Forward Guidance
Episodes
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...
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...