Podcast Episodes
Back to SearchThe Fed Is Burning Money | Harley Bassman
Season 1 Episode 78
Today Jack is joined by none other than the Convexity Maven himself, Harley Bassman, who shares why he is “wildly” bullish on mortgage-backed securit…
4 years, 1 month ago
Inflation Is Popping The Biggest Asset Bubble Of All Time | Michael Kao
Season 1 Episode 77
Today Jack welcomes Michael Kao, retired hedged manager and private investor, on Forward Guidance for a wide-ranging conversation on liquidity, energ…
4 years, 1 month ago
Fed Hawkishness Is A “Charade” - If Powell Doesn’t Pivot, Prepare For A Depression | Larry McDonald
Season 1 Episode 76
Larry McDonald, founder of The Bear Traps Report and author of “A Colossal Failure Of Common Sense,” thinks that those who take the Federal Reserve a…
4 years, 1 month ago
Energy Stocks Remain Undervalued, Says World’s Best Performing Hedge Fund Manager | Josh Young
Season 1 Episode 75
Josh Young is the founder and chief investment officer of Bison Interests, an energy investment fund whose returns since October 2020 are ranked #1 i…
4 years, 1 month ago
Europe and China: Already In Recession | Paul Hodges
Season 1 Episode 74
Paul Hodges returns in a deep discussion on inflation, China, and the Federal Reserve. Paul joins Jack Farley to discuss recession and recession risk…
4 years, 1 month ago
Central Banks Are Scrambling To Contain An Inflationary Wage Price Spiral | Nick Glinsman & Joseph Wang
Season 1 Episode 73
Nick Glinsman, macro hedge fund manager and author at Intelligence Quarterly, joins Joseph Wang (“Fed Guy) and Jack Farley to explore whether the Fed…
4 years, 1 month ago
The Fed's $3 Trillion Problem | Maroon Macro & Joseph Wang
Season 1 Episode 72
Joseph Wang & Maroon Macro join me for a deep dive into the monetary mechanics driving the Fed's $3 Trillion problem. As t bill issuance dries up, re…
4 years, 1 month ago
Can Gold Withstand the Liquidity Drain? | Sean Fielder
Season 1 Episode 71
Sean Fielder, chief investment officer at Equinox Partners, joins Jack Farley to discuss his views on gold, mining, inflation, the and Federal Reser…
4 years, 1 month ago
Why Fed Chair Powell is NOT Coming To Rescue Stocks | Alfonso Peccatiello
Season 1 Episode 70
On today's episode of "Forward Guidance," Jack Farley is joined by Alfonso Peccatiello, author of The Macro Compass newsletter and host of The Macro …
4 years, 2 months ago
The “Everything Risk” Is Here | Ed Harrison
Season 1 Episode 69
Ed Harrison, senior editor at Bloomberg and author of The Everything Risk, joins Jack Farley to share his outlook on inflation, the Federal Reserve’s…
4 years, 2 months ago