Podcast Episodes
Back to SearchInvestment Strategies to PROFIT From Inflation (Not Just Hedge) | James Davolos
With inflation running hot around the globe, many investors are looking to hedge against inflation. But is that the right goal?
On today's episode of …
4 years, 7 months ago
The Dollar Rises With Crypto And Gold - What Gives? | Michael Nicoletos at DAS: London
Season 1 Episode 8
When Jack Farley ran into macro investor Michael Nicoletos at the Blockworks Digital Asset Summit in London, he knew the two had to film an interview…
4 years, 7 months ago
The Psychological Toll of Inflation | Vincent Deluard
Season 1 Episode 7
We're heading for an inflationary decade that will change society as we know it. That's according to Vincent Deluard, director of global macro resear…
4 years, 7 months ago
How To Spot Overvalued Companies | Tobias Carlisle
Season 1 Episode 6
Tobias Carlisle, Portfolio Manager at Acquirers’ Funds, joins Jack Farley on this sixth episode of Forward Guidance to explain why he believes qualit…
4 years, 7 months ago
Is Inflation Overhyped? | Eric Basmajian
Season 1 Episode 5
Is the 40-year era of falling bond yields and low inflation coming to an end? That is the question investors have been asking themselves for months, …
4 years, 8 months ago
Deconstructing Macro Narratives About Inflation, Bonds, and Bitcoin | Huw Roberts, Quant Insight
Season 1 Episode 4
The world of macro investing is full of narratives: that a rising dollar threatens emerging market stocks and commodity prices; that rising bond yiel…
4 years, 8 months ago
Hunting for Hidden Financial Risks | Stephen Clapham
Season 1 Episode 3
Do balance sheets matter? Do cash flows matter? In a world where asset prices are driven by liquidity rather than fundamentals, the answer can seem t…
4 years, 8 months ago
The Global Energy Crisis, Explained | Warren Pies
Season 1 Episode 2
The world faces an energy crisis that threatens to stop the economic recovery in its tracks.
On today’s episode of Forward Guidance, Warren Pies, fou…
4 years, 8 months ago
The Unwinding of the Long Term Debt Cycle | Lyn Alden
Season 1 Episode 1
“Forward Guidance” is a show dedicated to uncovering the heart of this conundrum. Twice a week, Jack Farley will be speaking directly with fund manag…
4 years, 8 months ago