Forward Guidance

431 Episodes

1. Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession

   Published: 8/26/2024
2. How the Dollar Will Be Gradually Eroded by Emerging Market Currencies | Eric Fine & Natalia Gurushina (VanEck Fireside Chat)

   Published: 8/22/2024
3. The Strategies & Risks In Quant Trading | Mike Harris

   Published: 8/19/2024
4. Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market

   Published: 8/12/2024
5. The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trade, and the Exaggerated Rumors of the Dollar’s Demise

   Published: 8/8/2024
6. The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol, and How He’s Trading VIX Spike & Stock Market Crash

   Published: 8/5/2024
7. Mike Green: Passive Stock Market Edifice Put To The Test As Recession A Near Certainty

   Published: 8/2/2024
8. Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election

   Published: 8/1/2024
9. Why Credit Conditions Have Actually Eased Over Past Year | Oaktree’s Wayne Dahl on High-Yield Bonds, Leveraged Loans, Private Credit, and the Recession Yet To Arrive

   Published: 7/29/2024
10. Tommy Thornton: Tech Stocks Are In A Bubble

    Published: 7/28/2024
11. How U.S. Treasury Is Fighting The Fed | Nouriel Roubini & Stephen Miran on Treasury’s $800 Billion of “Stealth QE” via “Activist Treasury Issuance” (ATI)

    Published: 7/23/2024
12. Banks Are Cleaning House Of Their Bad Assets | Chris Whalen

    Published: 7/22/2024
13. China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle

    Published: 7/18/2024
14. Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle

    Published: 7/15/2024
15. Airline Revenues Are Soaring. Their Profits Are Not | Planes And Trains Expert Jay Shabat on Depressed Railroad Volumes And Global Air Traffic

    Published: 7/11/2024
16. Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg

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

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

    Published: 6/27/2024
19. 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
20. The Next Big Thing In Capital Markets | David Goone

    Published: 6/24/2024