Forward Guidance
The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.Follow Felix: https://twitter.com/fejau_incFollow Forward Guidance: https://twitter.com/ForwardGuidance Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBWFollow Blockworks: https://twitter.com/Blockworks_Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidanceForward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx
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Episodes (500)
Why This Economy Refuses To Break | David Cervantes
Jun 3, 2026
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How To Trade The AI Productivity Boom | Weekly Roundup
May 29, 2026
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Can The AI Driven Rally Continue? | Weekly Roundup
May 21, 2026
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The Consumer Cushion Is Almost Gone | Weekly Roundup
May 15, 2026
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The Fed Is Losing Its Easing Bias While AI Props Up The Economy | Neil Dutta
May 13, 2026
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Oil And AI Are Breaking The Middle Class | Weekly Roundup
May 9, 2026
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Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan
May 6, 2026
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Central Bank Control Is Breaking | Weekly Roundup
Apr 30, 2026
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The AI Bubble Is Widely Misunderstood | Steve Hou
Apr 29, 2026
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The Fed Is Irrelevant While CapEx Runs The Economy | Weekly Roundup
Apr 24, 2026
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Markets Are Misreading A Late Cycle Liquidity Crunch | Michael Howell
Apr 22, 2026
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Market Structure is Fueling an Inflation Trap | Weekly Roundup
Apr 16, 2026
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How the World’s Biggest Macro Hedge Funds Are Using AI | Jan Szilagyi
Apr 15, 2026
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Markets Are Trapped Between Geopolitical Chaos and AI Productivity Boom | Weekly Roundup
Apr 10, 2026
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The Iran War is Accelerating the End of Globalism | Jacob Shapiro
Apr 7, 2026
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Why AI Will Reprice The Entire Economy | Jordi Visser
Apr 6, 2026
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Market Structure is Distorting Reality as Inflation Builds | Weekly Roundup
Apr 3, 2026
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Fed Governor Miran on Why Inflation Fears Are Overstated
Apr 1, 2026
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The Fed Is Trapped As Oil Drives Inflation Higher | Weekly Roundup
Mar 27, 2026
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AI Will Drive The Biggest Boom In History | Raoul Pal
Mar 25, 2026
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Investor Relations in the Onchain Era
Mar 24, 2026
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Escalating Energy Shock Exposing Central Bank Limits | Weekly Roundup
Mar 20, 2026
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The Macro Chain Reaction of Oil Shocks | Bob Elliott
Mar 18, 2026
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Why the Oil Shock Could Trigger a Global Recession | Weekly Roundup
Mar 13, 2026
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The Global Economy Is Splitting Into Spheres | Eric Wallerstein
Mar 11, 2026
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Is The Iran Energy Shock About To Break Markets? | Weekly Roundup
Mar 6, 2026
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Introducing: Inflection Point | The Crypto-TradFi Convergence
Mar 5, 2026
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The AI Productivity Boom Is Here | Luigi Buttiglione
Mar 4, 2026
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AI Reratings & Growth Reacceleration Add Fuel To The Real Asset Rotation | Weekly Roundup
Feb 26, 2026
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What ETF Flows Are Telling Us About Investor Appetite | James Seyffart
Feb 25, 2026
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Capital Is Leaving Big Tech For Gold And Energy | Weekly Roundup
Feb 21, 2026
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Dispersion Is Exploding While Main Street Reaccelerates | Weekly Roundup
Feb 13, 2026
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How I Called 2026's Biggest Rally | Vincent Delaurd
Feb 11, 2026
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Markets Are Entering A New Era Of AI-Driven Disruption | Weekly Roundup
Feb 6, 2026
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Will Trump's New Fed Chair Crash Markets? | Joseph Wang
Feb 4, 2026
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The Fed Is Background Noise While Markets Reprice Reality | Weekly Roundup
Jan 30, 2026
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Finding The Next Perfect Trade | Alex Gurevich
Jan 28, 2026
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The Generational Metal Squeeze Exposing Broken Sovereign Debt | Weekly Roundup
Jan 23, 2026
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Markets Are Entering A Wartime Economy | Cem Karsan
Jan 21, 2026
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The Market Is Rotating Faster Than Policy Can Keep Up | Weekly Roundup
Jan 16, 2026
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The End of Globalism, AI Acceleration & the Political Horseshoe | Alex Campbell
Jan 14, 2026
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Commodities & Cyclicals Are 2026’s Mega-Cap Tech | Weekly Roundup
Jan 9, 2026
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Future Growth Will Be Driven By Banks, Not the Fed | Andy Constan
Jan 7, 2026
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The Market Has Already Picked Its Winners for 2026 | Tony Greer
Dec 31, 2025
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Why This Isn’t A Bubble & Early 2026 Looks Like Goldilocks | Warren Pies
Dec 24, 2025
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Why Today’s Economy Serves Assets, Not Workers | Harris Kupperman
Dec 19, 2025
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How To Position In A "Slowdown" Regime | Market Radar
Dec 17, 2025
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Fed Embraces "Run It Hot" For Powell's Final Months | Weekly Roundup
Dec 11, 2025
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The Global Economy Runs on Perpetual Stimulus | Keith Dicker
Dec 10, 2025
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AI & Central Planning Are Propping Up the Economy | Weekly Roundup
Dec 5, 2025
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The Hidden Fractures Behind America’s “Resilient” Economy | Aahan Menon
Dec 3, 2025
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The AI Economy Is Leaving Labor Behind | Weekly Roundup
Nov 27, 2025
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AI Is Ushering in an Entirely New Economic Paradigm | Jordi Visser
Nov 26, 2025
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AI’s CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup
Nov 20, 2025
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Why Cross-Border Flows Matter More Than Rate Cuts | Capital Flows
Nov 19, 2025
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Hawkish Fed, Credit Stress & A K-Shaped America | Weekly Roundup
Nov 14, 2025
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LTCM Co-Founder on Risk, Leverage & Simplicity | Victor Haghani
Nov 12, 2025
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America’s Two-Tier Economy Is Breaking Down | Weekly Roundup
Nov 7, 2025
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The Next Chapter For Blockworks | Empire
Nov 5, 2025
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The Fed's Hawkish Cut & The Financial Hunger Games | Weekly Roundup
Oct 31, 2025
