Forward Guidance

Dusting Off The Recession Playbook | Tian Yang

23 Jan 2023

Contributed by Lukas

The last time Tian Yang, founder of Variant Perception, appeared on Forward Guidance in August 2022, he gave viewers a well-timed warning that the com...

“Transitory Goldilocks” Is Here | Darius Dale

19 Jan 2023

Contributed by Lukas

Darius Dale of 42 Macro once again joins Jack to share his macro view for 2023. Dale argues that, while inflation and growth are falling, inflation is...

Bank of Japan Widow-Makes Once Again | Weston Nakamura

18 Jan 2023

Contributed by Lukas

The last time Jack Farley had Tokyo-based, global macro markets trader and Bank of Japan aficionado Weston Nakamura on Forward Guidance - the BOJ had ...

The Soft Landing “Blue Pill” Is Overpriced | Andy Constan

16 Jan 2023

Contributed by Lukas

Andy Constan, veteran macro investor and founder of Damped Spring Macro Research, joins Jack to share his macro framework for 2023. Looking at rallyin...

The Big Bank Deep Dive | Alex Gray

13 Jan 2023

Contributed by Lukas

Use code GUIDANCE10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 As big banks start to report their e...

Will The Fed Get Their Soft Landing? | Jeff Snider & Bob Elliott

12 Jan 2023

Contributed by Lukas

Use code GUIDANCE10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- With U.S. monthly inflation comin...

Jacob Shapiro on Russia, Ukraine, and China

10 Jan 2023

Contributed by Lukas

Use code GUIDANCE10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Jacob Shapiro, partner and direct...

The Era of American Stock Dominance Is Over | Kevin Muir

09 Jan 2023

Contributed by Lukas

In December 2021, Kevin Muir, veteran trader and author of The Macro Tourist, came on Forward Guidance and made a series of bold predictions all of wh...

Crypto’s 2023 “Health Check” | Vance Spencer

06 Jan 2023

Contributed by Lukas

Vance Spencer, co-founder of Framework Ventures, a venture firm that invests exclusively in digital assets, joins Jack to look back on crypto’s roug...

“Nightmare Scenario” For The Fed | Felix Jauvin

05 Jan 2023

Contributed by Lukas

Felix Jauvin, macro analyst at Reflexivity Research, joins Jack Farley to share his outlook on liquidity, the Fed, and inflation. Jauvin argues that t...

A Masterclass In Central Banking | Professor Jane Knodell

02 Jan 2023

Contributed by Lukas

Jane Knodell, professor of economics at the University of Vermont and author of "The Second Bank of the United States: Central banker in an era of nat...

All You Ever Wanted To Know About Interest Rates | DC Analyst

29 Dec 2022

Contributed by Lukas

Interest rates are a key measure of the price of money, but as the plural suggests, there is one more than just one interest rate. Today Jack dives de...

The Fed Will Tighten "As Far As They Can" Into 2023 | Joseph Wang & George Goncalves

26 Dec 2022

Contributed by Lukas

Today Jack welcomes George Goncalves and Joseph Wang to share their 2023 outlook on the Federal Reserve and inflation. Goncalves, Head of U.S. Macro S...

Private Markets To Implode As Fed Hikes to 7% | Bilal Hafeez

22 Dec 2022

Contributed by Lukas

Bilal Hafeez, CEO of Macro Hive, is a veteran of macro analysis and he joins today’s interview with some truly bold calls. Hafeez argues that a seve...

Bank of Japan’s Capitulation Perturbs Global Bond Market | Weston Nakamura

20 Dec 2022

Contributed by Lukas

The Bank of Japan (BOJ) has stunned markets by raising the cap on its 10-year government bond and there’s no one Jack would rather speak to than, We...

The Technicals Are Bearish | Katie Stockton

19 Dec 2022

Contributed by Lukas

Katie Stockton, founder and managing partner of Fairlead Strategies and portfolio manager of the $TACK ETF, joins Jack Farley to share her analysis of...

China’s Economic House Of Cards | Kyle Bass & Nick Glinsman

16 Dec 2022

Contributed by Lukas

Today’s interview is something unlike any other that’s ever appeared on Forward Guidance. It concerns China, a country that once was the engine of...

Everything You Need To Know About The Fed’s Meeting | Danielle DiMartino Booth

12 Dec 2022

Contributed by Lukas

Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, joins Jack to share her views on the upcoming extremely busy week, which sees ...

