Podcast Episodes
Back to SearchThe Failure of First Republic Bank | Chris Whalen & Randy Woodward
Today First Republic, America’s 14th largest bank, was taken over by the Federal Deposit Insurance Corporation (FDIC) who sold the vast majority of t…
3 years, 2 months ago
Dr. Perry Mehrling on The Dollar Standard, Globalization of Shadow Banking, and Charles Kindleberger
Dr. Perry Mehrling, Professor of International Political Economy at the Pardee School of Global Studies, Boston University, joins Forward Guidance to…
3 years, 2 months ago
Jared Dillian: Sentiment Is Still Really, Really Bad
Jared Dillian, publisher of The Daily Dirtnap, returns to Forward Guidance to argue why he’s no longer bearish on natural gas, why he thinks the May …
3 years, 2 months ago
Nathan Tankus on The "Pozsar Moment" In Shadow Banking
On todays episode of Forward Guidance, Nathan Tankus Author at Notes on the Crises joins the show for a deep dive into the shadow banking system, rec…
3 years, 2 months ago
Jeff Snider: The Credit Crunch Is Here As Ultra Rare Bond Market Signal Flashes Red For First Time Since 2008
Season 1 Episode 212
Ultra short-term Treasurys have rallied so much that the 1 month bill now yields over 150 basis points less than similar instruments at the Federal R…
3 years, 2 months ago
An Update On The "March Banking Panic" | Weekly Round Up
Season 1 Episode 200
This week, I join Mike Ippolito on his weekly roundup edition of On The Margin to discuss bank earnings a month on from the "March banking panic". We…
3 years, 2 months ago
Brent Johnson on Why The De-Dollarization Narrative Is Overhyped
Recent efforts by foreign leaders have led some to claim that the U.S. Dollar system will soon cease to be the global reserve currency. Brent Johnson…
3 years, 2 months ago
Do Banks Have Enough Capital? | Dr. Martien Lubberink
Season 1 Episode 209
The more capital a bank holds, the more losses it can take before going bust. Dr. Martien Lubberink, professor at Victoria University of Wellington, …
3 years, 2 months ago
Money Supply Is Falling By Most Since Great Depression | Danielle DiMartino Booth
Season 1 Episode 208
Danielle DiMartino Booth, CEO and chief strategist of QI Research, returns to Forward Guidance to share her findings on the problems brewing in comme…
3 years, 2 months ago
PIMCO’s Cash King On Liquidity, Repo, Debt Ceiling, And Yield Curve Inversion | Jerome Schneider
Season 1 Episode 207
Jerome Schneider, managing director at PIMCO, is a maestro of short-term funding markets. He oversees PIMCO’s >$300 Billion pool of short-term liquid…
3 years, 3 months ago