Podcast Episodes
Back to SearchThe Banking System Is Healing | Dan Siciliano & Michael Ericson
This week, Michael Ericson President of the Chicago Federal Home Loan Bank & Dan Siciliano Chair of the Council of FHLBs and independent director of …
2 years, 7 months ago
Felix Zulauf: The End Of The Liquidity Cycle Approaches
Felix Zulauf, renowned macro investor and CEO of Zulauf Consulting, returns to Forward Guidance to apply his framework for understanding markets to m…
2 years, 7 months ago
Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies
Dr. Barry Eichengreen, George C. Pardee and Helen N. Pardee Professor of Economics and Political Science at University of California, Berkeley, joins…
2 years, 7 months ago
Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg
Anthony Dilweg, veteran real estate investor and Founder & CEO and of Dilweg, joins Forward Guidance to share shocking information from the world of …
2 years, 7 months ago
Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact
Use code FG20 to get 20% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london
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2 years, 7 months ago
Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued
Jens Nordvig, founder of Exante Data and Marketreader Inc., returns to Forward Guidance to provide a quantitative update on currency and bond markets…
2 years, 7 months ago
The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman
Nicholas Glinsman, veteran macro investor and co-founder at Malmgren-Glinsman Partners, returns to Forward Guidance to update his views on fixed-inco…
2 years, 7 months ago
Jason Shapiro: It’s Too Early To Get Long Bonds
Jason Shapiro, veteran trader and founder of Crowded Market Report, returns to Forward Guidance to discuss his philosophy for trading markets. Shapir…
2 years, 8 months ago
George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal Supremacy Will Drive Stocks To “Ponzi Stage”
George Robertson joins Forward Guidance to argue that the exceptionally large fiscal stimulus will mean that the economic boom has no end in sight. O…
2 years, 8 months ago
The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps
Jonny Matthews, founder of Super Macro and former portfolio manager at Brevan Howard and managing director at Citi & Saloman Brothers, joins Forward …
2 years, 8 months ago