This week we discuss the latest bullish jobs report, the impact of globally-coordinated easing, and the Middle East's impact on markets. We also delve into the recent SOFR explosion, election pricing in..

In this episode, Harley Bassman joins the show to discuss what the bond market is pricing, the Fed’s master plan, and if we can see a second wave of inflation. We also..

This week we discuss China’s economic stimulus, the resilience of the labor market, and the GDP/GDI revisions. We also delve into global liquidity & equity multiples, things to actually worry about in..

In this episode, Prometheus Research joins the show to discuss his macro framework, what the subcomponents of GDP tell us about the economy, and where we are in the business cycle. We..

This week we discuss the Fed decision & economic projections, the bullish market signals, and the reasoning behind recession calls. We also delve into the trajectory of the economy and cutting cycle,..

This week we discuss the Federal Reserve’s upcoming interest rate decision, the path to the neutral rate, and why the Fed should front-load its rate cuts. Darius and Felix also delve into..

Important news: this will be Jack’s last episode as the host of Forward Guidance. He is transitioning to host a new podcast called Monetary Matters: https://www.youtube.com/@Monetary-MattersFelix Jauvin, macro trader and current host..

This interview with Brett Jefferson discusses trust preferred CDOs, why they can provide such great opportunities, and how Brett’s fund capitalizes on this niche market. Brett and Jack also discuss the private..

Laila Kollmorgen, Portfolio Manager, CLO Tranche for Pinebridge Investments, joins Jack for a Fireside Chat on Forward Guidance to discuss why collateralized loan obligations (CLOs) have rallied so much over the past..

This interview with Matthew Sigel explores the bull case for bitcoin, its future as a reserve asset, and the economics of bitcoin miners. We also discuss miners pivoting to data centers, stablecoins,..

Imaru Casanova, Portfolio Manager, Gold and Precious Metals at VanEck, joins to share her views on how to value gold stocks such as gold miners and gold royalty companies. Casanova argues that..

This interview with Jonny Mathews explores why he believes we aren’t headed for a recession, how real consumption will likely drive Q3 GDP higher, and why he thinks unemployment will moderate. We..