Podcast Episodes
Back to SearchWave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro
On todays episode, Aahan Menon Founder of Prometheus Research joins the show for a discussion on his current macro outlook looking at the economy, gr…
2 years, 10 months ago
"Credit Shock" In Commercial Real Estate | John Toohig, Victor Calanog, and Thomas LaSalvia
Today’s interview is a deep-dive into commercial real estate (CRE), an asset class which includes office, multifamily housing (apartments), hotels, d…
2 years, 10 months ago
David Rosenberg: A Recession Is Coming In The Next 6 Months
On today's episode of Forward Guidance, David Rosenberg Founder and President of Rosenberg Research & Associates joins the show to discuss the contin…
2 years, 10 months ago
Vincent Deluard: The “Magic Money” That Prevented Recession Is About To Disappear
In fall 2022 when most economists were anticipating an imminent recession, Vincent Deluard made the bold call that several forms of “stealth stimulus…
2 years, 10 months ago
Business Cycle Slowdown Will Intensify Into Recession | Mike Singleton
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2 years, 10 months ago
ESG: The 40 Trillion Dollar Bubble | Mark Neuman
On todays episode, Mark Neuman Founder & CIO of Constrained Capital joins the show for a discussion on environmental, social & corporate governance's…
2 years, 10 months ago
The Next Chapter in Emerging Markets Investing | Marshall Stocker, Co-Head of Emerging Markets, Morgan Stanley
Marshall Stocker, co-Head of Emerging Markets at Morgan Stanley, shares his insight why country selection has a greater effect on excess returns than…
2 years, 10 months ago
Government Debt Crisis Has Hit U.S. Banks | Bill Isaac, Former FDIC Chair
Today Jack interviews William “Bill” Isaac, who served as Chair of the Federal Deposit Insurance Corporation (FDIC) from 1981 to 1985. Isaac recounts…
2 years, 10 months ago
The Banking System's Guardian Angel You've Never Heard Of | Michael Ericson & Dan Siciliano on Federal Home Loan Banks
Few outside the banking world grasp the true importance of the Federal Home Loan Banks (FHLBs), whose collective loans to U.S. banks outpace the Fede…
2 years, 11 months ago
Ivy Zelman: Housing Market Downturn Isn't Over
Ivy Zelman, founder and CEO of Zelman & Associates, joins Forward Guidance to share her outlook on the U.S. housing market. Filmed on August 8, 2023.…
2 years, 11 months ago