Best Nick Thornton Podcasts (2024)

1
Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market 2:35:47

1d ago2:35:47

2:35:47

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. -- This interview with George Robertson and Mel Mattison explores why deficit spending will send stocks and risky assets higher. We also discuss the true risk-free rate and the Federal Reserve’s control over the Treasu…

1
The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trade, and the Exaggerated Rumors of the Dollar’s Demise 1:19:50

5d ago1:19:50

1:19:50

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. This interview was recorded on Friday, August 2, during Friday's sell-off but before the vicious sell-off on Monday. he did talk about the potential for an unwind of the yen carry trade before the crash in Japanese equ…

1
The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol, and How He’s Trading VIX Spike & Stock Market Crash 44:29

8d ago44:29

44:29

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. __ Follow Noel Smith on Twitter https://x.com/NoelConvex Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitte…

1
There's No Place Like Drone 1:14:10

11d ago1:14:10

1:14:10

After a very busy July, we have a full breakdown of Canada's breakdown at the Olympic and then (at the 44 min mark) we transition to MLS and League's Cup action. Also, we now have a Link Tree to find all That's So MLS things in one place: https://linktr.ee/thatssomlsBy That’sSoMLS

1
Mike Green: Passive Stock Market Edifice Put To The Test As Recession A Near Certainty 1:37:00

11d ago1:37:00

1:37:00

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. This interview was recorded at 10am ET on Friday, August 2. The jobs report, which was released 90 minutes prior at 8:30am ET, showed the unemployment rate move non-linearly up from 4.1% to 4.3%, and the stock market f…

1
Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election 1:06:33

12d ago1:06:33

1:06:33

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Nick Timiraos on Twitter https://x.com/NickTimiraos Nick’s work at WSJ: https://www.wsj.com/news/author/nick-timiraos Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitte…

1
Why Credit Conditions Have Actually Eased Over Past Year | Oaktree’s Wayne Dahl on High-Yield Bonds, Leveraged Loans, Private Credit, and the Recession Yet To Arrive 1:09:46

15d ago1:09:46

1:09:46

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https:…

1
Tommy Thornton: Tech Stocks Are In A Bubble 1:22:12

16d ago1:22:12

1:22:12

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Tommy Thornton on Twitter https://x.com/TommyThornton Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://tw…

1
How U.S. Treasury Is Fighting The Fed | Nouriel Roubini & Stephen Miran on Treasury’s $800 Billion of “Stealth QE” via “Activist Treasury Issuance” (ATI) 1:16:22

21d ago1:16:22

1:16:22

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. New paper published by Hudson Bay Capital, written by Nouriel Roubini & Stephen Miran, “ATI: Activist Treasury Issuance and the Tug-of-War Over Monetary Policy”: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/…

1
Banks Are Cleaning House Of Their Bad Assets | Chris Whalen 1:11:31

22d ago1:11:31

1:11:31

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Chris Whalen on Twitter https://x.com/rcwhalen Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.c…

1
China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle 1:31:40

26d ago1:31:40

1:31:40

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Michael Pettis on Twitter https://x.com/michaelxpettis Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://t…

1
Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle 1:25:37

29d ago1:25:37

1:25:37

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Peter Boockvar on Twitter https://twitter.com/pboockvar Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on …

1
Airline Revenues Are Soaring. Their Profits Are Not | Planes And Trains Expert Jay Shabat on Depressed Railroad Volumes And Global Air Traffic 1:30:02

1M ago1:30:02

1:30:02

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Skift Airline Weekly https://airlineweekly.skift.com/ Jay Shabat’s Railroad Weekly https://railroadweekly.substack.com/ Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter …

1
Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg 1:23:30

1M ago1:23:30

1:23:30

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) …

1
BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans 1:18:39

1M ago1:18:39

1:18:39

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) …

1
“Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later 1:01:04

2M ago1:01:04

1:01:04

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Renaissance Macro on Twitter https://x.com/RenMacLLC?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Follow RenMac website: https://t.co/VJIDWiWMkc Follow Jack Farley on Twitter https://twitter.com/JackFa…

1
Oil & Crypto Trader Jonah van Bourg: Altcoins Going to Zero, Bitcoin Bull Move Is Just Getting Started, and Oil Vol Is Overpriced 1:28:53

2M ago1:28:53

1:28:53

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Jonah van Bourg on Twitter https://x.com/jvb_xyz Follow 1000x podcast on Twitter https://x.com/1000xPod Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/Ja…

1
The Next Big Thing In Capital Markets | David Goone 1:08:34

2M ago1:08:34

1:08:34

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. -- This week, David Goone CEO of tZERO joins the show for a discussion on the next big trend he is seeing within capital markets. We discuss David's time at the ICE exchange, acquisition as a growth strategy, the devel…

