Forward Guidance
Episodes
A Little Bitcoin Goes a Long Way | James Butterfill
07 Dec 2021
Contributed by Lukas
The emergence of crypto funds and exchange traded products (ETPs) has changed the game - but just how much capital is flowing into crypto via these ch...
The Unintended Consequences of Central Banks' Easy Money | William White
03 Dec 2021
Contributed by Lukas
Listeners of the Forward Guidance podcast are in for a real treat today. Jack interviews noted economist and former central banker Dr. William White, ...
Investment Strategies to PROFIT From Inflation (Not Just Hedge) | James Davolos
30 Nov 2021
Contributed by Lukas
With inflation running hot around the globe, many investors are looking to hedge against inflation. But is that the right goal? On today's episode of...
The Dollar Rises With Crypto And Gold - What Gives? | Michael Nicoletos at DAS: London
26 Nov 2021
Contributed by Lukas
When Jack Farley ran into macro investor Michael Nicoletos at the Blockworks Digital Asset Summit in London, he knew the two had to film an interview....
The Psychological Toll of Inflation | Vincent Deluard
23 Nov 2021
Contributed by Lukas
We're heading for an inflationary decade that will change society as we know it. That's according to Vincent Deluard, director of global macro researc...
How To Spot Overvalued Companies | Tobias Carlisle
19 Nov 2021
Contributed by Lukas
Tobias Carlisle, Portfolio Manager at Acquirers’ Funds, joins Jack Farley on this sixth episode of Forward Guidance to explain why he believes quali...
Is Inflation Overhyped? | Eric Basmajian
12 Nov 2021
Contributed by Lukas
Is the 40-year era of falling bond yields and low inflation coming to an end? That is the question investors have been asking themselves for months, a...
Deconstructing Macro Narratives About Inflation, Bonds, and Bitcoin | Huw Roberts, Quant Insight
05 Nov 2021
Contributed by Lukas
The world of macro investing is full of narratives: that a rising dollar threatens emerging market stocks and commodity prices; that rising bond yield...
Hunting for Hidden Financial Risks | Stephen Clapham
02 Nov 2021
Contributed by Lukas
Do balance sheets matter? Do cash flows matter? In a world where asset prices are driven by liquidity rather than fundamentals, the answer can seem to...
The Global Energy Crisis, Explained | Warren Pies
29 Oct 2021
Contributed by Lukas
The world faces an energy crisis that threatens to stop the economic recovery in its tracks. On today’s episode of Forward Guidance, Warren Pies, ...
The Unwinding of the Long Term Debt Cycle | Lyn Alden
27 Oct 2021
Contributed by Lukas
“Forward Guidance” is a show dedicated to uncovering the heart of this conundrum. Twice a week, Jack Farley will be speaking directly with fund ma...