Forward Guidance

431 Episodes

1. Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported

   Published: 1/16/2024
2. Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High

   Published: 1/14/2024
3. Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening

   Published: 1/13/2024
4. Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing?

   Published: 1/11/2024
5. Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation

   Published: 1/8/2024
6. Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades

   Published: 1/5/2024
7. Dispatches From India | Andrei Stetsenko, Partner at Farley Capital

   Published: 1/4/2024
8. Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust

   Published: 1/2/2024
9. The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian

   Published: 12/30/2023
10. Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans

    Published: 12/25/2023
11. Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par

    Published: 12/21/2023
12. Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades

    Published: 12/19/2023
13. Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans

    Published: 12/12/2023
14. The Banking System Is Healing | Dan Siciliano & Michael Ericson

    Published: 12/11/2023
15. Felix Zulauf: The End Of The Liquidity Cycle Approaches

    Published: 12/7/2023
16. Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies

    Published: 12/4/2023
17. Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg

    Published: 12/1/2023
18. Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact

    Published: 11/29/2023
19. Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued

    Published: 11/24/2023
20. The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman

    Published: 11/21/2023