Felix Zulauf: Credit Meltdown Will Force The Federal Reserve To Backtrack On Tight Money Policy

09 Dec 2022

Contributed by Lukas

Felix Zulauf, renowned macro investor and founder of Zulauf Consulting, returns to Forward Guidance to share his market outlook for 2023 and beyond. Z...

David Rubenstein, Billionaire Investor Who Hired Jay Powell, On What Makes A Great Investor

08 Dec 2022

Contributed by Lukas

Today Jack speaks to a true titan in the investment business. David Rubenstein is the co-founder and co-chairman of The Carlyle Group, a global invest...

Cash Is King In Multi-Year Recessionary Bear Market | Chance Finucane

05 Dec 2022

Contributed by Lukas

Chance Finucane, chief investment officer at Oxbow Advisors, joins Jack to discuss his investment outlook at this current point in the business cycle....

The Car Market Is Crashing | Paul Hodges

01 Dec 2022

Contributed by Lukas

To get $1,000 off The pH report and receive a free sample report, email [email protected] or [email protected], or visit https://new-normal.com/...

FTX and “The Money Noose”: Scott Skyrm On The Fall of MF Global

29 Nov 2022

Contributed by Lukas

Scott Skyrm, Executive Vice President in fixed income and Repo at Curvature Securities, joins Jack Farley to share insights from his book “The Money...

CeFi Crypto Contagion Is Just Getting Started, Says Analyst Who Predicted FTX's Fall

28 Nov 2022

Contributed by Lukas

James Block, author at Dirty Bubble Media, joins Jack to explain the knock-on effects of the demise of the crypto exchange FTX. James is an amateur cr...

Liquidity In Crypto Is Declining | Scott Freeman

24 Nov 2022

Contributed by Lukas

Scott Freeman, co-founder and partner at JST Capital, a financial services firm focused 100% on digital assets, joins Jack to explain just what the he...

Learning From Market Tremors | Hari Krishnan

21 Nov 2022

Contributed by Lukas

Hari Krishnan, head of volatility strategies at SCT Capital, joins Jack for a wide-ranging discussion on central banks, derivatives, and market struct...

Joseph Wang & William White: Mammoth Interest Rate Hikes Are Causing Trouble In Sovereign Debt

17 Nov 2022

Contributed by Lukas

Today Jack welcomes William White, senior fellow at the C.D. Howe Institute, and Joseph Wang, former senior trader for the New York Federal Reserve. ...

Forced Retirement Selling May Disrupt Santa Rally | Zed Francis

14 Nov 2022

Contributed by Lukas

Zed Francis, chief investment officer at Convexitas, joins Jack to talk about interest rate risk, what really happened to the British pension system, ...

Commodity Prices Are Due For A Severe Correction, Says Mike McGlone

10 Nov 2022

Contributed by Lukas

Mike McGlone, macro strategist at Bloomberg Intelligence, joins Jack to share his outlook on how commodities, bonds, and crypto will perform during th...

There’s Just Not Enough Energy | Harris Kupperman & Porter Collins

09 Nov 2022

Contributed by Lukas

Link to 4-week free trial for Kuppy’s Event Driven Monitor (KEDM): https://link.kedm.com/forward. Use special coupon code kedm1ref to get $1,000 off...

Everything You Need To Know About Crypto's FTX-Driven Downturn | Matt Fiebach

08 Nov 2022

Contributed by Lukas

In an emergency episode, Jack speaks to one of the sharpest crypto minds he knows, Matt Fiebach, research analyst on the Blockworks Research team, abo...

The Economy Is Slowing Much Faster Than The Fed Thinks | Peter Tchir

07 Nov 2022

Contributed by Lukas

In the November FOMC meeting, Fed Chair Jay Powell stated that while the pace of economic growth is slowing, indicators point to modest growth in spen...

The Chemicals Market Is Bearish – Stupendously Bearish | Paul Hodges

04 Nov 2022

Contributed by Lukas

To get $1,000 off The pH report and receive a free sample report, email [email protected] or [email protected], or visit https://new-normal.com/...

Jim Bianco & Joseph Wang on November Fed Meeting: Much Higher For Much Longer!

03 Nov 2022

Contributed by Lukas

Shortly after Fed Chair Jay Powell’s press conference on November 2nd, 2022, Jim Bianco of Bianco Research and Joseph Wang, former senior trader for...

Joseph Wang & Nick Timiraos: What You Need To Know For The November Fed Meeting

01 Nov 2022

Contributed by Lukas

With the Fed set to hike interest rates yet again, Jack is lucky to speak to the ultimate Federal Reserve heavyweights: Nick Timiraos, chief economics...

Inflation Will Run Hot For The Rest Of The Decade, Says Vincent Deluard

31 Oct 2022

Contributed by Lukas

Vincent Deluard, head of global macro at StoneX, has been extremely prescient in calling for persistently high inflation. Vincent returns to Forward G...

IMPORTANT: Announcing Blockworks’ Latest Podcast, 0xResearch

28 Oct 2022

Contributed by Lukas

Jack welcomes Sam Martin and Dan Smith, analysts on the Blockworks Research team and hosts of the upcoming podcast 0xResearch, which airs on November ...

The European Central Bank Goes On The Offensive | Daniel Neilson (LIVE)

28 Oct 2022

Contributed by Lukas

Daniel Neilson, economist and author of “Minksy” and the Soon Parted newsletter, returns to Forward Guidance to update Jack on the European Centra...

Lyn Alden: The Bursting Of The Sovereign Bond Bubble

27 Oct 2022

Contributed by Lukas

In October 2021, Lyn Alden, renowned macroeconomic thinker and investor, joined Forward Guidance for its first episode to argue that the sovereign bon...

The Fed Won’t Rescue The Housing Market | Danielle DiMartino Booth

24 Oct 2022

Contributed by Lukas

Danielle DiMartino Booth, CEO and chief strategist of Quill Intelligence, joins Jack Farley to ring the alarm bell about the housing and auto markets,...

The Fed Blundered In 2008 —And It’s Blundering Now | Richard Field

20 Oct 2022

Contributed by Lukas

Richard Field, director of The Institute For Financial Transparency, joins Jack Farley to argue that the Federal Reserve made a huge mistake during th...

Oil Will Dethrone The Fed (Here’s Why) | Harris Kupperman & Porter Collins

18 Oct 2022

Contributed by Lukas

Today Jack welcomes two investors who have navigated the turbulent markets over the past two years very well: Porter Collins of Seawolf Capital and Ha...

Banks Are Finally Making Money Again | Chris Whalen

17 Oct 2022

Contributed by Lukas

It’s banking season. With the big U.S. banks set to report their third quarter earnings, Jack speaks to veteran banker Chris Whalen about what inves...

George Noble: A 20-50% Market Crash Is Coming

13 Oct 2022

Contributed by Lukas

Filmed on October 11, 2022. When George Noble, creator of the $NOPE ETF and veteran hedge fund manager, appeared on Forward Guidance in May, he said t...

The Bond Market Is Already Broken - Stocks and Housing Are Next | Harley Bassman & Joseph Wang

10 Oct 2022

Contributed by Lukas

Today Jack Farley welcomes two financial heavyweights who, in Jack’s view, have predicted and understood this year’s sell-off in bonds more accura...

Learning From the Most Ruthless Robber Baron (Jay Gould) | Greg Steinmetz

06 Oct 2022

Contributed by Lukas

Use code GUIDANCE250 to get $250 off tickets to Blockworks’ London Digital Asset Summit Greg Steinmetz, investor and financial writer, joins Jack t...

Liquidity Spiral In The Bond Market Is Causing "Tremendous Stress" | Jim Bianco

03 Oct 2022

Contributed by Lukas

Use code GUIDANCE250 to get $250 off tickets to Blockworks’ London Digital Asset Summit Jim Bianco, founder of Bianco Research LLC, joins Jack Farl...

Oil Will Trade Flat To Down Until Biden Backs Down & China Re-Opens | Rory Johnston

29 Sep 2022

Contributed by Lukas

Use code GUIDANCE250 to get $250 off tickets to Blockworks’ London Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-lond...

What Will Break First? | Joseph Wang & Peter Crane

26 Sep 2022

Contributed by Lukas

With the Fed hiking interest rates rapidly in order to fight inflation, cash is finally earning its highest yield since before the Great Financial Cri...

"I'm Surprised The Market's Not Down More" | Aswath Damodaran

22 Sep 2022

Contributed by Lukas

When trying to find a culprit for the bear market in stocks this year, investors often point to the surging yields on U.S. Treasury bonds. But that’...

The Sovereign Debt Crisis Is Coming | Brent Johnson

20 Sep 2022

Contributed by Lukas

Why has the U.S. dollar exploded higher this year against other currencies, and what does its rise mean for the global economy? Brent Johnson, CEO of...

