Forward Guidance

505 Episodes

1. Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)

   Published: 01/11/2023
2. “We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk

   Published: 30/10/2023
3. Does Historic Cheapness Of Agency Mortgage-Backed Securities (MBS) Indicate Funding Stress? Dave Goodson, Professor Jeremy Siegel, Jeremy Schwartz, and Jack Farley

   Published: 29/10/2023
4. Sam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of The Century

   Published: 27/10/2023
5. Duration Remains Unattractive, Says Veteran High Yield Bond Investor

   Published: 26/10/2023
6. A Deep Dive On China's Financial System | Aidan Garrib

   Published: 23/10/2023
7. Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and the Boundaries Of Debt-Fueled Economic Growth

   Published: 20/10/2023
8. John Toohig & Nate Stovall: Bank Loan Market Is “Very Frozen”

   Published: 18/10/2023
9. Chris Whalen: Banking System On “Knife’s Edge” As Fed “May Destroy The World”

   Published: 17/10/2023
10. The Future Of Financial Repression | Helen Thompson on Energy, Capital Controls, and the Federal Reserve

    Published: 16/10/2023
11. Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024

    Published: 12/10/2023
12. Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes

    Published: 09/10/2023
13. Lyn Alden: The Monetary Order Is Broken

    Published: 05/10/2023
14. The Great Bond Bear Steepening | Alfonso Peccatiello

    Published: 03/10/2023
15. Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent

    Published: 28/09/2023
16. GameStop, Citadel, And The Fleecing Of Small Investors | Spencer Jakab

    Published: 26/09/2023
17. Former CFTC Commissioner Brian Quintenz On Crypto Regulation

    Published: 25/09/2023
18. The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson

    Published: 23/09/2023
19. Danielle DiMartino Booth: Jay Powell Just “Went Way Off Script” At September Fed Meeting

    Published: 20/09/2023
20. SEC Commissioner Hester Peirce on Regulation In Crypto, SPACs, and Money Market Funds

    Published: 20/09/2023