Podcast Episodes

Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing?

Today’s interview is sponsored by Public. You can go to Public.com, purchase Treasury bills in seconds, and you may be able to earn some of the highe…

2 years, 6 months ago

Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation

On today's episode, Former Fed trader, CIO at Monetary Macro & Author Joseph Wang joins the show to discuss his outlook for 2024.

Joseph walks through…

2 years, 6 months ago

Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades

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

2 years, 6 months ago

Dispatches From India | Andrei Stetsenko, Partner at Farley Capital

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

2 years, 6 months ago

Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust

Carson Block, activist short seller and founder of Muddy Waters Research and Muddy Waters Capital, returns to Forward Guidance to share his short the…

2 years, 6 months ago

The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian

Jared Dillian, founder of The Daily Dirtnap and author of “No Worries: How To Live A Stress-Free Financial Life,” returns to Forward Guidance to argu…

2 years, 6 months ago

Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans

Carolyn Sissoko, senior lecturer at University of the West of England, joins Forward Guidance alongside Joseph Wang, CIO of Monetary Macro and author…

2 years, 6 months ago

Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par

Daniel Neilson, professor of economics at Bard College at Simon’s Rock and author of “Soon Parted,” returns to Forward Guidance to share findings fro…

2 years, 6 months ago

Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades

Thomas Majewski, founder of Eagle Point Credit, joins Forward Guidance to share his insights from the somewhat opaque world of Collateralized Loan Ob…

2 years, 6 months ago

Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans

Kathy Jones, Chief Fixed Income Strategist at Schwab, joins Forward Guidance to share her outlook on interest rates, credit spreads, the economy, and…

2 years, 7 months ago