The Bear Market Has Only Just Begun | Ted Oakley

19 Sep 2022

Contributed by Lukas

Use code GUIDANCE250 to get $250 off tickets to Blockworks’ London Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-lond...

The Energy Trade Has Gone Too Far | Jared Dillian

15 Sep 2022

Contributed by Lukas

Use code GUIDANCE250 to get $250 off tickets to Blockworks’ London Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-lond...

False Dawn: Why The Rally Is Over | Andy Constan & Joseph Wang

13 Sep 2022

Contributed by Lukas

Use code GUIDANCE250 to get $250 off tickets to Blockworks’ London Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-lond...

The Rise of "Legal Fraud" | Bethany McLean

12 Sep 2022

Contributed by Lukas

Use code GUIDANCE250 to get $250 off tickets to Blockworks’ London Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-lond...

The Eurodollar Market Is “Dead,” Says Godfather of Financial Derivatives | Dr. Richard Sandor

08 Sep 2022

Contributed by Lukas

Use code GUIDANCE250 to get $250 off tickets to Blockworks’ London Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-lond...

The Plumbing Of Global Finance Is Clogged | Joseph Wang & Daniel Neilson

05 Sep 2022

Contributed by Lukas

Use code JACK250 to get $250 off tickets to Blockworks’ New York Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-new-yo...

The Fed Doesn’t Have What It Takes To Fight Inflation | Joseph Wang & Mish Shedlock

01 Sep 2022

Contributed by Lukas

Use code JACK250 to get $250 off tickets to Blockworks’ New York Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-new-yo...

Convertible Bonds: The Everything Asset Class | Paul Latronica

29 Aug 2022

Contributed by Lukas

Use code JACK250 to get $250 off tickets to Blockworks Digital Asset Summit https://blockworks.co/events/digital-asset-summit-2022-new-york/ Use code ...

The Global Shipping Crisis Is Not Over | Sal Mercogliano

25 Aug 2022

Contributed by Lukas

Use code JACK250 to get $250 off tickets to Blockworks Digital Asset Summit https://blockworks.co/events/digital-asset-summit-2022-new-york/ Use code ...

The Fed’s Ticking Time Bomb Is About To Explode | Joseph Wang & Chris Whalen

22 Aug 2022

Contributed by Lukas

Use code JACK250 to get $250 off tickets to Blockworks Digital Asset Summit https://blockworks.co/events/digital-asset-summit-2022-new-york/ Use code ...

Why Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack Farley

18 Aug 2022

Contributed by Lukas

This is a recording of a Twitter spaces in which Jack Farley exchanges macro views with Alfonso Peccatiello, in a preview to their conversation at the...

Liquidity Has “Dried Up,” Says $100 Billion Investor | Jeffrey Sherman

18 Aug 2022

Contributed by Lukas

Use code JACK250 to get $250 off tickets to Blockworks Digital Asset Summit https://blockworks.co/events/digital-asset-summit-2022-new-york/ Use code...

The Fed Is Not In Control Of The Eurodollar System | Hugh Hendry

15 Aug 2022

Contributed by Lukas

Use code JACK250 to get $250 off tickets to Blockworks Digital Asset Summit https://blockworks.co/events/digital-asset-summit-2022-new-york/ Use code...

Real GDP Lending on Blockchain Could Be A Gamechanger | Bill Wolf

11 Aug 2022

Contributed by Lukas

Use code JACK250 to get $250 off tickets to Blockworks Digital Asset Summit https://blockworks.co/events/digital-asset-summit-2022-new-york/ Use code ...

Real Estate Market Will Stay "Savagely Unhealthy" For A Long Time | Logan Mohtashami

09 Aug 2022

Contributed by Lukas

Use code JACK250 to get $250 off tickets to Blockworks Digital Asset Summit https://blockworks.co/events/digital-asset-summit-2022-new-york/ Use code ...

Pelosi’s Visit To Taiwan Has Angered China | Jacob Shapiro

04 Aug 2022

Contributed by Lukas

Use code JACK250 to get $250 off tickets to Blockworks Digital Asset Summit https://blockworks.co/events/digital-asset-summit-2022-new-york/ -- Jacob ...

Collapsing Liquidity Has Put The Commodity Supercycle on Hold | Tian Yang

04 Aug 2022

Contributed by Lukas

Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ Use code “guidance” to get 50% off Blockworks Re...

