Podcast Episodes
Back to SearchWhat 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 the upcoming labor data, and the impact …
1 year, 9 months ago
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 the impact of forward guidance. The…
1 year, 9 months ago
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 markets. We also delv…
1 year, 9 months ago
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, and if we can see a second wave of …
1 year, 9 months ago
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 into global liquidity & …
1 year, 9 months ago
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 about the economy, and wher…
1 year, 9 months ago
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. We also delve int…
1 year, 9 months ago
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 Fed should front-load its rate …
1 year, 10 months ago
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 new podcast called Monetary Matters: …
1 year, 10 months ago
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 capitalizes o…
1 year, 10 months ago