1
Doing With 9 What Most Need 11 For 1:14:33

2M ago1:14:33

1:14:33

We're taking a look around MLS focusing on the 3 Canadian clubs and their various (mis)fortunes and opportunities, as well as news from Copa America, some MLS coach and player movement, as well as Columbus' unfortunate Champions Cup final, The Union's struggles, and Inter Miami's ability to win no matter what.…

1
Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins 1:30:10

2M ago1:30:10

1:30:10

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Midas’ website: https://midas.app/ Follow Midas on Twitter https://x.com/midasrwa Fabrice Grinda’s website: https://fabricegrinda.com/ Fabrice Grinda on Twitter https://x.com/fabricegrinda Follow VanEck on Twitter http…

1
Citrini on 2024 Election Portfolio Construction And AI “Mania” 1:46:22

2M ago1:46:22

1:46:22

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Citrini on Twitter https://x.com/Citrini7 Follow Citrini on Substack https://www.citriniresearch.com/ Citrini 1-Year Anniversary Piece: https://www.citriniresearch.com/p/citrindex-one-year-anniversary Citrini, “…

1
Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest Rate Hikes | Eric Pachman’s Data-Visualizations On Why Inflation & Hiring Are Sticky 1:37:57

2M ago1:37:57

1:37:57

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Eric Pachman on Twitter https://x.com/EricPachman Follow Bancreek on Twitter https://x.com/bancreek Bancreek’s CPI tool: https://www.bancreek.com/p/checking-the-tape-may-2024-cpiu Bancreek’s PCE tool: https://ww…

1
Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market 1:19:37

2M ago1:19:37

1:19:37

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Barry Knapp on Twitter https://x.com/barryknapp?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/Jac…

1
“Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy 1:08:54

2M ago1:08:54

1:08:54

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Jim Bianco on Twitter @biancoresearch Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/…

1
Secrets of the Federal Reserve’s Unconventional Monetary Policy | William English, former Director of Division of Monetary Affairs for the Fed Board of Governors, on Quantitative Easing (QE) and Forward ... 1:25:06

2M ago1:25:06

1:25:06

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. William English’s work at the Yale Program on Financial Stability: https://som.yale.edu/faculty-research/faculty-directory/william-b-english William English’s co-authored new book, “Monetary Policy Responses to Post-Pa…

1
Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time) 1:32:08

2M ago1:32:08

1:32:08

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Patrick Perret-Green on Twitter https://x.com/PPGMacro Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter htt…

1
The Modular Integration Spectrum | Keone & Zon 1:03:44

2M ago1:03:44

1:03:44

In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale bl…

1
Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered 1:00:57

2M ago1:00:57

1:00:57

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Jens Nordvig on Twitter https://x.com/jnordvig ExAnte Data on Twitter https://x.com/ExanteData MarketReader on Twitter https://x.com/MarketReaderInc Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Fa…

1
The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup 46:21

3M ago46:21

46:21

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Jack Farley joins us to discuss the biggest stories of the week. With economic data showing early signs of slowing, we deep dive into why inflation is stil…

1
Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now) 1:16:28

3M ago1:16:28

1:16:28

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Jason Shapiro on Twitter https://x.com/Crowded_Mkt_Rpt Jason Shapiro website https://www.crowdedmarketreport.com/ Jason Shapiro YouTube channel https://www.youtube.com/@crowdedmarketreport Follow VanEck on Twitter http…

1
Jack Ryan on The Housing Cartel That's Stifling The American Economy 1:15:07

3M ago1:15:07

1:15:07

By Blockworks

1
In This Economy? | Kyla Scanlon 46:26

3M ago46:26

46:26

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Kyla Scanlon’s Book, “In This Economy?” https://www.penguinrandomhouse.com/books/737854/in-this-economy-by-kyla-scanlon/ Follow Kyla Scanlon on Twitter https://x.com/kylascan Follow Kyla Scanlon on TikTok https://www.t…

1
Caps Coupon Catastrophe 1:09:22

3M ago1:09:22

1:09:22

There's been some more gameweeks and we've got all the action for Toronto, Montreal, and Vancouver, as well as a look around the league at notable results. We talk Jesse Marsch's new gig, as well as whether people in Vancouver paid $1000+ to see Julian Gressel.By That’sSoMLS

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

3M 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
Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes 1:35:06

3M 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

3M 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

3M 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
Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case 1:02:06

3M 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

3M 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

4M 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

4M 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…

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

4M 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

4M 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
Own Goals Are Still Goals 1:10:53

4M ago1:10:53

1:10:53

We are back and we have some real zingers to talk about. Colorado won a game without actually scoring a goal themselves (sorry Harris), Seattle had two players sent off, and many teams took on an unofficial crossbar and goalpost challenge. We talk about the recent rule changes and East vs West matchups.…

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

4M 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

4M 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

4M 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

4M 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
The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield” 1:10:33

4M 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

4M 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…

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