Forward Guidance

431 Episodes

1. Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024

   Published: 5/1/2024
2. The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund

   Published: 4/30/2024
3. The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman

   Published: 4/25/2024
4. Can The U.S Handle High Interest Rates Past 2024? | Ben Miller

   Published: 4/22/2024
5. Chris Whalen: “Higher For Longer” Interest Rate Regime Is Bad For Banks

   Published: 4/21/2024
6. The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market

   Published: 4/18/2024
7. Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong

   Published: 4/15/2024
8. The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield”

   Published: 4/8/2024
9. Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold

   Published: 4/4/2024
10. The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks

    Published: 4/1/2024
11. Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”

    Published: 3/29/2024
12. Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)

    Published: 3/28/2024
13. Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation

    Published: 3/26/2024
14. Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank)

    Published: 3/18/2024
15. Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock

    Published: 3/14/2024
16. Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle

    Published: 3/12/2024
17. 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
18. The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed

    Published: 3/7/2024
19. 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
20. Remi Tetot on AI, Crypto, and Uranium

    Published: 3/3/2024