Podcast Episodes
Back to Search“Nightmare Scenario” For The Fed | Felix Jauvin
Season 1 Episode 156
Felix Jauvin, macro analyst at Reflexivity Research, joins Jack Farley to share his outlook on liquidity, the Fed, and inflation. Jauvin argues that …
3 years, 6 months ago
A Masterclass In Central Banking | Professor Jane Knodell
Season 1 Episode 154
Jane Knodell, professor of economics at the University of Vermont and author of "The Second Bank of the United States: Central banker in an era of na…
3 years, 6 months ago
All You Ever Wanted To Know About Interest Rates | DC Analyst
Season 1 Episode 154
Interest rates are a key measure of the price of money, but as the plural suggests, there is one more than just one interest rate. Today Jack dives d…
3 years, 6 months ago
Do The Crime, Do The Time | Coy Garrison, Alan Cohn & Jason Weinstein
Crypto’s tumultuous year marks the beginning of a new bull market in crypto lawyering. From the meltdown of Terra/Luna, to the stunning implosion of …
3 years, 6 months ago
The Fed Will Tighten "As Far As They Can" Into 2023 | Joseph Wang & George Goncalves
Season 1 Episode 153
Today Jack welcomes George Goncalves and Joseph Wang to share their 2023 outlook on the Federal Reserve and inflation. Goncalves, Head of U.S. Macro …
3 years, 6 months ago
Are Bubbles Necessary? I Ronit Ghose
Season 1 Episode 153
On this episode of Forward Guidance, Jack is seated with Ronit Ghose of Citi Global Insights. Together they discuss the relationship of Macro and Cry…
3 years, 6 months ago
Private Markets To Implode As Fed Hikes to 7% | Bilal Hafeez
Season 1 Episode 152
Bilal Hafeez, CEO of Macro Hive, is a veteran of macro analysis and he joins today’s interview with some truly bold calls. Hafeez argues that a sever…
3 years, 6 months ago
Bank of Japan’s Capitulation Perturbs Global Bond Market | Weston Nakamura
Season 1 Episode 151
The Bank of Japan (BOJ) has stunned markets by raising the cap on its 10-year government bond and there’s no one Jack would rather speak to than, Wes…
3 years, 6 months ago
The Technicals Are Bearish | Katie Stockton
Season 1 Episode 150
Katie Stockton, founder and managing partner of Fairlead Strategies and portfolio manager of the $TACK ETF, joins Jack Farley to share her analysis o…
3 years, 6 months ago
China’s Economic House Of Cards | Kyle Bass & Nick Glinsman
Season 1 Episode 149
Today’s interview is something unlike any other that’s ever appeared on Forward Guidance. It concerns China, a country that once was the engine of gl…
3 years, 7 months ago