Forward Guidance

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Forward Guidance

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The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle... more

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Episodes

Fed Is Easing Into Major Regime Shift | Darius Dale

This week we discuss the Federal Reserve’s upcoming interest rate decision, the path to the neutral rate, and why the... more

17 Sep 2024 · 52 minutes

Richard Koo: China’s “Balance Sheet Recession” Has Already Started | (Jack’s Final Episode)

Important news: this will be Jack’s last episode as the host of Forward Guidance. He is transitioning to host a... more

13 Sep 2024 · 1 hour, 7 minutes

CDO Whisperer Brett Jefferson on Securitization Markets and TruPS CDO Relics

This interview with Brett Jefferson discusses trust preferred CDOs, why they can provide such great opportunities, and how Brett’s fund... more

12 Sep 2024 · 1 hour, 28 minutes

Structured Credit Maven Laila Kollmorgen on CLO’s Rally and Opportunity To Differentiate As Fundamentals Soften and Prices Climb | VanEck Fireside Chat #6

Laila Kollmorgen, Portfolio Manager, CLO Tranche for Pinebridge Investments, joins Jack for a Fireside Chat on Forward Guidance to discuss... more

11 Sep 2024 · 1 hour, 21 minutes

Bitcoin's Path To $3 Million Dollars | Matthew Sigel

This interview with Matthew Sigel explores the bull case for bitcoin, its future as a reserve asset, and the economics... more

10 Sep 2024 · 1 hour, 21 minutes

Gold Stocks Are Undervalued | Imaru Casanova (VanEck Fireside Chat #4)

Imaru Casanova, Portfolio Manager, Gold and Precious Metals at VanEck, joins to share her views on how to value gold... more

06 Sep 2024 · 1 hour, 7 minutes

There Will Be No Recession | Jonny Mathews

This interview with Jonny Mathews explores why he believes we aren’t headed for a recession, how real consumption will likely... more

05 Sep 2024 · 1 hour, 23 minutes

The Labor Market Is Cooling | Talmon Smith & Jack Farley (Driving Back from Camp Kotok)

This interview was recorded on a drive down from Leen’s Lodge in rural Maine, as Talmon and Jack returned from... more

05 Sep 2024 · 2 hours, 4 minutes

India Is The Most Promising Emerging Market | Angus Shillington

This interview with Angus Shillington explores why India is the most promising emerging market, why it has outperformed the S&P... more

29 Aug 2024 · 1 hour, 16 minutes

Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz

This interview with Jim Bianco and Jeremy Schwartz discusses the Federal Reserve’s policy path, whether inflation will actually come down,... more

27 Aug 2024 · 30 minutes

Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession

This interview with Michael Drury explores how China’s problems affect the global economy, its economic advantages, and where it spends... more

26 Aug 2024 · 1 hour, 17 minutes

How the Dollar Will Be Gradually Eroded by Emerging Market Currencies | Eric Fine & Natalia Gurushina (VanEck Fireside Chat)

This interview with Eric Fine & Natalia Gurushina delves into the potential of emerging markets, how they are affected by... more

22 Aug 2024 · 1 hour, 45 minutes

The Strategies & Risks In Quant Trading | Mike Harris

This interview with Mike Harris explores the strategies and challenges of the Quest Hedge Fund, from CTA trend-following and AI... more

19 Aug 2024 · 1 hour, 10 minutes

Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. -- This interview with... more

12 Aug 2024 · 2 hours, 35 minutes

The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trade, and the Exaggerated Rumors of the Dollar’s Demise

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. This interview was... more

08 Aug 2024 · 1 hour, 19 minutes

The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol, and How He’s Trading VIX Spike & Stock Market Crash

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. __ Follow Noel Smith... more

05 Aug 2024 · 44 minutes

Mike Green: Passive Stock Market Edifice Put To The Test As Recession A Near Certainty

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. This interview was... more

02 Aug 2024 · 1 hour, 37 minutes

Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Nick Timiraos... more

01 Aug 2024 · 1 hour, 6 minutes

Why Credit Conditions Have Actually Eased Over Past Year | Oaktree’s Wayne Dahl on High-Yield Bonds, Leveraged Loans, Private Credit, and the Recession Yet To Arrive

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow VanEck on... more

29 Jul 2024 · 1 hour, 9 minutes

Tommy Thornton: Tech Stocks Are In A Bubble

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Tommy Thornton... more

28 Jul 2024 · 1 hour, 22 minutes

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Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election

Forward Guidance

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Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Nick Timiraos on Twitter... more