All Episodes
Forward Guidance — 629 episodes · page 5 of 7
Joseph Wang & Alex Etra: Trillion-Dollar Liquidity Drain Imminent
Rate Hikes Are Inflationary, Says Warren Mosler, Godfather of Modern Monetary Theory (MMT)
The Debt Ceiling Approaches | Joseph Wang & Dominique Dwor-Frecaut
Long Stocks, Long Dollar, Short Gold | Jason Shapiro
Bull Market In Oil Is Over (For Now) | Paul Sankey
The Return Of Bank Runs | Sheila Bair, Former FDIC Chair
Nicholas Glinsman on Banks, Commercial Real Estate, and China
The Fed's Playbook for Fighting Bank Panics, Now vs. The Great Depression | Dr. Jane Knodell
Why Bank Money Is “Disappearing” | Patrick Perret-Green
Why The U.S. Dollar Could Fall Even In A Recession | Jens Nordvig
Michael Pettis: China's Economic Growth Model Is Dying
The Fed’s "Controlled Demolition" of The Financial System | Danielle DiMartino Booth
Nick Timiraos: The Fed Doesn't Want Bank Failures In The News
Fed Downplays Bank Crisis As Another Bank Teeters | Jim Bianco
A Wild Ride In The Oil Market | Josh Young
The Failure of First Republic Bank | Chris Whalen & Randy Woodward
Dr. Perry Mehrling on The Dollar Standard, Globalization of Shadow Banking, and Charles Kindleberger
Jared Dillian: Sentiment Is Still Really, Really Bad
Nathan Tankus on The "Pozsar Moment" In Shadow Banking
Jeff Snider: The Credit Crunch Is Here As Ultra Rare Bond Market Signal Flashes Red For First Time Since 2008
An Update On The "March Banking Panic" | Weekly Round Up
Brent Johnson on Why The De-Dollarization Narrative Is Overhyped
Do Banks Have Enough Capital? | Dr. Martien Lubberink
Money Supply Is Falling By Most Since Great Depression | Danielle DiMartino Booth
PIMCO’s Cash King On Liquidity, Repo, Debt Ceiling, And Yield Curve Inversion | Jerome Schneider
Key Principles For Successful Trading | Simon Ree
Chris Whalen on Big Bank Earnings and the Return of Credit Risk
The Commercial Real Estate Default Cycle Has Only Just Begun | Dan McNamara
Lou Crandall & Joseph Wang: A Monetary Plumbing Masterclass
A Recession Is “Somewhat Unavoidable,” Says Liz Ann Sonders
The Next Chapter In Interest Rate History | Dr. Richard Sylla
The Bank Panic Is Already Over (Here’s Why) | John Maxfield
Peter Stella & Joseph Wang on Debt Death Spirals, Monetarism, and The Fiscal Theory Of The Price Level
Commercial Real Estate Is In Serious Trouble | Nick Halaris
Former Central Banker on China, Global Discord, and Financial Stability | Sir Paul Tucker
The Next Phase Of The Banking Crisis | Joseph Wang & Randy Woodward
Michael Howell: Can The Fed Keep Raising Rates During A Banking Crisis? | Michael Howell
Something Systemic Has Happened | Daniel Neilson
Marc Cohodes: The Stock Market Is Not A Game
The Banks Didn’t Hedge Enough | Mustafa Chowdhury
This is NOT 2008 | Harris Kupperman
Governor Kuroda: The Decade’s Most Consequential Central Banker
Lyn Alden: Bank Runs And The Financial Repression End Game | Lyn Alden
Michael Kao: Bank Bailout Allows The Fed To Tighten Even More
The Bank Bailout Will Create Moral Hazard | Joseph Wang & Stephen Miran
The Bank Crisis Is "Overblown" | Joseph Wang
Danielle DiMartino Booth: A Banking Panic Makes The Fed’s Job More Difficult
“Crazy Things” Are Happening In The Japanese Bond Market | Weston Nakamura
