Forward Guidance

Fed Governor Miran on Why Inflation Fears Are Overstated

The Fed Is Trapped As Oil Drives Inflation Higher | Weekly Roundup

The podcast explores the current macro situation, heavily influenced by the war in the Middle East and its potential to trigger a global recession. The discussion highlights concerns about rising energy prices, the possibility of the Strait of Hormuz closure, and a weakening U.S. labor market. The speakers debate the l...

AI Will Drive The Biggest Boom In History | Raoul Pal

Raoul Pal joins Felix Zulauf on Forward Guidance to discuss the convergence of macroeconomics, geopolitics, and technological innovation, particularly artificial intelligence. Pal argues that the US and China are in a race to dominate AI, which will reshape global power dynamics and consume vast amounts of energy. He s...

Investor Relations in the Onchain Era

Escalating Energy Shock Exposing Central Bank Limits | Weekly Roundup

The Macro Chain Reaction of Oil Shocks | Bob Elliott

Bob Elliott of Unlimited Funds joins the podcast to discuss the global economic impact of the recent oil shock, particularly in light of escalating tensions involving Iran. Elliott contrasts the current economic environment, characterized by a savings-driven economy, with the income-driven dynamics of the post-COVID er...

Why the Oil Shock Could Trigger a Global Recession | Weekly Roundup

The podcast analyzes the current market environment amidst geopolitical tensions, particularly focusing on the potential impact of the Strait of Hormuz situation on energy prices and the global economy. It highlights the increasing vulnerability of European and Asian markets due to their energy dependency, contrasting ...

The Global Economy Is Splitting Into Spheres | Eric Wallerstein

Is The Iran Energy Shock About To Break Markets? | Weekly Roundup

The podcast analyzes the escalating geopolitical tensions, particularly focusing on the Middle East, and their potential economic ramifications. It highlights the extreme stress in the oil market, with volatility reaching levels not seen since 2020, and discusses how this crisis might last longer than markets currently...

Introducing: Inflection Point | The Crypto-TradFi Convergence

The AI Productivity Boom Is Here | Luigi Buttiglione

AI Reratings & Growth Reacceleration Add Fuel To The Real Asset Rotation | Weekly Roundup

What ETF Flows Are Telling Us About Investor Appetite | James Seyffart

The conversation centers on the state of crypto ETFs and the broader ETF landscape, with James Seyffart, Bloomberg Senior Research Analyst, offering insights. A key theme is the dichotomy between the bearish sentiment of long-time crypto participants and the bullish outlook of traditional financial institutions now inv...

Capital Is Leaving Big Tech For Gold And Energy | Weekly Roundup

Dispersion Is Exploding While Main Street Reaccelerates | Weekly Roundup

The podcast analyzes the latest jobs report, revealing a weaker labor market in 2025 than initially estimated, and debates whether the economy is in an early cycle of re-acceleration or a dead cat bounce. The conversation highlights the divergence between the stock market and the real economy, noting that AI-related Ca...

How I Called 2026's Biggest Rally | Vincent Delaurd

The conversation centers on Vincent Deluard's 2026 economic outlook, highlighting a "nominal growth bubble" fueled by strong tax collections and potential fiscal stimulus. Deluard argues that despite widespread pessimism and a possible stock market bubble, the US economy is growing rapidly, driven by both the formal an...

Markets Are Entering A New Era Of AI-Driven Disruption | Weekly Roundup

The podcast explores the confluence of AI-driven productivity booms, shifting market dynamics, and potential economic policy responses. It highlights the market's digestion of AI's impact, evidenced by tech's underperformance relative to the broader market and factor rotations favoring value stocks. The conversation co...

Will Trump's New Fed Chair Crash Markets? | Joseph Wang

The Fed Is Background Noise While Markets Reprice Reality | Weekly Roundup

Finding The Next Perfect Trade | Alex Gurevich