Forward Guidance

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

Citrini on 2024 Election Portfolio Construction And AI “Mania”

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

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

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

This podcast episode explores the Federal Reserve's dot plot, changes in inflation targets, the significance of the long-term DOT (neutral funds rate), the challenges in achieving the inflation target, the accuracy of labor market surveys, the impact of robotics and technology on employment, the factors influencing the...

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

In this episode of Forward Guidance, Jack Farley interviews William English, a Professor of the Practice at the Yale School of Management and Senior Fellow at the Yale Program on Financial Stability, about monetary policy and the responses to post-pandemic inflation. They discuss the fiscal effects of monetary policy, ...

Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)

The Modular Integration Spectrum | Keone & Zon

Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered

The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup

Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)

Jack Ryan on The Housing Cartel That's Stifling The American Economy

In This Economy? | Kyla Scanlon

James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World

Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes

Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors

Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker

Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case

Andy Constan: The Bond Market Will Take The Stock Market Down With It

Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle