Forward Guidance

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Forward Guidance

Blockworks

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

Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup

This week we discuss whether the Fed made the right decision, the post-FOMC volatility spike, and the China risk to... more

21 Dec 2024 · 1 hour, 10 minutes

This Is Peak Hawkishness From The Fed | Joseph Wang

In this episode, Joseph Wang joins the show to discuss the latest Fed decision, its December economic projections, and what... more

18 Dec 2024 · 52 minutes

How Long Can The Goldilocks Market Last? | Weekly Roundup

This week we discuss the small cap trade, the upcoming Fed decision, and whether inflation risks are overblown. We also... more

14 Dec 2024 · 1 hour, 3 minutes

Rethinking Rate Cuts: Are We Fueling Inflation Or Controlling It? | Warren Mosler

In this episode, Warren Mosler joins the show to discuss the counterintuitive impact of that Federal Funds rate, the impact... more

12 Dec 2024 · 1 hour, 7 minutes

The Post-Payrolls Debate: Growth, Inflation, And Rate Cuts | Weekly Roundup

This week we discuss the November jobs report, the Fed’s cutting path, and the goldilocks scenario for 2025. We also... more

07 Dec 2024 · 1 hour, 10 minutes

Is The U.S. Entering A Golden Age Of Capitalism? | Dan Tapiero

In this episode, Dan Tapiero joins the show to discuss why he’s unbelievably bullish on the macro, his introduction to... more

04 Dec 2024 · 44 minutes

Why The Fed Rate Cuts Were A Mistake | Michael Kao

In this episode, Michael Kao joins the show to discuss why the Fed rate cuts were a mistake, the impact... more

25 Nov 2024 · 53 minutes

Mastering Risk Management In A Rotational Market | Weekly Roundup

This week we discuss how to think about managing risk, whether inflation fears are overpriced, and embracing the market rotation.... more

23 Nov 2024 · 1 hour,

Exercising Caution Amid Market Euphoria | Weekly Roundup

This week we discuss the Fed’s cutting path, Powell’s speech, and managing crypto market euphoria. We also delve into whether... more

16 Nov 2024 · 57 minutes

Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran

In this episode, Stephen Miran joins the show to discuss Trump’s potential economic policies, the current economic imbalances in global... more

13 Nov 2024 · 1 hour, 8 minutes

The Stock Market Melt Up Is About To Accelerate | George Robertson

In this episode, George Robertson joins the show to discuss why he thinks there is no monetary policy, the changing... more

12 Nov 2024 · 1 hour, 8 minutes

Positioning For The New Post-Election Market Regime | Weekly Roundup

This week we discuss the impact of the election, the Fed’s interest rate decision, and the post-election trading themes. We... more

09 Nov 2024 · 56 minutes

Biggest Takeaways From The Fed Interest Rate Decision | Bob Elliot

In this episode, Bob Elliot joins the show to discuss the Fed’s latest interest rate decision, the ongoing "over easy"... more

08 Nov 2024 · 53 minutes

Unpacking The Election’s Impact On Markets | Cem Karsan

In this episode, Cem Karsan joins the show to discuss the election’s impact on markets, the new era of populism,... more

06 Nov 2024 · 57 minutes

Why The Macro Is Still Bullish Liquidity | Weekly Roundup

This week we discuss the latest NFP report, the Treasury's Quarterly Refunding Announcement, and whether the Trump trade is unwinding.... more

02 Nov 2024 · 55 minutes

Where Are We In The Bull Market? | Jurrien Timmer

In this episode, Jurrien Timmer joins the show to discuss where we are in the current bull market, the push... more

29 Oct 2024 · 57 minutes

Is It Too Late To Buy Election Hedges? | Weekly Roundup

This week we discuss the short bond trade, volatility and excessive hedging, and the election probabilities. We also delve into... more

26 Oct 2024 · 1 hour, 2 minutes

Breaking Down The Current Business Cycle | Eric Basmajian

In this episode, Eric Basmajian joins the show to break down the business cycle, how the cyclical economy impacts the... more

22 Oct 2024 · 1 hour, 3 minutes

Debating The Election’s Impact On Markets | Weekly Roundup

This week we discuss election trades and Trump’s impact on markets, the number of Fed rate cuts currently priced in,... more

19 Oct 2024 · 55 minutes

The Bull Market Is Broadening | Tony Greer

In this episode, Tony Greer joins the show to discuss his perspective on equities, the subsectors he’s trading, and his... more

16 Oct 2024 · 44 minutes

What is Macro Telling Us? | Weekly Roundup

This week we sat down at Permissionless to discuss the latest CPI and labor market data, the likely noise in... more

12 Oct 2024 · 40 minutes

LIVE From Permissionless | Forward Guidance & 1000x Collab Stream

In this episode, Jonah and Avi join Felix to discuss the current macro regime, Bitcoin and the crypto market, and... more

