Podcast Episodes
Back to SearchThe Bank Crisis Is "Overblown" | Joseph Wang
Season 1 Episode 187
Signature and Silicon Valley Bank have collapsed. In this breaking news episode, hosts Jason Yanowitz and Jack Farley interview Joseph Wang to discus…
3 years, 4 months ago
Danielle DiMartino Booth: A Banking Panic Makes The Fed’s Job More Difficult
Season 1 Episode 185
To get a 20% discount off an annual subscription to Danielle DiMartino Booth https://dimartinobooth.substack.com/guidance and use code GUIDANCE
Daniel…
3 years, 4 months ago
“Crazy Things” Are Happening In The Japanese Bond Market | Weston Nakamura
Season 1 Episode 184
Check out Weston Nakamura’s new show, Market Depth (First episode airs on Wednesday March 15):
Spotify: https://spoti.fi/3YMXoHm
Apple: https://apple…
3 years, 4 months ago
Chris Whalen: The Fed Is To Blame For The Collapse of Silicon Valley Bank
Season 1 Episode 183
Today, Silicon Valley Bank, an institution with over $200 Billion worth of assets, failed. Chris Whalen, chairman of Whalen Global Advisors, returns …
3 years, 4 months ago
Does Powell Mean Business? | David Hay
Season 1 Episode 182
Today Jack Farley speaks with David Hay, chief investment officer of Evergreen Gavekal and publisher of the Haymaker newsletter on Substack. Hay ente…
3 years, 4 months ago
The Case For Bonds | Alfonso Peccatiello
Season 1 Episode 181
Alfonso (“Alf”) Peccatiello, founder of The Macro Compass and host of The Macro Trading Floor, returns to Forward Guidance to argue why he is startin…
3 years, 4 months ago
Breaking Down Warren Buffett's 2023 Shareholder Letter | Yun Li
Follow On The Margin:
Spotify: https://spoti.fi/3yc4079
Apple: https://apple.co/3UsnTiM
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This epsidoe is taken from the On The Margin weekly roundup.…
3 years, 4 months ago
Navigating A "Structural Shift" In Markets | Joseph Wang & Martin Pelletier
Season 1 Episode 179
Martin Pelletier, Senior Portfolio Manage at TriVest Wealth joins Forward Guidance to discuss the "structural shift" that has occurred in markets due…
3 years, 4 months ago
Mike Green: Recession Approaches As Housing & Car Markets Weaken
Season 1 Episode 178
Mike Green, portfolio manager and chief strategist at Simplify Asset Management, returns to Forward Guidance to share his views on the labor market, …
3 years, 4 months ago
Restrictions On Investments Into China Are Imminent | Harald Malmgren & Nicholas Glinsman
Season 1 Episode 177
Right now, U.S. officials in Washington D.C. are preparing legislation that will cut off foreign investment into China.
That’s according to Jack’s tw…
3 years, 4 months ago