,” is widely viewed as the intellectual ...

The Debt Ceiling Approaches | Joseph Wang & Dominique Dwor-Frecaut

28 May 2023

Contributed by Lukas

Joseph Wang of FedGuy.com and Dominique Dwor-Frecaut of Macro Hive return to Forward Guidance to update listeners on the U.S. debt ceiling, which may ...

Long Stocks, Long Dollar, Short Gold | Jason Shapiro

26 May 2023

Contributed by Lukas

Jason Shapiro, veteran trader and founder of The Crowded Market Report, joins Jack Farley on Forward Guidance to share his contrarian trading style an...

Bull Market In Oil Is Over (For Now) | Paul Sankey

22 May 2023

Contributed by Lukas

On todays episode of Forward Guidance, Oil market veteran Paul Sankey of Sankey Research joins the show for a discussion on the cyclical vs secular tr...

The Return Of Bank Runs | Sheila Bair, Former FDIC Chair

19 May 2023

Contributed by Lukas

During her tenure as Chair of the Federal Deposit Insurance Corporation (FDIC) from 2006 to 2011, Sheila Bair managed over 300 bank failures, includin...

Nicholas Glinsman on Banks, Commercial Real Estate, and China

18 May 2023

Contributed by Lukas

Nicholas Glinsman, macro investor and co-founder of Malmgren Glinsman Partners, returns to Forward Guidance to update viewers on banks, commercial rea...

The Fed's Playbook for Fighting Bank Panics, Now vs. The Great Depression | Dr. Jane Knodell

15 May 2023

Contributed by Lukas

Jane Knodell, professor of economics at the University of Vermont and Author joins the show for a historical comparison between the previous bank runs...

Why Bank Money Is “Disappearing” | Patrick Perret-Green

12 May 2023

Contributed by Lukas

Last year, Patrick Perret-Green, veteran bond trader and macro strategist, warned his clients that plummeting liquidity at regional U.S. banks could c...

Why The U.S. Dollar Could Fall Even In A Recession | Jens Nordvig

11 May 2023

Contributed by Lukas

Jens Nordvig, founder and CEO of ExAnte Data and MarketReader, joins Jack Farley to give his data-driven look at bank lending, de-dollarization, and g...

Michael Pettis: China's Economic Growth Model Is Dying

08 May 2023

Contributed by Lukas

Michael Pettis, Professor of Finance at Peking University and senior fellow at the Carnegie Endowment for International Peace, joins Jack Farley to sh...

The Fed’s "Controlled Demolition" of The Financial System | Danielle DiMartino Booth

04 May 2023

Contributed by Lukas

Danielle DiMartino Booth, CEO and chief strategist at QI Research, returns to Forward Guidance to share her thoughts on May 3rd’s Federal Reserve’...

Nick Timiraos: The Fed Doesn't Want Bank Failures In The News

04 May 2023

Contributed by Lukas

Nick Timiraos, chief economics correspondent for the Wall Street Journal and author of “Trillion Dollar Triage” joins Jack Farley to share his ana...

Fed Downplays Bank Crisis As Another Bank Teeters | Jim Bianco

03 May 2023

Contributed by Lukas

Jim Bianco of Bianco Research joins Forward Guidance to break down the Federal Reserve’s meeting on May 3rd, during which Fed Chair Powell noted tha...

A Wild Ride In The Oil Market | Josh Young

02 May 2023

Contributed by Lukas

On today's episode of Forward Guidance, Josh Young Chief Investment Officer & Founder of Bison Interests joins the show for a deep dive into the oil a...

The Failure of First Republic Bank | Chris Whalen & Randy Woodward

01 May 2023

Contributed by Lukas

Today First Republic, America’s 14th largest bank, was taken over by the Federal Deposit Insurance Corporation (FDIC) who sold the vast majority of ...

Dr. Perry Mehrling on The Dollar Standard, Globalization of Shadow Banking, and Charles Kindleberger

01 May 2023

Contributed by Lukas

Dr. Perry Mehrling, Professor of International Political Economy at the Pardee School of Global Studies, Boston University, joins Forward Guidance to ...