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Deficits Are Forcing the Fed Back Into Expansion | Lyn Alden
Oct 29, 2025
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How Financialization Broke Markets & Hollowed Out America | Weekly Roundup
Oct 24, 2025
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Institutional Demand for Crypto is Accelerating | Matt Hougan
Oct 22, 2025
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Global Liquidity Cycle & the Worldwide Rush Into Hard Assets | Weekly Roundup
Oct 17, 2025
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Crypto's Biggest Liquidation, DAT Strategies, & The Purification Trade | Jeff Park
Oct 15, 2025
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The Ingredients Are in Place for a Blow-Off Top | Weekly Roundup
Oct 10, 2025
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The Recession Has Already Started | George Robertson
Oct 8, 2025
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This Bull Market Has Legs | Weekly Roundup
Oct 3, 2025
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Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenburg
Oct 1, 2025
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Economic Reacceleration or Growth Scare? | Weekly Roundup
Sep 26, 2025
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Inevitable Money Printing Will Drive A “Debt Doom Loop” | Arthur Hayes
Sep 24, 2025
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Winners & Losers After The Fed’s Dovish Pivot | Weekly Roundup
Sep 19, 2025
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Energy & Trade Wars Are Rewriting the World Order | Helen Thompson
Sep 17, 2025
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The Data Is Screaming Two-Speed Economy | Weekly Roundup
Sep 12, 2025
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Former Barclays CEO’s Big Bet on Hyperliquid’s Explosive Growth | Bob Diamond & David Schamis
Sep 10, 2025
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The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup
Sep 5, 2025
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Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk
Sep 3, 2025
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The Post-Summer Market Rotation is Here | Weekly Roundup
Aug 29, 2025
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Trump’s Tariffs Could Stall Growth Before 2026 Surge | Alfonso Peccatiello
Aug 27, 2025
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Will Powell’s Jackson Hole Speech Break Markets? | Weekly Roundup
Aug 21, 2025
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Crypto Credit Markets Will Rewrite Risk Management | David Grider
Aug 20, 2025
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Markets Are Underestimating the Risk of a 10–15% Correction | Weekly Roundup
Aug 15, 2025
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Should We Be Worried About Jobs Report Revisions? | Guy Berger
Aug 13, 2025
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The Financial Repression Endgame | Weekly Roundup
Aug 8, 2025
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Markets Haven’t Priced In The End of Fiscal Tailwinds | Andy Constan
Aug 6, 2025
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Will Market Euphoria Cool Off In August? | Weekly Round-Up
Aug 1, 2025
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Breaking Down The FOMC Meeting with Joseph Wang, Brent Donnelly & Bob Elliot
Jul 30, 2025
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The Fed Is Fueling A New Inflation Wave | Danny Dayan
Jul 30, 2025
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Welcome to Peak Monetary Policy Theater | Weekly Roundup
Jul 26, 2025
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Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig
Jul 25, 2025
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The Great Ponzi-fication Of Markets | Weekly Roundup
Jul 18, 2025
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We’re Entering The Final Phase Of Fiscal Dominance | David Beckworth
Jul 16, 2025
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The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel
Jul 9, 2025
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Unpacking The Crypto Treasury Meta
Jul 4, 2025
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All Roads Lead To Debasement | Weekly Roundup
Jul 4, 2025
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Bringing The Long Tail Of Markets Onchain
Jul 2, 2025
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The Stablecoin Future, Macro Moves & Big Tech Embracing Crypto | Permissionless IV Recap
Jun 30, 2025
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The Fed’s New Mandate Is Financing The Deficit | Weekly Roundup
Jun 27, 2025
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DeFi Lending Will Eat Wall Street By 2030 | Sidney Powell
Jun 25, 2025
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The Fed Is Still Choosing to Be “Late” On Rate Cuts | Weekly Roundup
Jun 20, 2025
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Empire | Introducing the Token Transparency Framework
Jun 18, 2025
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Market Infrastructure Is Being Rebuilt on Blockchain | Vishal Gupta
Jun 18, 2025
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The Unwinding Of The Global U.S Dollar Trade | Weekly Roundup
Jun 14, 2025
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Former Fed Official & Stablecoin Expert On The Future Of Money | Robert Bench
Jun 11, 2025
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The Trump–Elon Fallout Proves Nothing Stops The Spending Train | Weekly Roundup
Jun 6, 2025
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The New Regime People Don’t Want To Accept | Jim Bianco
Jun 4, 2025
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Trump’s Tariff War Gets Sidelined By The Courts | Weekly Roundup
May 30, 2025
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The US Economy Is About To Take Off And Bring Stocks With It | David Cervantes
May 28, 2025
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America’s Debt Spiral Is Accelerating | Weekly Roundup
May 23, 2025
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America Is Risking A Liz Truss Moment | Kevin Muir
May 21, 2025
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The Fiscal Spiral Has No Off Switch | Weekly Roundup
May 17, 2025
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The Next Big Trade Is Hiding In Plain Sight | Citrini
May 16, 2025
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China Trade Deal Doesn't Change Where We're Headed | Luke Gromen
May 14, 2025
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The Fed's Strategy Is To Be Late | Weekly Roundup
May 9, 2025
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Supply Chain Expert Breaks Down The Fallout From Trump’s Trade War | Craig Fuller
May 8, 2025
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The Die Is Cast For A 2025 Recession | Neil Dutta
May 7, 2025
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The Strong Data Is A Mirage | Weekly Roundup
May 2, 2025
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Tariffs Are Reversing U.S Dollar Capital Flows | Bob Elliott
Apr 30, 2025
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Inflation Expectations Are Already Unanchored | Weekly Roundup
Apr 25, 2025
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The System Is Too Levered To Take Real Pain | Arthur Hayes
Apr 23, 2025
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US Assets Are Dead Money Without A Policy Shift | Weekly Roundup
Apr 18, 2025
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Why Systematic Macro Outperforms Discretionary | Market Radar
Apr 17, 2025
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BOTTOM IS IN, Says Trader Who Predicted The Crash | Mel Mattison
Apr 16, 2025
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The Biggest Market Crash Since 2020, What Next?
