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Forward Guidance — 629 episodes · page 6 of 7
Joseph Wang & Nick Timiraos: What You Need To Know For The November Fed Meeting
Inflation Will Run Hot For The Rest Of The Decade, Says Vincent Deluard
IMPORTANT: Announcing Blockworks’ Latest Podcast, 0xResearch
The European Central Bank Goes On The Offensive | Daniel Neilson (LIVE)
Lyn Alden: The Bursting Of The Sovereign Bond Bubble
The Fed Won’t Rescue The Housing Market | Danielle DiMartino Booth
The Fed Blundered In 2008 —And It’s Blundering Now | Richard Field
Oil Will Dethrone The Fed (Here’s Why) | Harris Kupperman & Porter Collins
Banks Are Finally Making Money Again | Chris Whalen
George Noble: A 20-50% Market Crash Is Coming
The Bond Market Is Already Broken - Stocks and Housing Are Next | Harley Bassman & Joseph Wang
Learning From the Most Ruthless Robber Baron (Jay Gould) | Greg Steinmetz
Liquidity Spiral In The Bond Market Is Causing "Tremendous Stress" | Jim Bianco
Oil Will Trade Flat To Down Until Biden Backs Down & China Re-Opens | Rory Johnston
What Will Break First? | Joseph Wang & Peter Crane
"I'm Surprised The Market's Not Down More" | Aswath Damodaran
The Sovereign Debt Crisis Is Coming | Brent Johnson
The Bear Market Has Only Just Begun | Ted Oakley
The Energy Trade Has Gone Too Far | Jared Dillian
False Dawn: Why The Rally Is Over | Andy Constan & Joseph Wang
The Rise of "Legal Fraud" | Bethany McLean
The Eurodollar Market Is “Dead,” Says Godfather of Financial Derivatives | Dr. Richard Sandor
The Plumbing Of Global Finance Is Clogged | Joseph Wang & Daniel Neilson
The Fed Doesn’t Have What It Takes To Fight Inflation | Joseph Wang & Mish Shedlock
Convertible Bonds: The Everything Asset Class | Paul Latronica
The Global Shipping Crisis Is Not Over | Sal Mercogliano
The Fed’s Ticking Time Bomb Is About To Explode | Joseph Wang & Chris Whalen
Why Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack Farley
Liquidity Has “Dried Up,” Says $100 Billion Investor | Jeffrey Sherman
The Fed Is Not In Control Of The Eurodollar System | Hugh Hendry
Real GDP Lending on Blockchain Could Be A Gamechanger | Bill Wolf
Real Estate Market Will Stay "Savagely Unhealthy" For A Long Time | Logan Mohtashami
Pelosi’s Visit To Taiwan Has Angered China | Jacob Shapiro
Collapsing Liquidity Has Put The Commodity Supercycle on Hold | Tian Yang
Summer Meltdown In Stocks Unlikely, Says Volatility Expert Noel Smith
The Most Misunderstood Asset Class Of All Time | Louis Camhi
There Are No Doves Left At The Federal Reserve | Nick Timiraos
Credit Market Implosion Will Be Severe, Says Harald Malmgren | Nicholas Glinsman, Harald Malmgren
Why Are Commodities Crashing? | Tracy Shuchart
Making Informed Decisions as an Individual Investor | Kyrill Asatur
No Clear Sign Of Recession Yet, Says Nick Reece
Will A Recession End The Commodity Bull Market? | Rick Rule
We Are Living In A Silent Depression | Emil Kalinowski
Why 2022 Isn't A "Buy The Dip" Market | Victoria Greene
Stagflation 2.0 Is Here To Stay | Ronald Stöferle and Mark Valek
“In 6 to 12 Months, We’re Going To Have A Big Problem” | Eric Basmajian & Joseph Wang
A Profit Recession Is Coming, An End To Inflation Is Not | Vincent Deluard
Trading Volatility in Volatile Markets | Benn Eifert
