Forward Guidance

496 Episodes

1. Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle

   Published: 3/12/2024
2. The Fate Of The Fed's Balance Sheet | Lou Crandall & Joseph Wang on Draining of Reverse Repo (RRP) Facility, Timeline of QT Taper, and 2024 Tax Refund Data

   Published: 3/8/2024
3. The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed

   Published: 3/7/2024
4. Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929

   Published: 3/4/2024
5. Remi Tetot on AI, Crypto, and Uranium

   Published: 3/3/2024
6. Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing

   Published: 2/29/2024
7. Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness

   Published: 2/27/2024
8. Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China

   Published: 2/26/2024
9. Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank

   Published: 2/23/2024
10. Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility

    Published: 2/22/2024
11. Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts

    Published: 2/21/2024
12. Secrets of Small Cap Value Investing | Kyle Mowery

    Published: 2/19/2024
13. The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba

    Published: 2/16/2024
14. Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)

    Published: 2/13/2024
15. Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank

    Published: 2/13/2024
16. China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever

    Published: 2/9/2024
17. Citrini: The Next Phase of The Stock Market's AI-Obsession

    Published: 2/7/2024
18. Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities

    Published: 2/5/2024
19. Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley

    Published: 2/1/2024
20. U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey

    Published: 1/29/2024