Podcast Episodes

Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns

In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish …

2 years, 8 months ago

The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli

On Todays episode, Ben Santonelli Portfolio Manager at Polen Capital joins the show for a discussion on the state of the high yield bond market.

Expec…

2 years, 8 months ago

Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds

MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect…

2 years, 8 months ago

Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)

Michael Kao, former hedge fund manager and private investor, returns to Forward Guidance alongside Blockworks co-founder Michael Ippolito to break do…

2 years, 8 months ago

“We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk

Warren Pies of 3Fourteen Research returns to Forward Guidance to share his views on oil, bond supply, the housing market, and the labor market. Havin…

2 years, 8 months ago

Does Historic Cheapness Of Agency Mortgage-Backed Securities (MBS) Indicate Funding Stress? Dave Goodson, Professor Jeremy Siegel, Jeremy Schwartz, and Jack Farley

What you’re about to listen to is a conversation with Jeremy Siegel, distinguished professor of economics at Wharton, Jeremy Schwartz, CIO of WisdomT…

2 years, 8 months ago

Sam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of The Century

Jack welcomes Casey Wagner, Blockworks' senior policy correspondent, to recap the wild day of the trial of Sam Bankman-Fried (SBF) on October 26th, w…

2 years, 8 months ago

Duration Remains Unattractive, Says Veteran High Yield Bond Investor

On todays episode, Craig Manchuck Vice President & Portfolio Manager at Osterweis joins the show for a discussion on the end of the zero interest rat…

2 years, 8 months ago

A Deep Dive On China's Financial System | Aidan Garrib

On todays episode, Aidan Garrib Global Macro Strategy & Research at PGM Global joins the show for a deep dive into the Chinese economy. 

We take a loo…

2 years, 8 months ago

Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and the Boundaries Of Debt-Fueled Economic Growth

Today’s interview is a very special one. Dr. Claudio Borio, renowned economist and Head of the Monetary and Economic Department at the Bank For Inter…

2 years, 8 months ago