Apr 14, 2025
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The Trump Put Is In The Bond Market | Weekly Roundup
Apr 11, 2025
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Trump Is “Kitchen Sinking” The US Economy | Darius Dale
Apr 9, 2025
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This Is What Capitulation Feels Like | Weekly Roundup
Apr 4, 2025
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Liquidity Is Breaking And The Economy Is Next | Michael Howell
Apr 2, 2025
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Why Institutions Are Betting On Tokenization | LIVE Panel From DAS
Mar 28, 2025
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The Death Of American Exceptionalism? | Le Shrub
Mar 26, 2025
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The Secret To Maintaining Dollar Dominance | Joseph Wang & Austin Campbell LIVE @ DAS
Mar 25, 2025
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How To Position For 2025 | Jonah Van Bourg & Avi Felman LIVE from DAS
Mar 24, 2025
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The Fed & Treasury Aren’t Backing Down | Weekly Roundup LIVE @ DAS
Mar 21, 2025
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The U.S. Debt Crisis: Why Growth Is the Only Solution | Mohamed El-Erian Pt. 2 LIVE @ DAS
Mar 20, 2025
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Stablecoins Are The Next Big Buyer Of US Debt | Matt Hougan LIVE @ DAS
Mar 19, 2025
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Be Careful Buying The Dip Here | Weekly Roundup
Mar 14, 2025
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The Bottom Is In For Yields, NOT Equities | Vincent Deluard
Mar 12, 2025
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Bearish Sentiment Is Overblown | Weekly Roundup
Mar 8, 2025
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The US is Risking Stagflation | Mohamed El-Erian
Mar 7, 2025
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The Market Is OVERREACTING to Policy Uncertainty | Jeff deGraaf
Mar 5, 2025
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The Market Leads The Economy—And It’s Heading Down | Weekly Roundup
Feb 28, 2025
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The Fed's Balance Sheet Plans Are Kryptonite For Risk Assets | Andy Constan
Feb 26, 2025
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Unpacking The Fed & Treasury’s Master Plan | Weekly Roundup
Feb 21, 2025
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Volatility Hedge Fund Manager Unpacks Derivatives Misconceptions | Benn Eifert
Feb 20, 2025
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Is Trump Actually Good For Markets? | Weekly Roundup
Feb 14, 2025
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The Credit Cycle Is Just Getting Started | Andreas Steno Larsen
Feb 12, 2025
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Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup
Feb 7, 2025
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The U.S. Job Market Is On The Brink | Danielle DiMartino Booth
Feb 5, 2025
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Trading Crypto's Weekend Meltdown | 1000x
Feb 4, 2025
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Positioning For Trump's Policy Flip Flops | Weekly Roundup
Jan 31, 2025
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What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell
Jan 29, 2025
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Trump Vs The Fed: The Battle Over Rates, Growth, & Inflation | Weekly Roundup
Jan 24, 2025
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Why FX Volatility Will Dominate Markets In 2025 | Brent Donnelly
Jan 22, 2025
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CPI, Yields, & The Growth Debate | Weekly Roundup
Jan 17, 2025
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What A Growth Scare Means For The Fed & Markets | Warren Pies
Jan 15, 2025
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Global Yields Nearing A Breaking Point | Weekly Roundup
Jan 10, 2025
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FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann
Jan 8, 2025
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Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews
Jan 8, 2025
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How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP
Dec 28, 2024
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Debating The Impact Of A Bitcoin Strategic Reserve | Travis Kling
Dec 23, 2024
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Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup
Dec 21, 2024
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This Is Peak Hawkishness From The Fed | Joseph Wang
Dec 18, 2024
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How Long Can The Goldilocks Market Last? | Weekly Roundup
Dec 14, 2024
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Rethinking Rate Cuts: Are We Fueling Inflation Or Controlling It? | Warren Mosler
Dec 12, 2024
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The Post-Payrolls Debate: Growth, Inflation, And Rate Cuts | Weekly Roundup
Dec 7, 2024
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Is The U.S. Entering A Golden Age Of Capitalism? | Dan Tapiero
Dec 4, 2024
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Why The Fed Rate Cuts Were A Mistake | Michael Kao
Nov 25, 2024
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Mastering Risk Management In A Rotational Market | Weekly Roundup
Nov 23, 2024
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Exercising Caution Amid Market Euphoria | Weekly Roundup
Nov 16, 2024
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Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran
Nov 13, 2024
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The Stock Market Melt Up Is About To Accelerate | George Robertson
Nov 12, 2024
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Positioning For The New Post-Election Market Regime | Weekly Roundup
Nov 9, 2024
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Biggest Takeaways From The Fed Interest Rate Decision | Bob Elliot
Nov 8, 2024
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Unpacking The Election’s Impact On Markets | Cem Karsan
Nov 6, 2024
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Why The Macro Is Still Bullish Liquidity | Weekly Roundup
Nov 2, 2024
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Where Are We In The Bull Market? | Jurrien Timmer
Oct 29, 2024
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Is It Too Late To Buy Election Hedges? | Weekly Roundup
Oct 26, 2024
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Breaking Down The Current Business Cycle | Eric Basmajian
Oct 22, 2024
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Debating The Election’s Impact On Markets | Weekly Roundup
Oct 19, 2024
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The Bull Market Is Broadening | Tony Greer
Oct 16, 2024
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What is Macro Telling Us? | Weekly Roundup
Oct 12, 2024
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LIVE From Permissionless | Forward Guidance & 1000x Collab Stream
Oct 9, 2024
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Stellar Jobs Report Sends Recession Odds Spiraling | Weekly Roundup
Oct 5, 2024
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Where The Next Big Bond Trade Is Hiding | Harley Bassman
Oct 2, 2024
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China's Liquidity Impulse, A Turning Point For Markets | Weekly Roundup
Sep 27, 2024
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Slowing But Growing: Why The U.S. Isn’t Headed For Recession | Prometheus Research
Sep 24, 2024
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What The Latest Fed Decision Means For Markets | Weekly Roundup
Sep 24, 2024
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Fed Is Easing Into Major Regime Shift | Darius Dale
Sep 17, 2024
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Richard Koo: China’s “Balance Sheet Recession” Has Already Started | (Jack’s Final Episode)
Sep 13, 2024
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CDO Whisperer Brett Jefferson on Securitization Markets and TruPS CDO Relics
Sep 12, 2024
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Structured Credit Maven Laila Kollmorgen on CLO’s Rally and Opportunity To Differentiate As Fundamentals Soften and Prices Climb | VanEck Fireside Chat #6
Sep 11, 2024
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Bitcoin's Path To $3 Million Dollars | Matthew Sigel
Sep 10, 2024
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Gold Stocks Are Undervalued | Imaru Casanova (VanEck Fireside Chat #4)
Sep 6, 2024
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There Will Be No Recession | Jonny Mathews
Sep 5, 2024
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The Labor Market Is Cooling | Talmon Smith & Jack Farley (Driving Back from Camp Kotok)
Sep 5, 2024
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India Is The Most Promising Emerging Market | Angus Shillington
Aug 29, 2024
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Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz
Aug 27, 2024
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Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession
Aug 26, 2024
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How the Dollar Will Be Gradually Eroded by Emerging Market Currencies | Eric Fine & Natalia Gurushina (VanEck Fireside Chat)
