Forward Guidance

431 Episodes

1. Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins

   Published: 6/20/2024
2. Citrini on 2024 Election Portfolio Construction And AI “Mania”

   Published: 6/18/2024
3. Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest Rate Hikes | Eric Pachman’s Data-Visualizations On Why Inflation & Hiring Are Sticky

   Published: 6/17/2024
4. Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market

   Published: 6/13/2024
5. “Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy

   Published: 6/12/2024
6. Secrets of the Federal Reserve’s Unconventional Monetary Policy | William English, former Director of Division of Monetary Affairs for the Fed Board of Governors, on Quantitative Easing (QE) and Forwa

   Published: 6/10/2024
7. Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)

   Published: 6/6/2024
8. The Modular Integration Spectrum | Keone & Zon

   Published: 6/5/2024
9. Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered

   Published: 6/4/2024
10. The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup

    Published: 6/1/2024
11. Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)

    Published: 5/31/2024
12. Jack Ryan on The Housing Cartel That's Stifling The American Economy

    Published: 5/30/2024
13. In This Economy? | Kyla Scanlon

    Published: 5/30/2024
14. James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World

    Published: 5/23/2024
15. Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes

    Published: 5/20/2024
16. Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors

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

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

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

    Published: 5/6/2024
20. 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