Podcast Episodes
Back to SearchThere’s A Bubble in The Inflation Narrative | Darius Dale
Season 1 Episode 19
Darius Dale, founder of 42Macro, joins Forward Guidance to share his outlook for 2022. Dale explains why his business cycle framework, which tracks t…
4 years, 6 months ago
Bitcoin & Gold During Monetary Climate Change | Ronnie Stoeferle
Season 1 Episode 18
On today’s episode of Forward Guidance Jack welcomes Ronnie Stoeferle, partner at Incrementum AG. Stoeferle argues that the world is already in a new…
4 years, 6 months ago
The Hidden Risks of Passive Investing | Steven Bregman
Season 1 Episode 17
The rise of indexation has given many investors a cheap and straightforward way to access the stock market. But now that over half of all investing d…
4 years, 6 months ago
Former Fed Trader: Rate Hikes Will Crash Markets | Joseph Wang
Season 1 Episode 16
On today’s episode of Forward Guidance, Joseph Wang, renowned former Fed trader, shares his views and observations on our macro world. Not only does …
4 years, 6 months ago
Felix Zulauf’s Big Calls For 2022 And Beyond
Season 1 Episode 15
On today’s episode of Forward Guidance, Felix Zulauf, a renowned macro investor known for his uncanny market timing, shares his outlook on various ti…
4 years, 6 months ago
The Bull Market In Crap Is Over | Kevin Muir
Season 1 Episode 14
Kevin Muir, author of The Macro Tourist, joins Forward Guidance to make sense of the recent choppiness in stocks, commodities, and crypto. In convers…
4 years, 7 months ago
Are Bonds Pricing in a Market Crash? | Alfonso Peccatiello
Season 1 Episode 13
Today’s guest, Alfonso Peccatiello, is a man with a rare insight into the macro forces driving the moves in markets which have perplexed many, but no…
4 years, 7 months ago
Inflation Is Not Transitory, And Neither Is The Bear Market In Atrocious Companies | Harris Kupperman
Season 1 Episode 12
With fund managers keen to lock in gains from a lucrative year, the “pain trade” is here, says Harris “Kuppy” Kupperman. Moreover, pie-in-the-sky tec…
4 years, 7 months ago
A Little Bitcoin Goes a Long Way | James Butterfill
Season 1 Episode 11
The emergence of crypto funds and exchange traded products (ETPs) has changed the game - but just how much capital is flowing into crypto via these c…
4 years, 7 months ago
The Unintended Consequences of Central Banks' Easy Money | William White
Season 1 Episode 10
Listeners of the Forward Guidance podcast are in for a real treat today. Jack interviews noted economist and former central banker Dr. William White,…
4 years, 7 months ago