Aug 22, 2024
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The Strategies & Risks In Quant Trading | Mike Harris
Aug 19, 2024
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Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market
Aug 12, 2024
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The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trade, and the Exaggerated Rumors of the Dollar’s Demise
Aug 8, 2024
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The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol, and How He’s Trading VIX Spike & Stock Market Crash
Aug 5, 2024
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Mike Green: Passive Stock Market Edifice Put To The Test As Recession A Near Certainty
Aug 2, 2024
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Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election
Aug 1, 2024
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Why Credit Conditions Have Actually Eased Over Past Year | Oaktree’s Wayne Dahl on High-Yield Bonds, Leveraged Loans, Private Credit, and the Recession Yet To Arrive
Jul 29, 2024
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Tommy Thornton: Tech Stocks Are In A Bubble
Jul 28, 2024
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How U.S. Treasury Is Fighting The Fed | Nouriel Roubini & Stephen Miran on Treasury’s $800 Billion of “Stealth QE” via “Activist Treasury Issuance” (ATI)
Jul 23, 2024
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Banks Are Cleaning House Of Their Bad Assets | Chris Whalen
Jul 22, 2024
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China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle
Jul 18, 2024
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Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle
Jul 15, 2024
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Airline Revenues Are Soaring. Their Profits Are Not | Planes And Trains Expert Jay Shabat on Depressed Railroad Volumes And Global Air Traffic
Jul 11, 2024
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Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg
Jul 8, 2024
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BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans
Jul 2, 2024
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“Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later
Jun 27, 2024
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Oil & Crypto Trader Jonah van Bourg: Altcoins Going to Zero, Bitcoin Bull Move Is Just Getting Started, and Oil Vol Is Overpriced
Jun 25, 2024
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The Next Big Thing In Capital Markets | David Goone
Jun 24, 2024
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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
Jun 20, 2024
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Citrini on 2024 Election Portfolio Construction And AI “Mania”
Jun 18, 2024
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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
Jun 17, 2024
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Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market
Jun 13, 2024
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“Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy
Jun 12, 2024
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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
Jun 10, 2024
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Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)
Jun 6, 2024
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The Modular Integration Spectrum | Keone & Zon
Jun 5, 2024
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Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered
Jun 4, 2024
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The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup
Jun 1, 2024
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Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)
May 31, 2024
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Jack Ryan on The Housing Cartel That's Stifling The American Economy
May 30, 2024
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In This Economy? | Kyla Scanlon
May 30, 2024
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James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World
May 23, 2024
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Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes
May 20, 2024
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Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors
May 16, 2024
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Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker
May 14, 2024
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Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case
May 9, 2024
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Andy Constan: The Bond Market Will Take The Stock Market Down With It
May 6, 2024
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Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle
May 2, 2024
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Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024
May 1, 2024
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The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund
Apr 30, 2024
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The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman
Apr 25, 2024
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Can The U.S Handle High Interest Rates Past 2024? | Ben Miller
Apr 22, 2024
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Chris Whalen: “Higher For Longer” Interest Rate Regime Is Bad For Banks
Apr 21, 2024
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The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market
Apr 18, 2024
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Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong
Apr 15, 2024
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The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield”
Apr 8, 2024
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Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold
Apr 4, 2024
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The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks
Apr 1, 2024
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Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”
Mar 29, 2024
Summary coming soon
Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)
Mar 28, 2024
Summary coming soon
Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation
Mar 26, 2024
Summary coming soon
Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank)
Mar 18, 2024
Summary coming soon
Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock
Mar 14, 2024
Summary coming soon
Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle
Mar 12, 2024
Summary coming soon
The Fate Of The Fed's Balance Sheet | Lou Crandall & Joseph Wang on Draining of Reverse Repo (RRP) Facility, Timeline of QT Taper, and 2024 Tax Refund Data
Mar 8, 2024
Summary coming soon
The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed
Mar 7, 2024
Summary coming soon
Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929
Mar 4, 2024
Summary coming soon
Remi Tetot on AI, Crypto, and Uranium
Mar 3, 2024
Summary coming soon
Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing
Feb 29, 2024
Summary coming soon
Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness
Feb 27, 2024
Summary coming soon
Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China
Feb 26, 2024
Summary coming soon
Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank
Feb 23, 2024
Summary coming soon
Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility
Feb 22, 2024
Summary coming soon
Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts
Feb 21, 2024
Summary coming soon
Secrets of Small Cap Value Investing | Kyle Mowery
Feb 19, 2024
Summary coming soon
The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba
Feb 16, 2024
Summary coming soon
Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)
Feb 13, 2024
Summary coming soon
Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank
Feb 13, 2024
Summary coming soon
China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever
Feb 9, 2024
Summary coming soon
Citrini: The Next Phase of The Stock Market's AI-Obsession
Feb 7, 2024
Summary coming soon
Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities
Feb 5, 2024
Summary coming soon
Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley
Feb 1, 2024
Summary coming soon
U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey
Jan 29, 2024
Summary coming soon
Chris Whalen: Commercial Real Estate "Trainwreck” Will Hit Banking System, Consumer Credit Is Normalizing, and Interest Rate Cuts Won’t Do Much To Help Banks
Jan 26, 2024
Summary coming soon
David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba
Jan 25, 2024
Summary coming soon
Neil Dutta: Why There Was No Recession In 2023
Jan 22, 2024
Summary coming soon
Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy
Jan 18, 2024
Summary coming soon
Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor
Jan 16, 2024
Summary coming soon
Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported
Jan 16, 2024
Summary coming soon
Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High
Jan 14, 2024
Summary coming soon
Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening
Jan 13, 2024
Summary coming soon
Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing?