Summer Meltdown In Stocks Unlikely, Says Volatility Expert Noel Smith

01 Aug 2022

Contributed by Lukas

Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ Use code GUIDANCE250 to get $250 off tickets (Only a...

The Most Misunderstood Asset Class Of All Time | Louis Camhi

28 Jul 2022

Contributed by Lukas

On this episode of Forward Guidance, Jack Farley is joined by Louis Camhi in this special episode all about SPACs (special purpose acquisition compani...

There Are No Doves Left At The Federal Reserve | Nick Timiraos

27 Jul 2022

Contributed by Lukas

Ahead of tomorrow’s FOMC meeting, Nick Timiraos joins Jack Farley to talk about the economy and the Federal Reserve; how has it tightened financial ...

Credit Market Implosion Will Be Severe, Says Harald Malmgren | Nicholas Glinsman, Harald Malmgren

25 Jul 2022

Contributed by Lukas

Nicholas Glinsman, CEO & CIO at EvoCapital LLC and Harald Malmgren, owner of Malmgren Global LLC, join Jack Farley to discuss the slowing economy: the...

Why Are Commodities Crashing? | Tracy Shuchart

21 Jul 2022

Contributed by Lukas

Tracy Shuchart, Partner and Global Energy & Materials Strategist at Intelligence Quarterly, joins Jack Farley to talk about all things oil: how differ...

Making Informed Decisions as an Individual Investor | Kyrill Asatur

18 Jul 2022

Contributed by Lukas

Kyrill Asatur, Co-Founder and CEO at Centerfin, joins Jack Farley to talk about stocks, macro and the .com bubble. Asatur explains how important the s...

No Clear Sign Of Recession Yet, Says Nick Reece

14 Jul 2022

Contributed by Lukas

Nick Reece, Vice President of Research at Merk Investments, joins Jack Farley to share his outlook on the business cycle. He goes through a checklist ...

Will A Recession End The Commodity Bull Market? | Rick Rule

11 Jul 2022

Contributed by Lukas

Link to Rick Rule’s Symposium on Natural Resource Investing: https://opptravel.zohobackstage.com/TheRuleSymposiumofNaturalResourceInvesting#/?affl=...

We Are Living In A Silent Depression | Emil Kalinowski

07 Jul 2022

Contributed by Lukas

Emil Kalinowski, Co-Host of Eurodollar University, joins Jack Farley on Forward guidance to talk about the current economy in which Kalinowski describ...

Why 2022 Isn't A "Buy The Dip" Market | Victoria Greene

04 Jul 2022

Contributed by Lukas

On today's episode of "Forward Guidance", Jack Farley is joined by Victoria Greene the Chief Investment Officer at G Squared Private Wealth. After a ...

Stagflation 2.0 Is Here To Stay | Ronald Stöferle and Mark Valek

30 Jun 2022

Contributed by Lukas

Ronald Stöferle and Mark Valek of Incrementum AG are pioneers in the world of hard assets, stern devotees of gold and Bitcoin, and deep skeptics abou...

“In 6 to 12 Months, We’re Going To Have A Big Problem” | Eric Basmajian & Joseph Wang

27 Jun 2022

Contributed by Lukas

Is a recession imminent? What will the impact be on asset prices - and to what degree would it cause the Federal Reserve to stop tightening monetary p...

A Profit Recession Is Coming, An End To Inflation Is Not | Vincent Deluard

23 Jun 2022

Contributed by Lukas

In the spring of 2020, the idea that the world would see persistent inflation was laughed at. No one is laughing now. Vincent Deluard, head of global...

Trading Volatility in Volatile Markets | Benn Eifert

20 Jun 2022

Contributed by Lukas

In this episode of Forward Guidance Benn Eifert, Founder & CIO of QVR Advisors joins the show for a deep dive discussion on all things volatility. As ...

Market Crash Unlikely Until July, Says Volatility Veteran | Noel Smith

17 Jun 2022

Contributed by Lukas

Noel Smith, chief investment officer and head of options trading at Convex Asset Management, joins Forward Guidance for a special time-sensitive episo...

Cash Is King During Fed's Hawkish Warpath, Says Former $20 Billion Fund Manager

16 Jun 2022

Contributed by Lukas

Alfonso “Alf” Peccatiello, author of The Macro Compass and former $20 Billion fund manager, joins Jack Farley to break down yesterday’s action-p...

