Cover image of Forward Guidance

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. Jack Farley interviews the brightest minds in... Read more

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Ranked #1

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Fitch's U.S Debt Downgrade Was Justified | Danielle DiMartino Booth

Fitch's U.S Debt Downgrade Was Justified | Danielle DiMartino Booth

Danielle DiMartino Booth CEO & Chief Strategist, QI Research joins Forward Guidance for a special episode from Camp ... Read more

13 Aug 2023

27mins

Ranked #2

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Rate Cuts May Not End Fed's Quantitative Tightening | Former Atlanta Fed President Dennis Lockhart

Rate Cuts May Not End Fed's Quantitative Tightening | Former Atlanta Fed President Dennis Lockhart

Dennis Lockhart, Former President and CEO of the Federal Reserve Bank of Atlanta, joins Forward Guidance for a special i... Read more

12 Aug 2023

26mins

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Ranked #3

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Inside Camp Kotok | David Kotok on “Disastrous and Debilitating” Effect Of Debt Ceiling on Bond Markets

Inside Camp Kotok | David Kotok on “Disastrous and Debilitating” Effect Of Debt Ceiling on Bond Markets

David Kotok, chief investment officer and co-founder of Cumberland Advisors, welcomes Jack Farley to “Camp Kotok” with a... Read more

11 Aug 2023

41mins

Ranked #4

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Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller

Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller

Leland Miller, founder of China Beige Book, sits down with Jack Farley at Camp Kotok to give a brief update on the state... Read more

11 Aug 2023

10mins

Most Popular Podcasts

Ranked #5

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The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)

The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)

Jim Bianco, founder and CEO of Bianco Research, and Samuel Rines, managing director at Corbu LLC, join Jack Farley on be... Read more

10 Aug 2023

22mins

Ranked #6

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The Sovereign Debt Spiral | James Lavish

The Sovereign Debt Spiral | James Lavish

James Lavish, hedge fund veteran, managing director of the Bitcoin Opportunity Fund, and author of “The Informationist” ... Read more

1 Aug 2023

1hr 21mins

Ranked #7

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The Great Liquidity Debate | Michael Howell & Andy Constan

The Great Liquidity Debate | Michael Howell & Andy Constan

Michael Howell of Crossborder Capital and Andy Constan of Damped Spring Advisors join Forward Guidance to discuss and de... Read more

27 Jul 2023

1hr 22mins

Ranked #8

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Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting

Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting

Julian Brigden, co-founder of MI2 Partners, joins Forward Guidance to share his outlook for the challenges facing the Fe... Read more

26 Jul 2023

1hr 18mins

Ranked #9

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Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply

Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply

Mark Cabana, head of US Rates Strategy at BofA Global Research, joins Forward Guidance to share insights on today’s very... Read more

24 Jul 2023

56mins

Ranked #10

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It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley

It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTi... Read more

22 Jul 2023

53mins

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