Jan 11, 2024
Summary coming soon
Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation
Jan 8, 2024
Summary coming soon
Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades
Jan 5, 2024
Summary coming soon
Dispatches From India | Andrei Stetsenko, Partner at Farley Capital
Jan 4, 2024
Summary coming soon
Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust
Jan 2, 2024
Summary coming soon
The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian
Dec 30, 2023
Summary coming soon
Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans
Dec 25, 2023
Summary coming soon
Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par
Dec 21, 2023
Summary coming soon
Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades
Dec 19, 2023
Summary coming soon
Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans
Dec 12, 2023
Summary coming soon
The Banking System Is Healing | Dan Siciliano & Michael Ericson
Dec 11, 2023
Summary coming soon
Felix Zulauf: The End Of The Liquidity Cycle Approaches
Dec 7, 2023
Summary coming soon
Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies
Dec 4, 2023
Summary coming soon
Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg
Dec 1, 2023
Summary coming soon
Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact
Nov 29, 2023
Summary coming soon
Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued
Nov 24, 2023
Summary coming soon
The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman
Nov 21, 2023
Summary coming soon
Jason Shapiro: It’s Too Early To Get Long Bonds
Nov 16, 2023
Summary coming soon
George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal Supremacy Will Drive Stocks To “Ponzi Stage”
Nov 13, 2023
Summary coming soon
The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps
Nov 10, 2023
Summary coming soon
Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
Nov 9, 2023
Summary coming soon
The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli
Nov 6, 2023
Summary coming soon
Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds
Nov 3, 2023
Summary coming soon
Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)
Nov 1, 2023
Summary coming soon
“We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk
Oct 30, 2023
Summary coming soon
Does Historic Cheapness Of Agency Mortgage-Backed Securities (MBS) Indicate Funding Stress? Dave Goodson, Professor Jeremy Siegel, Jeremy Schwartz, and Jack Farley
Oct 29, 2023
Summary coming soon
Sam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of The Century
Oct 27, 2023
Summary coming soon
Duration Remains Unattractive, Says Veteran High Yield Bond Investor
Oct 26, 2023
Summary coming soon
A Deep Dive On China's Financial System | Aidan Garrib
Oct 23, 2023
Summary coming soon
Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and the Boundaries Of Debt-Fueled Economic Growth
Oct 20, 2023
Summary coming soon
John Toohig & Nate Stovall: Bank Loan Market Is “Very Frozen”
Oct 18, 2023
Summary coming soon
Chris Whalen: Banking System On “Knife’s Edge” As Fed “May Destroy The World”
Oct 17, 2023
Summary coming soon
The Future Of Financial Repression | Helen Thompson on Energy, Capital Controls, and the Federal Reserve
Oct 16, 2023
Summary coming soon
Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024
Oct 12, 2023
Summary coming soon
Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes
Oct 9, 2023
Summary coming soon
Lyn Alden: The Monetary Order Is Broken
Oct 5, 2023
Summary coming soon
The Great Bond Bear Steepening | Alfonso Peccatiello
Oct 3, 2023
Summary coming soon
Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent
Sep 28, 2023
Summary coming soon
GameStop, Citadel, And The Fleecing Of Small Investors | Spencer Jakab
Sep 26, 2023
Summary coming soon
Former CFTC Commissioner Brian Quintenz On Crypto Regulation
Sep 25, 2023
Summary coming soon
The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson
Sep 23, 2023
Summary coming soon
Danielle DiMartino Booth: Jay Powell Just “Went Way Off Script” At September Fed Meeting
Sep 20, 2023
Summary coming soon
SEC Commissioner Hester Peirce on Regulation In Crypto, SPACs, and Money Market Funds
Sep 20, 2023
Summary coming soon
Jim Bianco, Mark Yusko, & Jurrien Timmer on Real Interest Rates, Banking System, and Crypto (Panel at Permissionless 2023)
Sep 18, 2023
Summary coming soon
Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview)
Sep 17, 2023
Summary coming soon
Jim Bianco: No Recession, No Landing
Sep 15, 2023
Summary coming soon
Andrew Beer: Hedge Funds Charge Way, Way Too Much
Sep 14, 2023
Summary coming soon
Eric Basmajian: Why The U.S. Economy Hasn’t Entered Recession Yet (And Why He Is Confident It Will Soon)
Sep 12, 2023
Summary coming soon
Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast)
Sep 12, 2023
Summary coming soon
Milton Berg: The Stock Market Is In Trouble
Sep 8, 2023
Summary coming soon
Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro
Sep 6, 2023
Summary coming soon
"Credit Shock" In Commercial Real Estate | John Toohig, Victor Calanog, and Thomas LaSalvia
Sep 5, 2023
Summary coming soon
David Rosenberg: A Recession Is Coming In The Next 6 Months
Aug 31, 2023
Summary coming soon
Vincent Deluard: The “Magic Money” That Prevented Recession Is About To Disappear
Aug 29, 2023
Summary coming soon
Business Cycle Slowdown Will Intensify Into Recession | Mike Singleton
Aug 28, 2023
Summary coming soon
ESG: The 40 Trillion Dollar Bubble | Mark Neuman
Aug 25, 2023
Summary coming soon
