All Episodes
Forward Guidance — 629 episodes · page 2 of 7
Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk
The Post-Summer Market Rotation is Here | Weekly Roundup
Trump’s Tariffs Could Stall Growth Before 2026 Surge | Alfonso Peccatiello
Will Powell’s Jackson Hole Speech Break Markets? | Weekly Roundup
Crypto Credit Markets Will Rewrite Risk Management | David Grider
Markets Are Underestimating the Risk of a 10–15% Correction | Weekly Roundup
Should We Be Worried About Jobs Report Revisions? | Guy Berger
The Financial Repression Endgame | Weekly Roundup
Markets Haven’t Priced In The End of Fiscal Tailwinds | Andy Constan
Will Market Euphoria Cool Off In August? | Weekly Round-Up
Breaking Down The FOMC Meeting with Joseph Wang, Brent Donnelly & Bob Elliot
The Fed Is Fueling A New Inflation Wave | Danny Dayan
Welcome to Peak Monetary Policy Theater | Weekly Roundup
Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig
The Great Ponzi-fication Of Markets | Weekly Roundup
We’re Entering The Final Phase Of Fiscal Dominance | David Beckworth
The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel
Unpacking The Crypto Treasury Meta
All Roads Lead To Debasement | Weekly Roundup
Bringing The Long Tail Of Markets Onchain
The Stablecoin Future, Macro Moves & Big Tech Embracing Crypto | Permissionless IV Recap
The Fed’s New Mandate Is Financing The Deficit | Weekly Roundup
DeFi Lending Will Eat Wall Street By 2030 | Sidney Powell
The Fed Is Still Choosing to Be “Late” On Rate Cuts | Weekly Roundup
Empire | Introducing the Token Transparency Framework
Market Infrastructure Is Being Rebuilt on Blockchain | Vishal Gupta
The Unwinding Of The Global U.S Dollar Trade | Weekly Roundup
Former Fed Official & Stablecoin Expert On The Future Of Money | Robert Bench
The Trump–Elon Fallout Proves Nothing Stops The Spending Train | Weekly Roundup
The New Regime People Don’t Want To Accept | Jim Bianco
Trump’s Tariff War Gets Sidelined By The Courts | Weekly Roundup
The US Economy Is About To Take Off And Bring Stocks With It | David Cervantes
America’s Debt Spiral Is Accelerating | Weekly Roundup
America Is Risking A Liz Truss Moment | Kevin Muir
The Fiscal Spiral Has No Off Switch | Weekly Roundup
The Next Big Trade Is Hiding In Plain Sight | Citrini
China Trade Deal Doesn't Change Where We're Headed | Luke Gromen
The Fed's Strategy Is To Be Late | Weekly Roundup
Supply Chain Expert Breaks Down The Fallout From Trump’s Trade War | Craig Fuller
The Die Is Cast For A 2025 Recession | Neil Dutta
The Strong Data Is A Mirage | Weekly Roundup
Tariffs Are Reversing U.S Dollar Capital Flows | Bob Elliott
Inflation Expectations Are Already Unanchored | Weekly Roundup
The System Is Too Levered To Take Real Pain | Arthur Hayes
US Assets Are Dead Money Without A Policy Shift | Weekly Roundup
Why Systematic Macro Outperforms Discretionary | Market Radar
BOTTOM IS IN, Says Trader Who Predicted The Crash | Mel Mattison
The Biggest Market Crash Since 2020, What Next?
The Trump Put Is In The Bond Market | Weekly Roundup
Trump Is “Kitchen Sinking” The US Economy | Darius Dale
This Is What Capitulation Feels Like | Weekly Roundup
Liquidity Is Breaking And The Economy Is Next | Michael Howell
Why Institutions Are Betting On Tokenization | LIVE Panel From DAS
The Death Of American Exceptionalism? | Le Shrub
The Secret To Maintaining Dollar Dominance | Joseph Wang & Austin Campbell LIVE @ DAS
How To Position For 2025 | Jonah Van Bourg & Avi Felman LIVE from DAS
The Fed & Treasury Aren’t Backing Down | Weekly Roundup LIVE @ DAS
The U.S. Debt Crisis: Why Growth Is the Only Solution | Mohamed El-Erian Pt. 2 LIVE @ DAS
Stablecoins Are The Next Big Buyer Of US Debt | Matt Hougan LIVE @ DAS
Be Careful Buying The Dip Here | Weekly Roundup
The Bottom Is In For Yields, NOT Equities | Vincent Deluard
Bearish Sentiment Is Overblown | Weekly Roundup
The US is Risking Stagflation | Mohamed El-Erian
The Market Is OVERREACTING to Policy Uncertainty | Jeff deGraaf
The Market Leads The Economy—And It’s Heading Down | Weekly Roundup
The Fed's Balance Sheet Plans Are Kryptonite For Risk Assets | Andy Constan
Unpacking The Fed & Treasury’s Master Plan | Weekly Roundup
Volatility Hedge Fund Manager Unpacks Derivatives Misconceptions | Benn Eifert
Is Trump Actually Good For Markets? | Weekly Roundup
The Credit Cycle Is Just Getting Started | Andreas Steno Larsen
Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup
The U.S. Job Market Is On The Brink | Danielle DiMartino Booth
Trading Crypto's Weekend Meltdown | 1000x
Positioning For Trump's Policy Flip Flops | Weekly Roundup
What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell
Trump Vs The Fed: The Battle Over Rates, Growth, & Inflation | Weekly Roundup
Why FX Volatility Will Dominate Markets In 2025 | Brent Donnelly
CPI, Yields, & The Growth Debate | Weekly Roundup
What A Growth Scare Means For The Fed & Markets | Warren Pies
Global Yields Nearing A Breaking Point | Weekly Roundup
FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann
Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews
How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP
Debating The Impact Of A Bitcoin Strategic Reserve | Travis Kling
Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup
This Is Peak Hawkishness From The Fed | Joseph Wang
How Long Can The Goldilocks Market Last? | Weekly Roundup
Rethinking Rate Cuts: Are We Fueling Inflation Or Controlling It? | Warren Mosler
The Post-Payrolls Debate: Growth, Inflation, And Rate Cuts | Weekly Roundup
Is The U.S. Entering A Golden Age Of Capitalism? | Dan Tapiero
Why The Fed Rate Cuts Were A Mistake | Michael Kao
Mastering Risk Management In A Rotational Market | Weekly Roundup
Exercising Caution Amid Market Euphoria | Weekly Roundup
Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran
The Stock Market Melt Up Is About To Accelerate | George Robertson
Positioning For The New Post-Election Market Regime | Weekly Roundup
Biggest Takeaways From The Fed Interest Rate Decision | Bob Elliot
Unpacking The Election’s Impact On Markets | Cem Karsan
Why The Macro Is Still Bullish Liquidity | Weekly Roundup
Where Are We In The Bull Market? | Jurrien Timmer