Forward Guidance

431 Episodes

1. The Debt Ceiling Approaches | Joseph Wang & Dominique Dwor-Frecaut

   Published: 5/28/2023
2. Long Stocks, Long Dollar, Short Gold | Jason Shapiro

   Published: 5/26/2023
3. Bull Market In Oil Is Over (For Now) | Paul Sankey

   Published: 5/22/2023
4. The Return Of Bank Runs | Sheila Bair, Former FDIC Chair

   Published: 5/19/2023
5. Nicholas Glinsman on Banks, Commercial Real Estate, and China

   Published: 5/18/2023
6. The Fed's Playbook for Fighting Bank Panics, Now vs. The Great Depression | Dr. Jane Knodell

   Published: 5/15/2023
7. Why Bank Money Is “Disappearing” | Patrick Perret-Green

   Published: 5/12/2023
8. Why The U.S. Dollar Could Fall Even In A Recession | Jens Nordvig

   Published: 5/11/2023
9. Michael Pettis: China's Economic Growth Model Is Dying

   Published: 5/8/2023
10. The Fed’s "Controlled Demolition" of The Financial System | Danielle DiMartino Booth

    Published: 5/4/2023
11. Nick Timiraos: The Fed Doesn't Want Bank Failures In The News

    Published: 5/4/2023
12. Fed Downplays Bank Crisis As Another Bank Teeters | Jim Bianco

    Published: 5/3/2023
13. A Wild Ride In The Oil Market | Josh Young

    Published: 5/2/2023
14. The Failure of First Republic Bank | Chris Whalen & Randy Woodward

    Published: 5/1/2023
15. Dr. Perry Mehrling on The Dollar Standard, Globalization of Shadow Banking, and Charles Kindleberger

    Published: 5/1/2023
16. Jared Dillian: Sentiment Is Still Really, Really Bad

    Published: 4/27/2023
17. Nathan Tankus on The "Pozsar Moment" In Shadow Banking

    Published: 4/25/2023
18. Jeff Snider: The Credit Crunch Is Here As Ultra Rare Bond Market Signal Flashes Red For First Time Since 2008

    Published: 4/24/2023
19. An Update On The "March Banking Panic" | Weekly Round Up

    Published: 4/22/2023
20. Brent Johnson on Why The De-Dollarization Narrative Is Overhyped

    Published: 4/21/2023