Forward Guidance
Episodes
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...
Peter Stella & Joseph Wang on Debt Death Spirals, Monetarism, and The Fiscal Theory Of The Price Level
03 Apr 2023
Contributed by Lukas
Peter Stella, Former Head of the IMF Central Banking Division, joins Joseph Wang, former senior trader for the New York Fed and author at Fedguy.com, ...
Commercial Real Estate Is In Serious Trouble | Nick Halaris
30 Mar 2023
Contributed by Lukas
Nick Halaris, President of real estate investment firm Metros Capital, joins Jack to share insight on the challenges commercial real estate faces afte...
Former Central Banker on China, Global Discord, and Financial Stability | Sir Paul Tucker
27 Mar 2023
Contributed by Lukas
Sir Paul Tucker, research fellow at The Harvard Kennedy School and former deputy governor of The Bank of England, joins Forward Guidance to discuss id...
The Next Phase Of The Banking Crisis | Joseph Wang & Randy Woodward
23 Mar 2023
Contributed by Lukas
Today Jack interviews Randy Woodward, managing director at Raymond James Financial, and Joseph Wang, author at https://fedguy.com/, for a conversation...
Michael Howell: Can The Fed Keep Raising Rates During A Banking Crisis? | Michael Howell
22 Mar 2023
Contributed by Lukas
On today's episode of Forward Guidance, we sit down with Michael Howell Managing Director at Cross Border Capita to discuss the most recent FOMC meeti...
Something Systemic Has Happened | Daniel Neilson
21 Mar 2023
Contributed by Lukas
Does the ongoing turmoil in the banking world constitute a “Minksy moment”? Daniel Neilson, assistant professor of monetary economic at Bard Colle...
Marc Cohodes: The Stock Market Is Not A Game
20 Mar 2023
Contributed by Lukas
Marc Cohodes, accomplished short-seller and financial bloodhound, is on the ultimate hot-streak. Over the past six months, he has been the sternest cr...
The Banks Didn’t Hedge Enough | Mustafa Chowdhury
19 Mar 2023
Contributed by Lukas
For 40% off an annual subscription to Macro Hive Prime (220 / year instead of 374 / year), go to https://macrohive.com/jack or use discount code JACK ...
This is NOT 2008 | Harris Kupperman
17 Mar 2023
Contributed by Lukas
Harris “Kuppy” Kupperman, chief investment officer of Praetorian Capital, returns to Forward Guidance to explain why he doesn’t think the ongoin...
Governor Kuroda: The Decade’s Most Consequential Central Banker
16 Mar 2023
Contributed by Lukas
This debut episode is from our brand new podcast Market Depth hosted by Weston Nakamura. Follow Market Depth using the links below to stay up to date ...
Lyn Alden: Bank Runs And The Financial Repression End Game | Lyn Alden
15 Mar 2023
Contributed by Lukas
For some time now it has been the belief of many Fed-watchers that the Federal Reserve would continue to hike interest rates until it “breaks somet...
Michael Kao: Bank Bailout Allows The Fed To Tighten Even More
14 Mar 2023
Contributed by Lukas
Michael Kao, former hedge fund manager and private investor, joins Jack Farley to share his thoughts on the turmoil in the banking sector, the consequ...
The Bank Bailout Will Create Moral Hazard | Joseph Wang & Stephen Miran
13 Mar 2023
Contributed by Lukas
On Sunday, March 12, the Federal Reserve, the U.S. Treasury, and the Federal Deposit Insurance Corporation (FDIC) announced emergency measures to supp...
The Bank Crisis Is "Overblown" | Joseph Wang
13 Mar 2023
Contributed by Lukas
Signature and Silicon Valley Bank have collapsed. In this breaking news episode, hosts Jason Yanowitz and Jack Farley interview Joseph Wang to discuss...
Danielle DiMartino Booth: A Banking Panic Makes The Fed’s Job More Difficult
13 Mar 2023
Contributed by Lukas
To get a 20% discount off an annual subscription to Danielle DiMartino Booth https://dimartinobooth.substack.com/guidance and use code GUIDANCE Danie...
“Crazy Things” Are Happening In The Japanese Bond Market | Weston Nakamura
11 Mar 2023
Contributed by Lukas
Check out Weston Nakamura’s new show, Market Depth (First episode airs on Wednesday March 15): Spotify: https://spoti.fi/3YMXoHm Apple: https://a...
Chris Whalen: The Fed Is To Blame For The Collapse of Silicon Valley Bank
10 Mar 2023
Contributed by Lukas
Today, Silicon Valley Bank, an institution with over $200 Billion worth of assets, failed. Chris Whalen, chairman of Whalen Global Advisors, returns t...
