Forward Guidance

505 Episodes

1. Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong

   Published: 15/04/2024
2. The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield”

   Published: 08/04/2024
3. Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold

   Published: 04/04/2024
4. The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks

   Published: 01/04/2024
5. Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”

   Published: 29/03/2024
6. Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)

   Published: 28/03/2024
7. Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation

   Published: 26/03/2024
8. Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank)

   Published: 18/03/2024
9. Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock

   Published: 14/03/2024
10. Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle

    Published: 12/03/2024
11. 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: 08/03/2024
12. The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed

    Published: 07/03/2024
13. Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929

    Published: 04/03/2024
14. Remi Tetot on AI, Crypto, and Uranium

    Published: 03/03/2024
15. Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing

    Published: 29/02/2024
16. Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness

    Published: 27/02/2024
17. Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China

    Published: 26/02/2024
18. Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank

    Published: 23/02/2024
19. Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility

    Published: 22/02/2024
20. Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts

    Published: 21/02/2024