The Next Chapter in Emerging Markets Investing | Marshall Stocker, Co-Head of Emerging Markets, Morgan Stanley
Aug 24, 2023
Summary coming soon
Government Debt Crisis Has Hit U.S. Banks | Bill Isaac, Former FDIC Chair
Aug 22, 2023
Summary coming soon
The Banking System's Guardian Angel You've Never Heard Of | Michael Ericson & Dan Siciliano on Federal Home Loan Banks
Aug 18, 2023
Summary coming soon
Ivy Zelman: Housing Market Downturn Isn't Over
Aug 15, 2023
Summary coming soon
Fitch's U.S Debt Downgrade Was Justified | Danielle DiMartino Booth
Aug 13, 2023
Summary coming soon
Rate Cuts May Not End Fed's Quantitative Tightening | Former Atlanta Fed President Dennis Lockhart
Aug 12, 2023
Summary coming soon
Inside Camp Kotok | David Kotok on “Disastrous and Debilitating” Effect Of Debt Ceiling on Bond Markets
Aug 11, 2023
Summary coming soon
Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller
Aug 11, 2023
Summary coming soon
The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)
Aug 10, 2023
Summary coming soon
The Sovereign Debt Spiral | James Lavish
Aug 1, 2023
Summary coming soon
The Great Liquidity Debate | Michael Howell & Andy Constan
Jul 27, 2023
Summary coming soon
Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting
Jul 26, 2023
Summary coming soon
Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply
Jul 24, 2023
Summary coming soon
It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley
Jul 22, 2023
Summary coming soon
Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map”
Jul 21, 2023
Summary coming soon
OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil
Jul 18, 2023
Summary coming soon
The Recession Paradox | Alfonso Peccatiello
Jul 16, 2023
Summary coming soon
The Laws Of Quantitative Investing | Michael Robbins
Jul 13, 2023
Summary coming soon
The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly
Jul 11, 2023
Summary coming soon
Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System
Jul 10, 2023
Summary coming soon
Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains
Jul 9, 2023
Summary coming soon
The Price of Time | Edward Chancellor & Joseph Wang
Jul 6, 2023
Summary coming soon
The Little-Known Entity That’s Lent Over $1 Trillion To U.S. Banks (10x The Fed!) | Professor Kathryn Judge on The Federal Home Loan Bank (FHLB) System
Jul 3, 2023
Summary coming soon
What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"
Jul 2, 2023
Summary coming soon
Will The Fed Get Their Soft Landing? | Weekly Round Up
Jul 1, 2023
Summary coming soon
Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth
Jun 30, 2023
Summary coming soon
The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR
Jun 26, 2023
Summary coming soon
The Shiny New Derivative That’s Taken Over Wall Street | Kris Sidial on Zero Day To Expiration (0DTE) Options & Tail Risk During A Volatility Bear Market
Jun 25, 2023
Summary coming soon
Return Of The Bull Market? | On The Margin Round Up
Jun 24, 2023
Summary coming soon
Michael Howell: "QE Is Coming Back, Big Time"
Jun 22, 2023
Summary coming soon
SPACs Are Bonds, Actually | Louis Camhi
Jun 19, 2023
Summary coming soon
Jay Powell’s Plan To Kill The “Fed Put” | Danielle DiMartino Booth
Jun 15, 2023
Summary coming soon
Did The Fed Just Back Down? | Joseph Wang & Michael Ippolito
Jun 14, 2023
Summary coming soon
Higher For Longer | Robert Kaplan, Former Dallas Fed President & CEO
Jun 12, 2023
Summary coming soon
The Holy Grail of Macro Investing | Eric Crittenden
Jun 12, 2023
Summary coming soon
The Music Is About To Stop: John Toohig & Randy Woodward on Bank Lending, Deflation, and Secondary Loan Liquidity
Jun 9, 2023
Summary coming soon
Artificial Intelligence Bubble Has Only Just Begun, Says Citrini7, World's Hottest A.I. Stockpicker
Jun 7, 2023
Summary coming soon
Coinbase Sued By SEC | Casey Wagner
Jun 6, 2023
Summary coming soon
The Fed Put Still Lives | Vincent Daniel
Jun 6, 2023
Summary coming soon
Joseph Wang & Alex Etra: Trillion-Dollar Liquidity Drain Imminent
Jun 6, 2023
Summary coming soon
Rate Hikes Are Inflationary, Says Warren Mosler, Godfather of Modern Monetary Theory (MMT)
Jun 1, 2023
Summary coming soon
The Debt Ceiling Approaches | Joseph Wang & Dominique Dwor-Frecaut
May 28, 2023
Summary coming soon
Long Stocks, Long Dollar, Short Gold | Jason Shapiro
May 26, 2023
Summary coming soon
Bull Market In Oil Is Over (For Now) | Paul Sankey
May 22, 2023
Summary coming soon
The Return Of Bank Runs | Sheila Bair, Former FDIC Chair
May 19, 2023
Summary coming soon
Nicholas Glinsman on Banks, Commercial Real Estate, and China
May 18, 2023
Summary coming soon
The Fed's Playbook for Fighting Bank Panics, Now vs. The Great Depression | Dr. Jane Knodell
May 15, 2023
Summary coming soon
Why Bank Money Is “Disappearing” | Patrick Perret-Green
May 12, 2023
Summary coming soon
Why The U.S. Dollar Could Fall Even In A Recession | Jens Nordvig
May 11, 2023
Summary coming soon
Michael Pettis: China's Economic Growth Model Is Dying
May 8, 2023
Summary coming soon
The Fed’s "Controlled Demolition" of The Financial System | Danielle DiMartino Booth
May 4, 2023
Summary coming soon
Nick Timiraos: The Fed Doesn't Want Bank Failures In The News
May 4, 2023
Summary coming soon
Fed Downplays Bank Crisis As Another Bank Teeters | Jim Bianco
May 3, 2023
Summary coming soon
A Wild Ride In The Oil Market | Josh Young
May 2, 2023
Summary coming soon
The Failure of First Republic Bank | Chris Whalen & Randy Woodward