Does Powell Mean Business? | David Hay
09 Mar 2023
Contributed by Lukas
Today Jack Farley speaks with David Hay, chief investment officer of Evergreen Gavekal and publisher of the Haymaker newsletter on Substack. Hay enter...
The Case For Bonds | Alfonso Peccatiello
06 Mar 2023
Contributed by Lukas
Alfonso (“Alf”) Peccatiello, founder of The Macro Compass and host of The Macro Trading Floor, returns to Forward Guidance to argue why he is star...
Breaking Down Warren Buffett's 2023 Shareholder Letter | Yun Li
04 Mar 2023
Contributed by Lukas
Follow On The Margin: Spotify: https://spoti.fi/3yc4079 Apple: https://apple.co/3UsnTiM -- This epsidoe is taken from the On The Margin weekly roun...
Navigating A "Structural Shift" In Markets | Joseph Wang & Martin Pelletier
03 Mar 2023
Contributed by Lukas
Martin Pelletier, Senior Portfolio Manage at TriVest Wealth joins Forward Guidance to discuss the "structural shift" that has occurred in markets due...
Mike Green: Recession Approaches As Housing & Car Markets Weaken
02 Mar 2023
Contributed by Lukas
Mike Green, portfolio manager and chief strategist at Simplify Asset Management, returns to Forward Guidance to share his views on the labor market, t...
Restrictions On Investments Into China Are Imminent | Harald Malmgren & Nicholas Glinsman
27 Feb 2023
Contributed by Lukas
Right now, U.S. officials in Washington D.C. are preparing legislation that will cut off foreign investment into China. That’s according to Jack’...
Doomberg & Steve Keen: The Green New Deal and Energy Security
23 Feb 2023
Contributed by Lukas
How should the world decarbonize its economy and maximize human flourishing? Steve Keen, post-Keynesian economist and Green New Deal proponent, explor...
The Soft Landing Will Be Transitory | Bob Elliott & Andy Constan
20 Feb 2023
Contributed by Lukas
The Federal Reserve and the bulls have been hoping for a “soft landing” scenario in which inflation falls but the economy doesn’t enter a recess...
Learning From Financial Crises | Joseph Wang & Steven Kelly
16 Feb 2023
Contributed by Lukas
What is a true financial crisis, how does it differ from the mere popping of a speculative bubble or a vanilla recession, and what are the current ris...
Michael Howell: Liquidity Is Back
13 Feb 2023
Contributed by Lukas
Michael Howell, managing director at Cross Border Capital, is the world’s leading expert on global liquidity, a key concept in finance that relates ...
Bear Market Not Over, Says Veteran Trader Who Made 163% Return in 2022 | Neal Berger
09 Feb 2023
Contributed by Lukas
On today's episode of Forward Guidance, Neal Berger Founder, President and Chief Investment Officer of Eagle’s View Capital Management joins the sho...
The Bond Market Is Wrong | Joseph Wang & Dominique Dwor-Frecaut
06 Feb 2023
Contributed by Lukas
Can the Fed hike to 7 or even 8%? Dominique Dwor-Frecaut, senior analyst at Macro Hive, thinks so. Dwor-Frecaut joins Jack Farley and Joseph Wang, for...
Central Bankers vs. The Bond Market | Roger Hirst
02 Feb 2023
Contributed by Lukas
Roger Hirst, managing editor at Real Vision Creative Studios and macro editor at Lykeion Research, joins Forward Guidance to share his macro outlook f...
Jim Bianco on Fed Chair Powell's Reluctance To Discipline The Bulls (February 2023 FOMC)
01 Feb 2023
Contributed by Lukas
On today's episode of Forward Guidance, Jim Bianco Founder of Bianco Research LLC joins the show alongside Mike Ippolito of On The Margin for a discus...
What This Fed Watcher Is On The Lookout For | Colby Smith (February 2023 FOMC)
31 Jan 2023
Contributed by Lukas
With the February Fed meeting rapidly approaching, Jack Farley welcomes Colby Smith, U.S. economics editor for the Financial Times (FT), to share her ...
Earnings Season Is Strong (So Far) | Sam Burns
31 Jan 2023
Contributed by Lukas
Sam Burns, founder of Mill Street Research, explains why he thinks the bull market in stocks can last for much longer. He notes that many companies ar...
The Bear Market Ended Months Ago, Says Master of Turning Points | Milton Berg
26 Jan 2023
Contributed by Lukas
Milton Berg is a quiet legend of technical analysis whose work is regularly used by the world’s most accomplished investors. He joins Jack Farley to...