“Soft Landing” Very Unlikely As Global Inflation Crisis Rages On | Darius Dale & Juliette Declercq

16 Jun 2022

Contributed by Lukas

On today’s episode of Forward Guidance, Jack is joined by two phenoms of macro analysis: Juliette Declercq of JDI Research and Darius Dale of 42Macr...

The Bear Market Is Here, What Next? | Joseph Wang & Alfonso Peccatiello

13 Jun 2022

Contributed by Lukas

With stocks, crypto, bonds, gold, and commodities tanking, Jack calls an emergency podcast and asks trusted Forward Guidance regulars, Joseph Wang and...

Liquidity Has Fallen Off A Cliff | Joseph Wang & Michael Howell

13 Jun 2022

Contributed by Lukas

In this episode of Forward Guidance, fan favourites Michael Howell and Joseph Wang pair up to discuss the overarching theme of liquidity and the Fed. ...

The Fed Is Burning Money | Harley Bassman

09 Jun 2022

Contributed by Lukas

Today Jack is joined by none other than the Convexity Maven himself, Harley Bassman, who shares why he is “wildly” bullish on mortgage-backed secu...

Inflation Is Popping The Biggest Asset Bubble Of All Time | Michael Kao

06 Jun 2022

Contributed by Lukas

Today Jack welcomes Michael Kao, retired hedged manager and private investor, on Forward Guidance for a wide-ranging conversation on liquidity, energy...

Fed Hawkishness Is A “Charade” - If Powell Doesn’t Pivot, Prepare For A Depression | Larry McDonald

02 Jun 2022

Contributed by Lukas

Larry McDonald, founder of The Bear Traps Report and author of “A Colossal Failure Of Common Sense,” thinks that those who take the Federal Reserv...

Energy Stocks Remain Undervalued, Says World’s Best Performing Hedge Fund Manager | Josh Young

30 May 2022

Contributed by Lukas

Josh Young is the founder and chief investment officer of Bison Interests, an energy investment fund whose returns since October 2020 are ranked #1 in...

Europe and China: Already In Recession | Paul Hodges

26 May 2022

Contributed by Lukas

Paul Hodges returns in a deep discussion on inflation, China, and the Federal Reserve. Paul joins Jack Farley to discuss recession and recession risk ...

Central Banks Are Scrambling To Contain An Inflationary Wage Price Spiral | Nick Glinsman & Joseph Wang

25 May 2022

Contributed by Lukas

Nick Glinsman, macro hedge fund manager and author at Intelligence Quarterly, joins Joseph Wang (“Fed Guy) and Jack Farley to explore whether the Fe...

The Fed's $3 Trillion Problem | Maroon Macro & Joseph Wang

24 May 2022

Contributed by Lukas

Joseph Wang & Maroon Macro join me for a deep dive into the monetary mechanics driving the Fed's $3 Trillion problem. As t bill issuance dries up, rev...

Can Gold Withstand the Liquidity Drain? | Sean Fielder

19 May 2022

Contributed by Lukas

Sean Fielder, chief investment officer at Equinox Partners, joins Jack Farley to discuss his views on gold, mining, inflation, the and Federal Reserv...

Why Fed Chair Powell is NOT Coming To Rescue Stocks | Alfonso Peccatiello

16 May 2022

Contributed by Lukas

On today's episode of "Forward Guidance," Jack Farley is joined by Alfonso Peccatiello, author of The Macro Compass newsletter and host of The Macro T...

The “Everything Risk” Is Here | Ed Harrison

12 May 2022

Contributed by Lukas

Ed Harrison, senior editor at Bloomberg and author of The Everything Risk, joins Jack Farley to share his outlook on inflation, the Federal Reserve’...

It’s “Game Over” For The Everything Bubble, Says George Noble, Peter Lynch’s Protégé

09 May 2022

Contributed by Lukas

George Noble has seen many bubbles in his storied career: the 2008 Great Financial Crisis, the Dotcom Bubble of 2000, and the Japanese mega-bubble whi...

The Food & Energy Crisis Has Only Just Begun | Doomberg

05 May 2022

Contributed by Lukas

On today’s episode of “Forward Guidance,” Jack Farley is joined by the mysterious green chicken known only as “Doomberg,” a research publica...

Fed Chair Powell Says Goodbye To Era Of Easy Money | Jim Bianco & Joseph Wang

05 May 2022

Contributed by Lukas

Follow Jim Bianco https://twitter.com/biancoresearch Follow Joseph Wang https://twitter.com/FedGuy12 Follow Jack Farley https://twitter.com/JackFarley...