May 1, 2023
Summary coming soon
Dr. Perry Mehrling on The Dollar Standard, Globalization of Shadow Banking, and Charles Kindleberger
May 1, 2023
Summary coming soon
Jared Dillian: Sentiment Is Still Really, Really Bad
Apr 27, 2023
Summary coming soon
Nathan Tankus on The "Pozsar Moment" In Shadow Banking
Apr 25, 2023
Summary coming soon
Jeff Snider: The Credit Crunch Is Here As Ultra Rare Bond Market Signal Flashes Red For First Time Since 2008
Apr 24, 2023
Summary coming soon
An Update On The "March Banking Panic" | Weekly Round Up
Apr 22, 2023
Summary coming soon
Brent Johnson on Why The De-Dollarization Narrative Is Overhyped
Apr 21, 2023
Summary coming soon
Do Banks Have Enough Capital? | Dr. Martien Lubberink
Apr 20, 2023
Summary coming soon
Money Supply Is Falling By Most Since Great Depression | Danielle DiMartino Booth
Apr 18, 2023
Summary coming soon
PIMCO’s Cash King On Liquidity, Repo, Debt Ceiling, And Yield Curve Inversion | Jerome Schneider
Apr 17, 2023
Summary coming soon
Key Principles For Successful Trading | Simon Ree
Apr 17, 2023
Summary coming soon
Chris Whalen on Big Bank Earnings and the Return of Credit Risk
Apr 14, 2023
Summary coming soon
The Commercial Real Estate Default Cycle Has Only Just Begun | Dan McNamara
Apr 12, 2023
Summary coming soon
Lou Crandall & Joseph Wang: A Monetary Plumbing Masterclass
Apr 10, 2023
Summary coming soon
A Recession Is “Somewhat Unavoidable,” Says Liz Ann Sonders
Apr 6, 2023
Summary coming soon
The Next Chapter In Interest Rate History | Dr. Richard Sylla
Apr 5, 2023
Summary coming soon
The Bank Panic Is Already Over (Here’s Why) | John Maxfield
Apr 4, 2023
Summary coming soon
Peter Stella & Joseph Wang on Debt Death Spirals, Monetarism, and The Fiscal Theory Of The Price Level
Apr 3, 2023
Summary coming soon
Commercial Real Estate Is In Serious Trouble | Nick Halaris
Mar 30, 2023
Summary coming soon
Former Central Banker on China, Global Discord, and Financial Stability | Sir Paul Tucker
Mar 27, 2023
Summary coming soon
The Next Phase Of The Banking Crisis | Joseph Wang & Randy Woodward
Mar 23, 2023
Summary coming soon
Michael Howell: Can The Fed Keep Raising Rates During A Banking Crisis? | Michael Howell
Mar 22, 2023
Summary coming soon
Something Systemic Has Happened | Daniel Neilson
Mar 21, 2023
Summary coming soon
Marc Cohodes: The Stock Market Is Not A Game
Mar 20, 2023
Summary coming soon
The Banks Didn’t Hedge Enough | Mustafa Chowdhury
Mar 19, 2023
Summary coming soon
This is NOT 2008 | Harris Kupperman
Mar 17, 2023
Summary coming soon
Governor Kuroda: The Decade’s Most Consequential Central Banker
Mar 16, 2023
Summary coming soon
Lyn Alden: Bank Runs And The Financial Repression End Game | Lyn Alden
Mar 15, 2023
Summary coming soon
Michael Kao: Bank Bailout Allows The Fed To Tighten Even More
Mar 14, 2023
Summary coming soon
The Bank Bailout Will Create Moral Hazard | Joseph Wang & Stephen Miran
Mar 13, 2023
Summary coming soon
The Bank Crisis Is "Overblown" | Joseph Wang
Mar 13, 2023
Summary coming soon
Danielle DiMartino Booth: A Banking Panic Makes The Fed’s Job More Difficult
Mar 13, 2023
Summary coming soon
“Crazy Things” Are Happening In The Japanese Bond Market | Weston Nakamura
Mar 11, 2023
Summary coming soon
Chris Whalen: The Fed Is To Blame For The Collapse of Silicon Valley Bank
Mar 10, 2023
Summary coming soon
Does Powell Mean Business? | David Hay
Mar 9, 2023
Summary coming soon
The Case For Bonds | Alfonso Peccatiello
Mar 6, 2023
Summary coming soon
Breaking Down Warren Buffett's 2023 Shareholder Letter | Yun Li
Mar 4, 2023
Summary coming soon
Navigating A "Structural Shift" In Markets | Joseph Wang & Martin Pelletier
Mar 3, 2023
Summary coming soon
Mike Green: Recession Approaches As Housing & Car Markets Weaken
Mar 2, 2023
Summary coming soon
Restrictions On Investments Into China Are Imminent | Harald Malmgren & Nicholas Glinsman
Feb 27, 2023
Summary coming soon
Doomberg & Steve Keen: The Green New Deal and Energy Security
Feb 23, 2023
Summary coming soon
The Soft Landing Will Be Transitory | Bob Elliott & Andy Constan
Feb 20, 2023
Summary coming soon
Learning From Financial Crises | Joseph Wang & Steven Kelly
Feb 16, 2023
Summary coming soon
Michael Howell: Liquidity Is Back
Feb 13, 2023
Summary coming soon
Bear Market Not Over, Says Veteran Trader Who Made 163% Return in 2022 | Neal Berger
Feb 9, 2023
Summary coming soon
The Bond Market Is Wrong | Joseph Wang & Dominique Dwor-Frecaut
Feb 6, 2023
Summary coming soon
Central Bankers vs. The Bond Market | Roger Hirst
Feb 2, 2023
Summary coming soon
Jim Bianco on Fed Chair Powell's Reluctance To Discipline The Bulls (February 2023 FOMC)
Feb 1, 2023
Summary coming soon
What This Fed Watcher Is On The Lookout For | Colby Smith (February 2023 FOMC)
Jan 31, 2023
Summary coming soon
Earnings Season Is Strong (So Far) | Sam Burns
Jan 31, 2023
Summary coming soon
The Bear Market Ended Months Ago, Says Master of Turning Points | Milton Berg
Jan 26, 2023
Summary coming soon
Dusting Off The Recession Playbook | Tian Yang
Jan 23, 2023
Summary coming soon
“Transitory Goldilocks” Is Here | Darius Dale
Jan 19, 2023
Summary coming soon
Bank of Japan Widow-Makes Once Again | Weston Nakamura
Jan 18, 2023
Summary coming soon
The Soft Landing “Blue Pill” Is Overpriced | Andy Constan
Jan 16, 2023
Summary coming soon
The Big Bank Deep Dive | Alex Gray
Jan 13, 2023
Summary coming soon
Will The Fed Get Their Soft Landing? | Jeff Snider & Bob Elliott
Jan 12, 2023
