Forward Guidance

Expert in macroeconomics and global markets, Patrick Perret-Green discusses China exporting deflation, US labor market softening, central bankers' forward-looking strategies, Chinese national accounts, bond market dynamics, currency trades, and financial implications of war.

Keone from Monad and Zon from Initia discuss the spectrum between modular and integrated blockchain designs, exploring decentralization, performance, scalability, AppChains, rollups, composability challenges, EVM compatibility, scaling blockchains, and building Web3 communities organically.

Jens Nordvig, an expert in Japan's Zero Interest Rate Policy (ZIRP), discusses the rising wages in Japan and the potential end of Yield Curve Control. He speculates on when the Bank of Japan might raise interest rates and shares his views on the Japanese Yen. Nordvig also touches on U.S. Dollar and U.S. Rates in an insightful conversation.

Economic analyst Jack Farley discusses why inflation is still a problem despite early signs of economic slowdown. They explore the concept of a 'vibecession,' housing market challenges, investment strategies, potential rate cuts, and geopolitical moves. The conversation also delves into market dynamics, cultural reactions to public figures, and voting rights. A mix of economic insights and insightful banter.

Contrarian analyst Jason Shapiro discusses being bearish on industrial metals, neutral on stocks, and bullish on bonds. Topics include warning signs in the market, copper as a popular trade, concerns about central banks, and the impact of fiscal deficits. Shapiro shares insights on Nvidia, challenges in trading off a macro view, and the bond market positioning. He also emphasizes caution in investing strategies, skepticism towards Chinese stocks, and the importance of market breadth analysis.

Author Jack Ryan exposes the monopoly-like behavior of real estate institutions in the US, questioning fixed 5.5% fees. Discussion on MLS, Zillow's impact, Rex Homes, and potential market responses to fee changes. Lawsuit against Zillow and NAR for antitrust issues. Analysis of housing market, interest rates, and economy impact of fee reductions.

Author Kyla Scanlon discusses economic challenges in 'In This Economy?' podcast. Topics include U.S. housing crisis, wealth inequality, political polarization, origin of money, and MMT theory. Scanlon explores elder care costs, consumer spending trends, and dispels economic misconceptions.

James Fishback discusses his dispute with Greenlight Capital, emphasizing his role in macro returns. The podcast delves into job roles, running macro investing, and defining responsibilities. It also explores the dynamics of decision-making in hedge funds and the importance of truth and transparency in a competitive environment.

Financial expert and author Mel Mattison discusses the looming collapse of the US treasury market in 2027 due to escalating debt levels. Topics include historical debt dynamics, gold prices, global sovereign debt bubble, Social Security challenges, inflation impacts on stocks and gold reserves, and a futuristic financial thriller set in 2027 involving quantum computing and stock market control.

Nick Givanovic discusses the unattractiveness of Treasury bonds for leveraged investors, favoring stocks. Topics include bond auction failures, U.S. government borrowing, yield curve trades, inflation volatility, and bullish outlook on stocks over bonds.