Market Crash Unlikely Until July, Says Volatility Veteran | Noel Smith
Cash Is King During Fed's Hawkish Warpath, Says Former $20 Billion Fund Manager
“Soft Landing” Very Unlikely As Global Inflation Crisis Rages On | Darius Dale & Juliette Declercq
The Bear Market Is Here, What Next? | Joseph Wang & Alfonso Peccatiello
Liquidity Has Fallen Off A Cliff | Joseph Wang & Michael Howell
The Fed Is Burning Money | Harley Bassman
Inflation Is Popping The Biggest Asset Bubble Of All Time | Michael Kao
Fed Hawkishness Is A “Charade” - If Powell Doesn’t Pivot, Prepare For A Depression | Larry McDonald
Energy Stocks Remain Undervalued, Says World’s Best Performing Hedge Fund Manager | Josh Young
Europe and China: Already In Recession | Paul Hodges
Central Banks Are Scrambling To Contain An Inflationary Wage Price Spiral | Nick Glinsman & Joseph Wang
The Fed's $3 Trillion Problem | Maroon Macro & Joseph Wang
Can Gold Withstand the Liquidity Drain? | Sean Fielder
Why Fed Chair Powell is NOT Coming To Rescue Stocks | Alfonso Peccatiello
The “Everything Risk” Is Here | Ed Harrison
It’s “Game Over” For The Everything Bubble, Says George Noble, Peter Lynch’s Protégé
The Food & Energy Crisis Has Only Just Begun | Doomberg
Fed Chair Powell Says Goodbye To Era Of Easy Money | Jim Bianco & Joseph Wang
A Dilemma Of The Fed’s Own Making | Danielle DiMartino Booth & Joseph Wang
Why The Repo Market Will Need The Fed’s Cash Yet Again | Scott Skyrm & Joseph Wang
The “Short Everything” Trade | Teddy Vallee
Can Europe's Economy Handle Russian Sanctions? | Frances Coppola
Expect a 30% Correction in Stocks, Says Godfather Of Global Liquidity | Michael Howell
Commercial Banks Taper Treasury Purchases | Joseph Wang & DC Analyst
Think Rising Rates Are Good For Banks? Think Again!
Slaying the Inflation Dragon | Jurrien Timmer
Inflation Forces The Fed's Hand | Joseph Wang & George Goncalves
Birth of the U.S. Dollar | Roger Lowenstein
Bullish Commodities? Not So Fast | Lukas Kuemmerle
Zoltan Pozsar Calls For Bretton Woods III | Joseph Wang
Inflationary Recession Is On The Horizon | Paul Hodges
When Volatility Strikes, Watch Out! | Kris Sidial
Nothing Destroys Inflation Like a Recession | Darius Dale
Will Janet Yellen Pull the Trigger? | Andy Constan
The Fed's Forward Guidance Is No More | with Nick Timiraos
Short Selling in the Age of Fraud | Carson Block
Options Trading for Macro Investors | Imran Lakha
The Bond Market Has Spoken. Should Investors Listen? | Joseph Wang & Harley Bassman
Fed Faces "Debt Death Spiral" While Inflation Soars | Luke Gromen & Jim Bianco
Gold to $10,000 in The Big Reset | Willem Middelkoop
Does The Fed Control The Dollar? | Jeff Snider & Joseph Wang
The "Money Illusion" Keeps the Economy Hot | Juliette Declercq
Kharkiv Under Siege Yet Russian Oil Still Flows | Jacob Shapiro
The Central Bank Of Russia Is On The Defensive with Joseph Wang & Frances Coppola
How Passive HODL-ing Of Stocks Leads to Extreme Crashes | Mike Green
Consequences of Russia's Invasion of Ukraine with Jacob Shapiro
Russia/Ukraine Crisis To Cause Commodity “Doom Loop” | Jacob Shapiro
Why Inflation Will Dissipate | Bilal Hafeez
Is a Bear Market Imminent? | Tom Thornton
Bank of Japan Re-embraces Yield Curve Control | Roundup
The Fed Won't Get their Soft Landing | Jim Bianco
Financial Meltdown: The Trades Of March 2020 | Alex Gurevich