Forward Guidance

496 Episodes

1. Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg

   Published: 7/8/2024
2. BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans

   Published: 7/2/2024
3. “Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later

   Published: 6/27/2024
4. Oil & Crypto Trader Jonah van Bourg: Altcoins Going to Zero, Bitcoin Bull Move Is Just Getting Started, and Oil Vol Is Overpriced

   Published: 6/25/2024
5. The Next Big Thing In Capital Markets | David Goone

   Published: 6/24/2024
6. Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins

   Published: 6/20/2024
7. Citrini on 2024 Election Portfolio Construction And AI “Mania”

   Published: 6/18/2024
8. Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest Rate Hikes | Eric Pachman’s Data-Visualizations On Why Inflation & Hiring Are Sticky

   Published: 6/17/2024
9. Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market

   Published: 6/13/2024
10. “Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy

    Published: 6/12/2024
11. Secrets of the Federal Reserve’s Unconventional Monetary Policy | William English, former Director of Division of Monetary Affairs for the Fed Board of Governors, on Quantitative Easing (QE) and Forwa

    Published: 6/10/2024
12. Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)

    Published: 6/6/2024
13. The Modular Integration Spectrum | Keone & Zon

    Published: 6/5/2024
14. Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered

    Published: 6/4/2024
15. The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup

    Published: 6/1/2024
16. Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)

    Published: 5/31/2024
17. Jack Ryan on The Housing Cartel That's Stifling The American Economy

    Published: 5/30/2024
18. In This Economy? | Kyla Scanlon

    Published: 5/30/2024
19. James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World

    Published: 5/23/2024
20. Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes

    Published: 5/20/2024