Forward Guidance

431 Episodes

1. Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing

   Published: 2/29/2024
2. Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness

   Published: 2/27/2024
3. Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China

   Published: 2/26/2024
4. Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank

   Published: 2/23/2024
5. Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility

   Published: 2/22/2024
6. Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts

   Published: 2/21/2024
7. Secrets of Small Cap Value Investing | Kyle Mowery

   Published: 2/19/2024
8. The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba

   Published: 2/16/2024
9. Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)

   Published: 2/13/2024
10. Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank

    Published: 2/13/2024
11. China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever

    Published: 2/9/2024
12. Citrini: The Next Phase of The Stock Market's AI-Obsession

    Published: 2/7/2024
13. Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities

    Published: 2/5/2024
14. Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley

    Published: 2/1/2024
15. U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey

    Published: 1/29/2024
16. Chris Whalen: Commercial Real Estate "Trainwreck” Will Hit Banking System, Consumer Credit Is Normalizing, and Interest Rate Cuts Won’t Do Much To Help Banks

    Published: 1/26/2024
17. David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba

    Published: 1/25/2024
18. Neil Dutta: Why There Was No Recession In 2023

    Published: 1/22/2024
19. Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy

    Published: 1/18/2024
20. Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor

    Published: 1/16/2024