Forward Guidance

431 Episodes

1. Government Debt Crisis Has Hit U.S. Banks | Bill Isaac, Former FDIC Chair

   Published: 8/22/2023
2. The Banking System's Guardian Angel You've Never Heard Of | Michael Ericson & Dan Siciliano on Federal Home Loan Banks

   Published: 8/18/2023
3. Ivy Zelman: Housing Market Downturn Isn't Over

   Published: 8/15/2023
4. Fitch's U.S Debt Downgrade Was Justified | Danielle DiMartino Booth

   Published: 8/13/2023
5. Rate Cuts May Not End Fed's Quantitative Tightening | Former Atlanta Fed President Dennis Lockhart

   Published: 8/12/2023
6. Inside Camp Kotok | David Kotok on “Disastrous and Debilitating” Effect Of Debt Ceiling on Bond Markets

   Published: 8/11/2023
7. Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller

   Published: 8/11/2023
8. The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)

   Published: 8/10/2023
9. The Sovereign Debt Spiral | James Lavish

   Published: 8/1/2023
10. The Great Liquidity Debate | Michael Howell & Andy Constan

    Published: 7/27/2023
11. Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting

    Published: 7/26/2023
12. Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply

    Published: 7/24/2023
13. It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley

    Published: 7/22/2023
14. Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map”

    Published: 7/21/2023
15. OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil

    Published: 7/18/2023
16. The Recession Paradox | Alfonso Peccatiello

    Published: 7/16/2023
17. The Laws Of Quantitative Investing | Michael Robbins

    Published: 7/13/2023
18. The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly

    Published: 7/11/2023
19. Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System

    Published: 7/10/2023
20. Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains

    Published: 7/9/2023