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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 Keith Dicker... more

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 Alf on... more

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 Andy Constan... more

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 Vincent Deluard... more

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

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

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

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

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 Chris Whalen... more

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. __ Michael Howell of... more

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. __ Mark Dow has... more

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. __ Jonathan Treussard of... more

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. __ Rupert Mitchell of... more

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

__ 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

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

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

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

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

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

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

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

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

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

Today’s interview is sponsored by Public. You can go to Public.com, purchase Treasury bills in seconds, and you may be... more

On today's episode, Former Fed trader, CIO at Monetary Macro & Author Joseph Wang joins the show to discuss his... more

Hari Krishnan, head of volatility strategies as SCT Capital Management, returns to Forward Guidance to share his many findings from... more

Andrei Stetsenko, partner at Farley Capital, joins Forward Guidance to share insights from his experience investing in India. Stetsenko, who... more

Carson Block, activist short seller and founder of Muddy Waters Research and Muddy Waters Capital, returns to Forward Guidance to... more

Jared Dillian, founder of The Daily Dirtnap and author of “No Worries: How To Live A Stress-Free Financial Life,” returns... more

Carolyn Sissoko, senior lecturer at University of the West of England, joins Forward Guidance alongside Joseph Wang, CIO of Monetary... more

Daniel Neilson, professor of economics at Bard College at Simon’s Rock and author of “Soon Parted,” returns to Forward Guidance... more

Thomas Majewski, founder of Eagle Point Credit, joins Forward Guidance to share his insights from the somewhat opaque world of... more

Kathy Jones, Chief Fixed Income Strategist at Schwab, joins Forward Guidance to share her outlook on interest rates, credit spreads,... more

This week, Michael Ericson President of the Chicago Federal Home Loan Bank & Dan Siciliano Chair of the Council of... more

Felix Zulauf, renowned macro investor and CEO of Zulauf Consulting, returns to Forward Guidance to apply his framework for understanding... more

Dr. Barry Eichengreen, George C. Pardee and Helen N. Pardee Professor of Economics and Political Science at University of California,... more

Anthony Dilweg, veteran real estate investor and Founder & CEO and of Dilweg, joins Forward Guidance to share shocking information... more

Use code FG20 to get 20% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london Follow Marko Papic on Twitter https://twitter.com/Geo_papic Follow Jack... more

Jens Nordvig, founder of Exante Data and Marketreader Inc., returns to Forward Guidance to provide a quantitative update on currency... more

Nicholas Glinsman, veteran macro investor and co-founder at Malmgren-Glinsman Partners, returns to Forward Guidance to update his views on fixed-income... more

Jason Shapiro, veteran trader and founder of Crowded Market Report, returns to Forward Guidance to discuss his philosophy for trading... more

George Robertson joins Forward Guidance to argue that the exceptionally large fiscal stimulus will mean that the economic boom has... more

Jonny Matthews, founder of Super Macro and former portfolio manager at Brevan Howard and managing director at Citi & Saloman... more

In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill... more

On Todays episode, Ben Santonelli Portfolio Manager at Polen Capital joins the show for a discussion on the state of... more

MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you... more

Michael Kao, former hedge fund manager and private investor, returns to Forward Guidance alongside Blockworks co-founder Michael Ippolito to break... more

Warren Pies of 3Fourteen Research returns to Forward Guidance to share his views on oil, bond supply, the housing market,... more

What you’re about to listen to is a conversation with Jeremy Siegel, distinguished professor of economics at Wharton, Jeremy Schwartz,... more

Jack welcomes Casey Wagner, Blockworks' senior policy correspondent, to recap the wild day of the trial of Sam Bankman-Fried (SBF)... more

On todays episode, Craig Manchuck Vice President & Portfolio Manager at Osterweis joins the show for a discussion on the... more

On todays episode, Aidan Garrib Global Macro Strategy & Research at PGM Global joins the show for a deep dive... more

Today’s interview is a very special one. Dr. Claudio Borio, renowned economist and Head of the Monetary and Economic Department... more