Podcast Episodes

Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map”

Peter Atwater, Adjunct Professor of Economics at William and Mary, and author of “The Confidence Map: Charting a Path from Chaos to Clarity” joins Fo…

2 years, 11 months ago

OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil

Rory Johnston, oil buff and founder of CommodityContext.com, returns to Forward Guidance to explain why he is now “cautiously bullish” on the price o…

3 years ago

The Recession Paradox | Alfonso Peccatiello

Alfonso Peccatiello, founder of The Macro Compass, returns to Forward Guidance to discuss why there's no U.S. recession as of yet, how long is the la…

3 years ago

The Laws Of Quantitative Investing | Michael Robbins

On todays episode Michael Robbins, CIO of Larson Financial & Professor Of Quantitative Investing at Columbia University joins the show for a discussi…

3 years ago

The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly

Steven Kelly, Associate Director of Research at the Yale Program on Financial Stability, returns to Forward Guidance to update Jack on the Federal Re…

3 years ago

Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System

Vítor Constâncio witnessed firsthand severe recessions, inflationary bouts, and a global financial crisis, as former Vice President of the European C…

3 years ago

Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains

On todays episode of Forward Guidance Jay Shabat Senior Analyst at Skift & Author of both Airline Weekly & Railroad Weekly joins the show for a discu…

3 years ago

The Price of Time | Edward Chancellor & Joseph Wang

Edward Chancellor, distinguished investor, financial historian, and author, joins Forward Guidance to discuss his latest book “The Price of Time: The…

3 years ago

The Little-Known Entity That’s Lent Over $1 Trillion To U.S. Banks (10x The Fed!) | Professor Kathryn Judge on The Federal Home Loan Bank (FHLB) System

Since the fall of Silicon Valley Bank (SVB) in March 2023, many investors have been closely monitoring the Federal Reserve’s recent lending to U.S. b…

3 years ago

What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"

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On todays episode of Forward Guidance, Michael Kao, former hedge fund manager turned private investor & Alexander Stahel, Founder & CIO at Burggrab…

3 years ago