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Timestamps:

(00:00) Introduction

(01:46) The QT Taper

(05:25) Was The May FOMC Meeting A Dovish or a Hawkish Meeting?

(09:01) The Fed Is Now Focusing On The Softening Labor Market, Argues Danielle DiMartino Booth

(22:53) U.S. Economy Entered Recession In October, Argues Danielle DiMartino Booth

(29:53) Consumer Spending

(33:11) Layoffs in 2024

(36:22) New Neutral Rate Of Interest

(38:32) Private Equity & Private Credit

(47:07) The Bernanke Doctrine

(51:24) Basel III Endgame

(56:33) Dissents

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.