Jared Dillian: Sentiment Is Still Really, Really Bad

27 Apr 2023

Contributed by Lukas

Jared Dillian, publisher of The Daily Dirtnap, returns to Forward Guidance to argue why he’s no longer bearish on natural gas, why he thinks the May...

Nathan Tankus on The "Pozsar Moment" In Shadow Banking

25 Apr 2023

Contributed by Lukas

On todays episode of Forward Guidance, Nathan Tankus Author at Notes on the Crises joins the show for a deep dive into the shadow banking system, rece...

Jeff Snider: The Credit Crunch Is Here As Ultra Rare Bond Market Signal Flashes Red For First Time Since 2008

24 Apr 2023

Contributed by Lukas

Ultra short-term Treasurys have rallied so much that the 1 month bill now yields over 150 basis points less than similar instruments at the Federal Re...

An Update On The "March Banking Panic" | Weekly Round Up

22 Apr 2023

Contributed by Lukas

This week, I join Mike Ippolito on his weekly roundup edition of On The Margin to discuss bank earnings a month on from the "March banking panic". We ...

Brent Johnson on Why The De-Dollarization Narrative Is Overhyped

21 Apr 2023

Contributed by Lukas

Recent efforts by foreign leaders have led some to claim that the U.S. Dollar system will soon cease to be the global reserve currency. Brent Johnson ...

Do Banks Have Enough Capital? | Dr. Martien Lubberink

20 Apr 2023

Contributed by Lukas

The more capital a bank holds, the more losses it can take before going bust. Dr. Martien Lubberink, professor at Victoria University of Wellington, j...

Money Supply Is Falling By Most Since Great Depression | Danielle DiMartino Booth

18 Apr 2023

Contributed by Lukas

Danielle DiMartino Booth, CEO and chief strategist of QI Research, returns to Forward Guidance to share her findings on the problems brewing in commer...

PIMCO’s Cash King On Liquidity, Repo, Debt Ceiling, And Yield Curve Inversion | Jerome Schneider

17 Apr 2023

Contributed by Lukas

Jerome Schneider, managing director at PIMCO, is a maestro of short-term funding markets. He oversees PIMCO’s $300 Billion pool of short-term liquid...

Key Principles For Successful Trading | Simon Ree

17 Apr 2023

Contributed by Lukas

On todays episode of Forward Guidance Simon Ree Author & Founder of The Tao Of Trading joins the show for a discussion on the key principles for becom...

Chris Whalen on Big Bank Earnings and the Return of Credit Risk

14 Apr 2023

Contributed by Lukas

Chris Whalen, chairman of Whalen Global Advisors, returns to Forward Guidance to comment on the ample and growing earnings of the big banks (particula...

The Commercial Real Estate Default Cycle Has Only Just Begun | Dan McNamara

12 Apr 2023

Contributed by Lukas

Dan McNamara, veteran commercial MBS trader and founder of Polpo Capital, joins Forward Guidance to argue that the commercial real estate (CRE) defaul...

Lou Crandall & Joseph Wang: A Monetary Plumbing Masterclass

10 Apr 2023

Contributed by Lukas

On today's episode of Forward Guidance Lou Crandall, Chief Economist of Wrightson ICAP & Joseph Wang CIO at Monetary Macro join the show to discuss th...

A Recession Is “Somewhat Unavoidable,” Says Liz Ann Sonders

06 Apr 2023

Contributed by Lukas

Liz Ann Sonders, chief investment strategist at Charles Schwab, joins Jack Farley to share her data-driven investment outlook at a challenging time fo...

The Next Chapter In Interest Rate History | Dr. Richard Sylla

05 Apr 2023

Contributed by Lukas

On todays episode of Forward Guidance, Professor Emeritus of Economics at Leonard N. Stern School of Business, author and financial historian Dr. Rich...

The Bank Panic Is Already Over (Here’s Why) | John Maxfield

04 Apr 2023

Contributed by Lukas

John Maxfield, banking specialist and author of the Maxfield on Banks Substack, joins Jack to discuss the history and future of the U.S. banking syste...