Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.Follow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitt

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

7 days ago 1h 1m

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.Follow Renaissance Macro on Twitter https://x.com/RenMacLLC?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eaut

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

9 days ago 1h 28m

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.Follow Jonah van Bourg on Twitter https://x.com/jvb_xyzFollow 1000x podcast on Twitter https://x.com/1000xPodF

The Next Big Thing In Capital Markets | David Goone

10 days ago 1h 8m

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.--This week, David Goone CEO of tZERO joins the show for a discussion on the next big trend he is seeing within

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

14 days ago 1h 30m

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 Midas on Twitter https://x.com/midasrwaFabrice Grinda’s website: http

Citrini on 2024 Election Portfolio Construction And AI “Mania”

15 days ago 1h 46m

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.Follow Citrini on Twitter https://x.com/Citrini7Follow Citrini on Substack https://www.citriniresearch.com/Ci

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

17 days ago 1h 37m

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

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

21 days ago 1h 19m

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.Follow Barry Knapp on Twitter https://x.com/barryknapp?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5EauthorFo

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

21 days ago 1h 8m

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.Follow Jim Bianco on Twitter @biancoresearchFollow VanEck on Twitter https://twitter.com/vaneck_usFollow Jack

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

24 days ago 1h 25m

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 at the Yale Program on Financial Stability: https://som.yale.edu/faculty-research/faculty

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

28 days ago 1h 32m

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 on Twitter https://x.com/PPGMacroFollow VanEck on Twitter https://twitter.com/vanec

The Modular Integration Spectrum | Keone & Zon

29 days ago 1h 3m

In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explor

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

30 days ago 1h

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

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

Jun 1st, 2024 46m 21s

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--This week Jack Farley joins us to discuss the biggest stori

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

May 31st, 2024 1h 16m

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

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

May 30th, 2024 1h 15m

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: https://www.simonandschuster.com/books/Bringing-Adam-Smith-into-the-American-Home/Jack-Ryan/97

In This Economy? | Kyla Scanlon

May 30th, 2024 46m 26s

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, “In This Economy?” https://www.penguinrandomhouse.com/books/737854/in-this-economy-by-kyla-

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

May 23rd, 2024 1h 53m

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.__Views expressed by James Fishback in this interview are solely his own and do not necessarily reflect the vie

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

May 20th, 2024 1h 35m

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.__Follow Mel Mattison on Twitter https://x.com/MelMattison1Mel Mattison’s book https://www.melmattison.com/quo

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

May 16th, 2024 1h 19m

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 on Twitter https://twitter.co

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

May 14th, 2024 1h 10m

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

May 9th, 2024 1h 2m

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

May 6th, 2024 56m 36s

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

May 2nd, 2024 1h 25m

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

May 1st, 2024 1h 12m

For access to 20% discount to annual subscription of Danielle DiMartino Booth’s “Daily Feather”: https://dimartinobooth.substack.com/forwardOr use code “FORWARD” at checkout. Deal expires on May 23, 2024. 20% discount applies to first year sub