Podcast Episodes
Back to SearchJames 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.
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2 years, 1 month ago
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.
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2 years, 1 month ago
Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors
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2 years, 2 months ago
Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker
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2 years, 2 months ago
Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case
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2 years, 2 months ago
Andy Constan: The Bond Market Will Take The Stock Market Down With It
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2 years, 2 months ago
Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle
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2 years, 2 months ago
Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024
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2 years, 2 months ago
The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund
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Today’s episode of Forward Guidance is a special fireside chat with Pranav Kan…
2 years, 2 months ago
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. Expecting bonds to continue selling off,…
2 years, 2 months ago