Chris Whalen: The Fed Is To Blame For The Collapse of Silicon Valley Bank
Does Powell Mean Business? | David Hay
The Case For Bonds | Alfonso Peccatiello
Breaking Down Warren Buffett's 2023 Shareholder Letter | Yun Li
Navigating A "Structural Shift" In Markets | Joseph Wang & Martin Pelletier
Mike Green: Recession Approaches As Housing & Car Markets Weaken
Restrictions On Investments Into China Are Imminent | Harald Malmgren & Nicholas Glinsman
Doomberg & Steve Keen: The Green New Deal and Energy Security
The Soft Landing Will Be Transitory | Bob Elliott & Andy Constan
Learning From Financial Crises | Joseph Wang & Steven Kelly
Michael Howell: Liquidity Is Back
Bear Market Not Over, Says Veteran Trader Who Made 163% Return in 2022 | Neal Berger
The Bond Market Is Wrong | Joseph Wang & Dominique Dwor-Frecaut
Central Bankers vs. The Bond Market | Roger Hirst
Jim Bianco on Fed Chair Powell's Reluctance To Discipline The Bulls (February 2023 FOMC)
What This Fed Watcher Is On The Lookout For | Colby Smith (February 2023 FOMC)
Earnings Season Is Strong (So Far) | Sam Burns
The Bear Market Ended Months Ago, Says Master of Turning Points | Milton Berg
Dusting Off The Recession Playbook | Tian Yang
“Transitory Goldilocks” Is Here | Darius Dale
Bank of Japan Widow-Makes Once Again | Weston Nakamura
The Soft Landing “Blue Pill” Is Overpriced | Andy Constan
The Big Bank Deep Dive | Alex Gray
Will The Fed Get Their Soft Landing? | Jeff Snider & Bob Elliott
Jacob Shapiro on Russia, Ukraine, and China
The Era of American Stock Dominance Is Over | Kevin Muir
Crypto’s 2023 “Health Check” | Vance Spencer
“Nightmare Scenario” For The Fed | Felix Jauvin
A Masterclass In Central Banking | Professor Jane Knodell
All You Ever Wanted To Know About Interest Rates | DC Analyst
The Fed Will Tighten "As Far As They Can" Into 2023 | Joseph Wang & George Goncalves
Private Markets To Implode As Fed Hikes to 7% | Bilal Hafeez
Bank of Japan’s Capitulation Perturbs Global Bond Market | Weston Nakamura
The Technicals Are Bearish | Katie Stockton
China’s Economic House Of Cards | Kyle Bass & Nick Glinsman
Everything You Need To Know About The Fed’s Meeting | Danielle DiMartino Booth
Felix Zulauf: Credit Meltdown Will Force The Federal Reserve To Backtrack On Tight Money Policy
David Rubenstein, Billionaire Investor Who Hired Jay Powell, On What Makes A Great Investor
Cash Is King In Multi-Year Recessionary Bear Market | Chance Finucane
The Car Market Is Crashing | Paul Hodges
FTX and “The Money Noose”: Scott Skyrm On The Fall of MF Global
CeFi Crypto Contagion Is Just Getting Started, Says Analyst Who Predicted FTX's Fall
Liquidity In Crypto Is Declining | Scott Freeman
Learning From Market Tremors | Hari Krishnan
Joseph Wang & William White: Mammoth Interest Rate Hikes Are Causing Trouble In Sovereign Debt
Forced Retirement Selling May Disrupt Santa Rally | Zed Francis
Commodity Prices Are Due For A Severe Correction, Says Mike McGlone
There’s Just Not Enough Energy | Harris Kupperman & Porter Collins
Everything You Need To Know About Crypto's FTX-Driven Downturn | Matt Fiebach
The Economy Is Slowing Much Faster Than The Fed Thinks | Peter Tchir
The Chemicals Market Is Bearish – Stupendously Bearish | Paul Hodges
Jim Bianco & Joseph Wang on November Fed Meeting: Much Higher For Much Longer!