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Forward Guidance

Latest episodes

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38 snips
Jul 2, 2024 • 1h 19min

BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans

BCG Chief Economist discusses economic false alarms, sovereign debt threats, AI displacing labor productivity, preparing for material economic threats, U.S./China tensions, and the black swan event of a solar flare. Emphasizes the importance of narratives in understanding economic recovery prospects and the complexities of macro risk assessment.
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30 snips
Jun 27, 2024 • 1h 1min

“Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later

Neil Dutta, an expert on economic trends and monetary policy, discusses the risks of a recession, why he believes the Fed will cut rates before the election, and the preference for bonds over stocks. He also explores the potential impact of disinflation, weakening labor market indicators, and speculations on the election outcome's influence on fiscal policies.
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10 snips
Jun 25, 2024 • 1h 29min

Oil & Crypto Trader Jonah van Bourg: Altcoins Going to Zero, Bitcoin Bull Move Is Just Getting Started, and Oil Vol Is Overpriced

Trader Jonah VanBorg discusses the bullish outlook of Bitcoin, the worthlessness of most altcoins, and the rise of stablecoins in the crypto market. He also shares insights on the oil market, including spare capacity, selling options, bullish distillates, and the prospects of oil refineries. Additionally, he touches on topics like natural gas, uranium, gold, and fiat debasement in relation to Bitcoin.
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6 snips
Jun 24, 2024 • 1h 9min

The Next Big Thing In Capital Markets | David Goone

David Goone, CEO of tZERO, discusses trends in capital markets, online trading growth, unlocking liquidity for alternative assets, and the development of tZERO. Topics include the shift from LIBOR to SOFR, using acquisition as a growth strategy, providing liquidity for venture capital, and building a brand reputation as an alternative exchange.
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7 snips
Jun 20, 2024 • 1h 30min

Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins

Fabrice Grinda, a venture capitalist, discusses macroeconomics, VC bubbles, and geopolitical threats. He emphasizes the risk of raising too much money at high valuations. Grinda also explores his investments in the U.S. and crypto, touching on stablecoins and regulatory compliance. Additionally, he delves into AI in public and private markets, highlighting potential beneficiaries in the industry.
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11 snips
Jun 18, 2024 • 1h 46min

Citrini on 2024 Election Portfolio Construction And AI “Mania”

The podcast delves into AI mania and its market impacts, investment strategies for the 2024 election, Trump's tax policy, tariffs on Chinese EVs, Tesla as an AI company, and the importance of caution in AI sector investments.
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Jun 17, 2024 • 1h 38min

Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest Rate Hikes | Eric Pachman’s Data-Visualizations On Why Inflation & Hiring Are Sticky

Data-Visualizations expert Eric Pachman discusses U.S. labor market, healthcare, government job growth, inflation differences, and challenges in measuring inflation accurately. Highlights include healthcare incentivized for high prices, industries experiencing job losses, and fluctuations in healthcare prices post-COVID.
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Jun 13, 2024 • 1h 20min

Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market

Financial expert Barry Knapp discusses the Fed's policies, Lehman Brothers retrospective, interbank lending market, and the role of Fannie & Freddie in subprime securitized products. Delve into the moral hazard in the banking system before the Great Financial Crisis (GFC) of 2008 and Lehman's exposure to commercial real estate.
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4 snips
Jun 12, 2024 • 1h 9min

“Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy

Financial analyst Jim Bianco discusses the potential for 3-4% inflation and 4-5% interest rates, highlighting the Federal Reserve's position on higher inflation. The podcast explores the implications of diverse opinions within the Fed, the impact of a statement on inflation slightly above the 2% target, and the analysis of U.S. economy's reliance on the medical field for job creation. Additionally, it delves into economic data, recession predictions, and the performance of actively managed bond ETFs.
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Jun 10, 2024 • 1h 25min

Secrets of the Federal Reserve’s Unconventional Monetary Policy | William English, former Director of Division of Monetary Affairs for the Fed Board of Governors, on Quantitative Easing (QE) and Forward Guidance

Former Director of Division of Monetary Affairs for the Fed Board of Governors, William English, discusses the fiscal implications of low interest rates post-pandemic, the impact of interest rates on fiscal decisions, the Fed's unconventional monetary policy tools like QE, and the challenges of managing the Fed's balance sheet strategy.

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