Best Luigi Zingales Podcasts (2024)

1
James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World 1:53:59

41m ago1:53:59

1:53:59

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. __ Views expressed by James Fishback in this interview are solely his own and do not necessarily reflect the views of Jack Farley, Forward Guidance, Blockworks, or any other associated parties. Although the title “head…

1
The Money Behind Ultra-Processed Foods, with Marion Nestle 47:55

12m ago47:55

47:55

Critics of the food industry allege that it relentlessly pursues profits at the expense of public health. They claim that food companies "ultra-process" products with salt, sugar, fats, and artificial additives, employ advanced marketing tactics to manipulate and hook consumers, and are ultimately responsible for an endemic of health ailments among…

1
Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes 1:35:06

23m ago1:35:06

1:35:06

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. __ Follow Mel Mattison on Twitter https://x.com/MelMattison1 Mel Mattison’s book https://www.melmattison.com/quoz Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com…

1
Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors 1:19:25

1d ago1:19:25

1:19:25

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Follow Nick Givanovic on Twitter https://twitter.com/nickgiva1 Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://t…

1
Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker 1:10:50

4m ago1:10:50

1:10:50

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Follow Keith Dicker on Twitter https://twitter.com/IceCapGlobal Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://…

1
The Economics of Student Protests 35:01

14m ago35:01

35:01

Over the last few weeks, university politics has captured headlines as students across the country occupy sections of their campuses and demand that their schools divest from Israel in protest of its contentious war in Gaza. Last week for Compact Magazine, Luigi and Nobel Laureate Oliver Hart stressed that one lesson from these protests is that uni…

1
Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case 1:02:06

7d ago1:02:06

1:02:06

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Follow Alf on Twitter https://twitter.com/MacroAlf Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/J…

1
Andy Constan: The Bond Market Will Take The Stock Market Down With It 56:36

16m ago56:36

56:36

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Follow Andy Constan on Twitter https://twitter.com/dampedspring Follow Two Gray Beards on Twitter https://twitter.com/2Graybeards Follow VanEck on Twitter ht…

1
Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle 1:25:09

4d ago1:25:09

1:25:09

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Follow Vincent Deluard on Twitter https://twitter.com/VincentDeluard Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter htt…

1
Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024 1:12:17

4d ago1:12:17

1:12:17

For access to 20% discount to annual subscription of Danielle DiMartino Booth’s “Daily Feather”: https://dimartinobooth.substack.com/forward Or use code “FORWARD” at checkout. Deal expires on May 23, 2024. 20% discount applies to first year subscription. __ Follow Danielle DiMartino Booth on Twitter https://twitter.com/DiMartinoBooth Follow Jack Fa…

1
The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund 1:05:18

6d ago1:05:18

1:05:18

This is a paid sponsorship on behalf of Van Eck Associates Corporation. Today’s episode of Forward Guidance is a special fireside chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund. Kanade shares his philosophy for investing in crypto, and discusses his views on Prior to joining VanEck, Mr. Kanade worked as a Credit …

1
The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman 51:52

11d ago51:52

51:52

This week Harris Kupperman returns to the show for a discussion on how he is thinking about markets in 2024. Expecting bonds to continue selling off, will equity markets crumble or continue to melt up as fiscal dominance takes the reigns? Harris then shares his thoughts on some of the best opportunities he is seeing in markets such as oil, gold min…

1
Is Private Credit In The Public Interest? with Jim Grant 48:59

27d ago48:59

48:59

The meteoric rise of private credit over the last decade has raised concerns among banks about unfair competition and among regulators about risks to financial stability. Historically, regulated banks have provided most of the credit that finances businesses in the United States. However, since the 2008 financial crisis, banks have restricted their…

1
Can The U.S Handle High Interest Rates Past 2024? | Ben Miller 1:21:18

14d ago1:21:18

1:21:18

This week Ben Miller Fundrise Co-Founder and CEO joins the show. We begin by discussing the U.S public debt problem as debt to GDP remains elevated over 100%. For the second half of the conversation, we deep dive into the current state of the U.S real estate market focusing primarily on CRE. Enjoy! -- Forward Guidance is sponsored by VanEck. Learn …

1
Chris Whalen: “Higher For Longer” Interest Rate Regime Is Bad For Banks 42:01

19d ago42:01

42:01

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Follow Chris Whalen on Twitter https://twitter.com/rcwhalen Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twit…

1
The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market 1:34:55

18d ago1:34:55

1:34:55

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Michael Howell of Crossborder Capital and George Robertson of The Monetary Fronteir have two things in common: they both correctly predicted the renewed bull…

1
Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong 1:33:16

1M ago1:33:16

1:33:16

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Mark Dow has had experience in the global monetary system, having worked at the IMF, as an advisor to three Presidents, and at many central banks around the …

1
Ralph Nader's Capitalism 48:51

1M ago48:51

48:51

"The only true aging is the erosion of one's ideals," says Ralph Nader, the former third-party presidential candidate who just turned 90 after more than 60 years of consumer advocacy and fighting for small business in America. From influencing the transformative passage of car safety legislation to advancing numerous environmental protection and pu…

1
The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield” 1:10:33

1M ago1:10:33

1:10:33

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Jonathan Treussard of Treussard Capital Management joins Forward Guidance to help define what a bubble is. By his strict definition, nothing qualifies right …