Summary coming soon
Jacob Shapiro on Russia, Ukraine, and China
Jan 10, 2023
Summary coming soon
The Era of American Stock Dominance Is Over | Kevin Muir
Jan 9, 2023
Summary coming soon
Crypto’s 2023 “Health Check” | Vance Spencer
Jan 6, 2023
Summary coming soon
“Nightmare Scenario” For The Fed | Felix Jauvin
Jan 5, 2023
Summary coming soon
A Masterclass In Central Banking | Professor Jane Knodell
Jan 2, 2023
Summary coming soon
All You Ever Wanted To Know About Interest Rates | DC Analyst
Dec 29, 2022
Summary coming soon
Do The Crime, Do The Time | Coy Garrison, Alan Cohn & Jason Weinstein
Dec 27, 2022
Summary coming soon
The Fed Will Tighten "As Far As They Can" Into 2023 | Joseph Wang & George Goncalves
Dec 26, 2022
Summary coming soon
Are Bubbles Necessary? I Ronit Ghose
Dec 23, 2022
Summary coming soon
Private Markets To Implode As Fed Hikes to 7% | Bilal Hafeez
Dec 22, 2022
Summary coming soon
Bank of Japan’s Capitulation Perturbs Global Bond Market | Weston Nakamura
Dec 20, 2022
Summary coming soon
The Technicals Are Bearish | Katie Stockton
Dec 19, 2022
Summary coming soon
China’s Economic House Of Cards | Kyle Bass & Nick Glinsman
Dec 16, 2022
Summary coming soon
Everything You Need To Know About The Fed’s Meeting | Danielle DiMartino Booth
Dec 12, 2022
Summary coming soon
Felix Zulauf: Credit Meltdown Will Force The Federal Reserve To Backtrack On Tight Money Policy
Dec 9, 2022
Summary coming soon
David Rubenstein, Billionaire Investor Who Hired Jay Powell, On What Makes A Great Investor
Dec 8, 2022
Summary coming soon
Cash Is King In Multi-Year Recessionary Bear Market | Chance Finucane
Dec 5, 2022
Summary coming soon
The Car Market Is Crashing | Paul Hodges
Dec 1, 2022
Summary coming soon
FTX and “The Money Noose”: Scott Skyrm On The Fall of MF Global
Nov 29, 2022
Summary coming soon
CeFi Crypto Contagion Is Just Getting Started, Says Analyst Who Predicted FTX's Fall
Nov 28, 2022
Summary coming soon
Liquidity In Crypto Is Declining | Scott Freeman
Nov 24, 2022
Summary coming soon
Learning From Market Tremors | Hari Krishnan
Nov 21, 2022
Summary coming soon
Joseph Wang & William White: Mammoth Interest Rate Hikes Are Causing Trouble In Sovereign Debt
Nov 17, 2022
Summary coming soon
Forced Retirement Selling May Disrupt Santa Rally | Zed Francis
Nov 14, 2022
Summary coming soon
Commodity Prices Are Due For A Severe Correction, Says Mike McGlone
Nov 10, 2022
Summary coming soon
There’s Just Not Enough Energy | Harris Kupperman & Porter Collins
Nov 9, 2022
Summary coming soon
Everything You Need To Know About Crypto's FTX-Driven Downturn | Matt Fiebach
Nov 8, 2022
Summary coming soon
The Economy Is Slowing Much Faster Than The Fed Thinks | Peter Tchir
Nov 7, 2022
Summary coming soon
The Chemicals Market Is Bearish – Stupendously Bearish | Paul Hodges
Nov 4, 2022
Summary coming soon
Jim Bianco & Joseph Wang on November Fed Meeting: Much Higher For Much Longer!
Nov 3, 2022
Summary coming soon
Joseph Wang & Nick Timiraos: What You Need To Know For The November Fed Meeting
Nov 1, 2022
Summary coming soon
Inflation Will Run Hot For The Rest Of The Decade, Says Vincent Deluard
Oct 31, 2022
Summary coming soon
IMPORTANT: Announcing Blockworks’ Latest Podcast, 0xResearch
Oct 28, 2022
Summary coming soon
The European Central Bank Goes On The Offensive | Daniel Neilson (LIVE)
Oct 28, 2022
Summary coming soon
Lyn Alden: The Bursting Of The Sovereign Bond Bubble
Oct 27, 2022
Summary coming soon
The Fed Won’t Rescue The Housing Market | Danielle DiMartino Booth
Oct 24, 2022
Summary coming soon
The Fed Blundered In 2008 —And It’s Blundering Now | Richard Field
Oct 20, 2022
Summary coming soon
Oil Will Dethrone The Fed (Here’s Why) | Harris Kupperman & Porter Collins
Oct 18, 2022
Summary coming soon
Banks Are Finally Making Money Again | Chris Whalen
Oct 17, 2022
Summary coming soon
George Noble: A 20-50% Market Crash Is Coming
Oct 13, 2022
Summary coming soon
The Bond Market Is Already Broken - Stocks and Housing Are Next | Harley Bassman & Joseph Wang
Oct 10, 2022
Summary coming soon
Learning From the Most Ruthless Robber Baron (Jay Gould) | Greg Steinmetz
Oct 6, 2022
Summary coming soon
Liquidity Spiral In The Bond Market Is Causing "Tremendous Stress" | Jim Bianco
Oct 3, 2022
Summary coming soon
Oil Will Trade Flat To Down Until Biden Backs Down & China Re-Opens | Rory Johnston
Sep 29, 2022
Summary coming soon
What Will Break First? | Joseph Wang & Peter Crane
Sep 26, 2022
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"I'm Surprised The Market's Not Down More" | Aswath Damodaran
Sep 22, 2022
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The Sovereign Debt Crisis Is Coming | Brent Johnson
Sep 20, 2022
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The Bear Market Has Only Just Begun | Ted Oakley
Sep 19, 2022
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The Energy Trade Has Gone Too Far | Jared Dillian
Sep 15, 2022
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False Dawn: Why The Rally Is Over | Andy Constan & Joseph Wang
Sep 13, 2022
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The Rise of "Legal Fraud" | Bethany McLean
Sep 12, 2022
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The Eurodollar Market Is “Dead,” Says Godfather of Financial Derivatives | Dr. Richard Sandor
Sep 8, 2022
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The Plumbing Of Global Finance Is Clogged | Joseph Wang & Daniel Neilson
Sep 5, 2022
Summary coming soon