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
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
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