09 Oct 2024 · 54 minutes

Stellar Jobs Report Sends Recession Odds Spiraling | Weekly Roundup

This week we discuss the latest bullish jobs report, the impact of globally-coordinated easing, and the Middle East's impact on... more

05 Oct 2024 · 56 minutes

Where The Next Big Bond Trade Is Hiding | Harley Bassman

In this episode, Harley Bassman joins the show to discuss what the bond market is pricing, the Fed’s master plan,... more

02 Oct 2024 · 49 minutes

China's Liquidity Impulse, A Turning Point For Markets | Weekly Roundup

This week we discuss China’s economic stimulus, the resilience of the labor market, and the GDP/GDI revisions. We also delve... more

27 Sep 2024 · 46 minutes

Slowing But Growing: Why The U.S. Isn’t Headed For Recession | Prometheus Research

In this episode, Prometheus Research joins the show to discuss his macro framework, what the subcomponents of GDP tell us... more

24 Sep 2024 · 57 minutes

What The Latest Fed Decision Means For Markets | Weekly Roundup

This week we discuss the Fed decision & economic projections, the bullish market signals, and the reasoning behind recession calls.... more

24 Sep 2024 · 1 hour, 3 minutes

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

How U.S. Treasury Is Fighting The Fed | Nouriel Roubini & Stephen Miran on Treasury’s $800 Billion of “Stealth QE” via “Activist Treasury Issuance” (ATI)

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

23 Jul 2024 · 1 hour, 16 minutes

Banks Are Cleaning House Of Their Bad Assets | Chris Whalen

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

22 Jul 2024 · 1 hour, 11 minutes

China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle

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

18 Jul 2024 · 1 hour, 31 minutes

Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle

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

15 Jul 2024 · 1 hour, 25 minutes

Airline Revenues Are Soaring. Their Profits Are Not | Planes And Trains Expert Jay Shabat on Depressed Railroad Volumes And Global Air Traffic

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

11 Jul 2024 · 1 hour, 30 minutes

Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg

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

08 Jul 2024 · 1 hour, 23 minutes

BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans

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

02 Jul 2024 · 1 hour, 18 minutes

“Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later

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

27 Jun 2024 · 1 hour, 1 minute

Oil & Crypto Trader Jonah van Bourg: Altcoins Going to Zero, Bitcoin Bull Move Is Just Getting Started, and Oil Vol Is Overpriced

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

25 Jun 2024 · 1 hour, 28 minutes

The Next Big Thing In Capital Markets | David Goone

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

24 Jun 2024 · 1 hour, 8 minutes

Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins

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

20 Jun 2024 · 1 hour, 30 minutes

Citrini on 2024 Election Portfolio Construction And AI “Mania”

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

18 Jun 2024 · 1 hour, 46 minutes

Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest Rate Hikes | Eric Pachman’s Data-Visualizations On Why Inflation & Hiring Are Sticky

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

17 Jun 2024 · 1 hour, 37 minutes

Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market

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

13 Jun 2024 · 1 hour, 19 minutes

“Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy

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

12 Jun 2024 · 1 hour, 8 minutes

Secrets of the Federal Reserve’s Unconventional Monetary Policy | William English, former Director of Division of Monetary Affairs for the Fed Board of Governors, on Quantitative Easing (QE) and Forward Guidance

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. William English’s work... more

10 Jun 2024 · 1 hour, 25 minutes

Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)

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

06 Jun 2024 · 1 hour, 32 minutes

The Modular Integration Spectrum | Keone & Zon

In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs.... more

05 Jun 2024 · 1 hour, 3 minutes

Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered

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

04 Jun 2024 · 1 hour,

The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week... more

01 Jun 2024 · 46 minutes

Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)

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

31 May 2024 · 1 hour, 16 minutes

Jack Ryan on The Housing Cartel That's Stifling The American Economy

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Jack Ryan’s book:... more

30 May 2024 · 1 hour, 15 minutes

In This Economy? | Kyla Scanlon

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Kyla Scanlon’s Book,... more

30 May 2024 · 46 minutes

James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World

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

23 May 2024 · 1 hour, 53 minutes

Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes

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

20 May 2024 · 1 hour, 35 minutes

Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Follow Nick Givanovic... more

16 May 2024 · 1 hour, 19 minutes

Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker

14 May 2024 · 1 hour, 10 minutes

Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case

09 May 2024 · 1 hour, 2 minutes

Andy Constan: The Bond Market Will Take The Stock Market Down With It

06 May 2024 · 56 minutes

Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle

02 May 2024 · 1 hour, 25 minutes

Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024

For access to 20% discount to annual subscription of Danielle DiMartino Booth’s “Daily Feather”: https://dimartinobooth.substack.com/forward Or use code “FORWARD” at checkout.... more

01 May 2024 · 1 hour, 12 minutes

The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund

This is a paid sponsorship on behalf of Van Eck Associates Corporation. Today’s episode of Forward Guidance is a special fireside... more

