Podcast Episodes
Back to SearchFitch's U.S Debt Downgrade Was Justified | Danielle DiMartino Booth
Danielle DiMartino Booth CEO & Chief Strategist, QI Research joins Forward Guidance for a special episode from Camp Kotok.
We discuss the past 3 years…
2 years, 11 months ago
Rate Cuts May Not End Fed's Quantitative Tightening | Former Atlanta Fed President Dennis Lockhart
Dennis Lockhart, Former President and CEO of the Federal Reserve Bank of Atlanta, joins Forward Guidance for a special interview to discuss one of th…
2 years, 11 months ago
Inside Camp Kotok | David Kotok on “Disastrous and Debilitating” Effect Of Debt Ceiling on Bond Markets
David Kotok, chief investment officer and co-founder of Cumberland Advisors, welcomes Jack Farley to “Camp Kotok” with an interview. Kotok explains t…
2 years, 11 months ago
Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller
Leland Miller, founder of China Beige Book, sits down with Jack Farley at Camp Kotok to give a brief update on the state of the Chinese economy. Mill…
2 years, 11 months ago
The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)
Jim Bianco, founder and CEO of Bianco Research, and Samuel Rines, managing director at Corbu LLC, join Jack Farley on beautiful Leen’s Lodge for the …
2 years, 11 months ago
The Sovereign Debt Spiral | James Lavish
James Lavish, hedge fund veteran, managing director of the Bitcoin Opportunity Fund, and author of “The Informationist” newsletter, joins Forward Gui…
2 years, 11 months ago
The Great Liquidity Debate | Michael Howell & Andy Constan
Michael Howell of Crossborder Capital and Andy Constan of Damped Spring Advisors join Forward Guidance to discuss and debate all things liquidity.
Tod…
2 years, 11 months ago
Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting
Julian Brigden, co-founder of MI2 Partners, joins Forward Guidance to share his outlook for the challenges facing the Federal Reserve. Brigden argues…
2 years, 11 months ago
Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply
Mark Cabana, head of US Rates Strategy at BofA Global Research, joins Forward Guidance to share insights on today’s very strange bond market. Cabana,…
2 years, 11 months ago
It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley
Season 1
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM
Follow Blockworks Macro On Y…
2 years, 11 months ago