1
Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold 1:39:34

1M ago1:39:34

1:39:34

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Rupert Mitchell of Blind Squirrel Macro joins Forward Guidance for the first time to share his learnings from an extensive career as an investment banker mov…

1
The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks 1:19:33

1M ago1:19:33

1:19:33

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Jason Hsu of Rayliant joins Forward Guidance to share his view on the particulars of the Chinese equity market. Hsu argues that th…

1
Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak” 1:06:37

1M ago1:06:37

1:06:37

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Lawrence McDonald, New York Times Bestselling author and founder of The Bear Traps Report returns to Forward Guidance to discuss h…

1
The New Business Of News, with Ben Smith 49:54

1M ago49:54

49:54

Given the recent mass layoffs, acceleration of media consolidation, continued decline of local journalism, and rapid uptake of generative AI, the news industry—fundamental to institutional accountability in capitalist democracies—appears to be in deep crisis. Joining Bethany and Luigi to make the case that journalism can not only survive but thrive…

1
Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024) 40:25

1M ago40:25

40:25

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ This is a recorded version of Jack’s macro panel at the 2024 Digital Asset Summit hosted by Blockworks, recorded in London on Marc…

1
Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation 1:13:02

1M ago1:13:02

1:13:02

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Russell Napier, founder of Orlock Advisors and publisher of The Solid Ground Newsletter, returns to Forward Guidance to share how …

1
Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank) 2:27:52

2M ago2:27:52

2:27:52

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Dr. Ingo Sauer of Goethe University Frankfurt joins Forward Guidance to share findings from his 360 paper on Hyperinflation in 192…

1
Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock 1:04:51

2M ago1:04:51

1:04:51

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ Nick Halaris, President of Metros Capital, returns to Forward Guidance to update viewers on real estate situation in the U.S. Though …

1
Poverty in America: Terrible Scourge or a Measurement Error? 48:17

2M ago48:17

48:17

Perhaps the biggest evidence that capitalism in America doesn’t work, at least not for everyone, is growing income inequality and the persistence of poverty. But what is the current state of poverty and inequality in the United States? Why do debates still persist about whether poverty has been eradicated? What do the numbers and official statistic…

1
Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle 58:40

2M ago58:40

58:40

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, returns to Forward Guidance to share her investment outlook on U.S…

1
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 52:07

2M ago52:07

52:07

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Follow Joseph Wang on Twitter https://twitter.com/FedGuy12 Follow Lou Crandall on Twitter https://twitter.com/Fedwatcher Joseph's …

1
The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed 54:57

2M ago54:57

54:57

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Follow Luigi Zingales on Twitter https://twitter.com/zingales?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Follow Capita…

1
Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929 1:42:04

2M ago1:42:04

1:42:04

Milton Berg, renowned market technician known to viewers for his contrarian bullish call in January of 2023, returns to Forward Guidance with a far less rosy outlook. As of recording on February 28, 2024, Berg is decidedly bearish in the face of a stupendous stock market rally. He sees signs of an exhaustive peak and expects a decline, which could …

1
Remi Tetot on AI, Crypto, and Uranium 56:46

2M ago56:46

56:46

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Follow Remi on Twitter https://twitter.com/TheKingCourt Remi’s Substack, “The Mad King”: https://onemadking.substack.com/ Follow V…

1
Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing 1:06:10

2M ago1:06:10

1:06:10

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Follow Claudia Sahm on Twitter https://twitter.com/Claudia_Sahm Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack…

1
When a Few Financial Institutions Control Everything, with John Coates 49:30

2M ago49:30

49:30

In his recent book, "The Problem of Twelve: When a Few Financial Institutions Control Everything," Harvard law professor John Coates sheds light on the secrecy, lack of public accountability, concentrated power, and the disproportionate influence of a select few institutions in our financial system. Coates joins Bethany and Luigi to dissect the pot…

1
Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness 1:05:15

2M ago1:05:15

1:05:15

Adrian Helfert, chief investment officer of Westwood Holdings Group (AUM ~$16B), joins Forward Guidance to share his quantitative approach to asset allocation. He explains why, even with the drastic surge in interest rates, he prefers an overweight allocation to equities over bonds. Filmed on February 21, 2024. __ Finally, you can easily access Bit…

1
Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China 1:26:21

2M ago1:26:21

1:26:21

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more.VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Follow Le Shrub on Twitter https://twitter.com/agnostoxxx Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley…

1
Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank 52:29

2M ago52:29

52:29

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forwa…

1
Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility 48:15

2M ago48:15

48:15

Patrick Saner, Head of Macro Strategy at Swiss Re, joins Forward Guidance to share his insights on the global economy, interest rates, and central bank policy. Filmed on February 16, 2024. Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trus…

1
Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts 52:41

3M ago52:41

52:41

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Follow Paul Sankey on Twitter https://twitter.com/crudegusher Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack F…

1
Secrets of Small Cap Value Investing | Kyle Mowery 1:17:31

3M ago1:17:31

1:17:31

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forwa…

1
The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba 1:12:42

3M ago1:12:42

1:12:42

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forwa…

1
Is Short Selling Dead? With Jim Chanos 50:05

3M ago50:05

50:05

The Wall Street Journal wrote that “Wall Street's best-known bear is going into hibernation" after the legendary short seller Jim Chanos announced he would close his main hedge funds late last year, in part due to diminishing interest in stock picking. Short selling, which bets on drops in asset prices, wins when companies and governments fail and …

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Luigi Zingales Podcasts

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