Forward Guidance

496 Episodes

1. Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors

   Published: 5/16/2024
2. Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker

   Published: 5/14/2024
3. Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case

   Published: 5/9/2024
4. Andy Constan: The Bond Market Will Take The Stock Market Down With It

   Published: 5/6/2024
5. Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle

   Published: 5/2/2024
6. Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024

   Published: 5/1/2024
7. The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund

   Published: 4/30/2024
8. The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman

   Published: 4/25/2024
9. Can The U.S Handle High Interest Rates Past 2024? | Ben Miller

   Published: 4/22/2024
10. Chris Whalen: “Higher For Longer” Interest Rate Regime Is Bad For Banks

    Published: 4/21/2024
11. The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market

    Published: 4/18/2024
12. Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong

    Published: 4/15/2024
13. The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield”

    Published: 4/8/2024
14. Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold

    Published: 4/4/2024
15. The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks

    Published: 4/1/2024
16. Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”

    Published: 3/29/2024
17. Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)

    Published: 3/28/2024
18. Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation

    Published: 3/26/2024
19. Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank)

    Published: 3/18/2024
20. Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock

    Published: 3/14/2024