Forward Guidance

469 Episodes

1. The Market Is OVERREACTING to Policy Uncertainty | Jeff deGraaf

   Published: 3/5/2025
2. The Market Leads The Economy—And It’s Heading Down | Weekly Roundup

   Published: 2/28/2025
3. The Fed's Balance Sheet Plans Are Kryptonite For Risk Assets | Andy Constan

   Published: 2/26/2025
4. Unpacking The Fed & Treasury’s Master Plan | Weekly Roundup

   Published: 2/21/2025
5. Volatility Hedge Fund Manager Unpacks Derivatives Misconceptions | Benn Eifert

   Published: 2/20/2025
6. Is Trump Actually Good For Markets? | Weekly Roundup

   Published: 2/14/2025
7. The Credit Cycle Is Just Getting Started | Andreas Steno Larsen

   Published: 2/12/2025
8. Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup

   Published: 2/7/2025
9. The U.S. Job Market Is On The Brink | Danielle DiMartino Booth

   Published: 2/5/2025
10. Trading Crypto's Weekend Meltdown | 1000x

    Published: 2/4/2025
11. Positioning For Trump's Policy Flip Flops | Weekly Roundup

    Published: 1/31/2025
12. What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell

    Published: 1/29/2025
13. Trump Vs The Fed: The Battle Over Rates, Growth, & Inflation | Weekly Roundup

    Published: 1/24/2025
14. Why FX Volatility Will Dominate Markets In 2025 | Brent Donnelly

    Published: 1/22/2025
15. CPI, Yields, & The Growth Debate | Weekly Roundup

    Published: 1/17/2025
16. What A Growth Scare Means For The Fed & Markets | Warren Pies

    Published: 1/15/2025
17. Global Yields Nearing A Breaking Point | Weekly Roundup

    Published: 1/10/2025
18. FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann

    Published: 1/8/2025
19. Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews

    Published: 1/8/2025
20. How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP

    Published: 12/28/2024