30 Apr 2024 · 1 hour, 5 minutes

The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman

This week Harris Kupperman returns to the show for a discussion on how he is thinking about markets in 2024.... more

25 Apr 2024 · 51 minutes

Can The U.S Handle High Interest Rates Past 2024? | Ben Miller

This week Ben Miller Fundrise Co-Founder and CEO joins the show. We begin by discussing the U.S public debt problem... more

22 Apr 2024 · 1 hour, 21 minutes

Chris Whalen: “Higher For Longer” Interest Rate Regime Is Bad For Banks

21 Apr 2024 · 42 minutes

The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market

18 Apr 2024 · 1 hour, 34 minutes

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

15 Apr 2024 · 1 hour, 33 minutes

The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield”

08 Apr 2024 · 1 hour, 10 minutes

Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold

04 Apr 2024 · 1 hour, 39 minutes

The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn... more

01 Apr 2024 · 1 hour, 19 minutes

Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn... more

29 Mar 2024 · 1 hour, 6 minutes

Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn... more

28 Mar 2024 · 40 minutes

Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn... more

26 Mar 2024 · 1 hour, 13 minutes

Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank)

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn... more

18 Mar 2024 · 2 hours, 27 minutes

Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn... more

14 Mar 2024 · 1 hour, 4 minutes

Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn... more

12 Mar 2024 · 58 minutes

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

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn... more

08 Mar 2024 · 52 minutes

The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn... more

07 Mar 2024 · 54 minutes

Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929

Milton Berg, renowned market technician known to viewers for his contrarian bullish call in January of 2023, returns to Forward... more

04 Mar 2024 · 1 hour, 42 minutes

Remi Tetot on AI, Crypto, and Uranium

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn... more

03 Mar 2024 · 56 minutes

Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn... more

29 Feb 2024 · 1 hour, 6 minutes

Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness

Adrian Helfert, chief investment officer of Westwood Holdings Group (AUM ~$16B), joins Forward Guidance to share his quantitative approach to... more

27 Feb 2024 · 1 hour, 5 minutes

Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more.VanEck Bitcoin... more

26 Feb 2024 · 1 hour, 26 minutes

Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn... more

23 Feb 2024 · 52 minutes

Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility

Patrick Saner, Head of Macro Strategy at Swiss Re, joins Forward Guidance to share his insights on the global economy,... more

22 Feb 2024 · 48 minutes

Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn... more

21 Feb 2024 · 52 minutes

Secrets of Small Cap Value Investing | Kyle Mowery

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn... more

19 Feb 2024 · 1 hour, 17 minutes

The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn... more

16 Feb 2024 · 1 hour, 12 minutes

Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn... more

13 Feb 2024 · 1 hour, 17 minutes

Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn... more

13 Feb 2024 · 1 hour, 11 minutes

China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn... more

09 Feb 2024 · 1 hour, 24 minutes

Citrini: The Next Phase of The Stock Market's AI-Obsession

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn... more

07 Feb 2024 · 1 hour, 14 minutes

Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn... more

05 Feb 2024 · 1 hour, 24 minutes

Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley

__ Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Jack, Joseph... more

01 Feb 2024 · 1 hour, 3 minutes

U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust... more

29 Jan 2024 · 1 hour, 22 minutes

Chris Whalen: Commercial Real Estate "Trainwreck” Will Hit Banking System, Consumer Credit Is Normalizing, and Interest Rate Cuts Won’t Do Much To Help Banks

Forward Guidance is sponsored by Van Eck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. __ Chris Whalen... more

26 Jan 2024 · 1 hour, 8 minutes

David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba

Forward Guidance is sponsored by Van Eck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. __ David Kotok,... more

25 Jan 2024 · 1 hour, 12 minutes

Neil Dutta: Why There Was No Recession In 2023

Forward Guidance is sponsored by Van Eck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at vaneck.com/MOATFG. __ Throughout much... more

22 Jan 2024 · 50 minutes

Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG,. __ So many market... more

18 Jan 2024 · 56 minutes

Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor

Michaell Howell, CEO of CrossBorder Capital, returns to Forward Guidance to update viewers on his outlook on global liquidity. Howell... more

16 Jan 2024 · 1 hour, 17 minutes

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

Andy Verity, Economics Correspondent for BBC News, joins Forward Guidance to discuss revelations from his new book, “Rigged: The Incredible... more

16 Jan 2024 · 1 hour, 39 minutes

Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High

Kevin Muir, veteran trader and publisher of The Macro Tourist newsletter, returns to Forward Guidance to update viewers with his... more

14 Jan 2024 · 1 hour, 21 minutes

Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening

Paul Hodges of New Normal Consulting and publisher of The pH Report returns to Forward Guidance to update viewers on... more

13 Jan 2024 · 1 hour, 59 minutes

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Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High

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Kevin Muir, veteran trader and publisher of The Macro Tourist newsletter, returns to Forward Guidance to update viewers with his thoughts on... more