Best Harris Schwartz Podcasts (2024)

This interview with Angus Shillington explores why India is the most promising emerging market, why it has outperformed the S&P 500, and the country’s favorable demographics. We also discuss the risks & rewards of investing in China, how Chinese equities compare to Indian equities, and the booming semiconductor market. This interview is paid sponso…

1
Tarot, Tech, and Our Age of Magical Thinking 46:43

Play Pause

1h ago46:43

46:43

Until recently, tarot, astrology, and spiritualism—practices often shorthanded simply as woo-woo—were the stuff of dusty psychic parlors and seventies nostalgia. But today, mysticism has permeated mainstream culture. In the third and final installment of the Critics at Large interview series, Vinson Cunningham talks with Jennifer Wilson, a contribu…

1
Hometown Radio 08/28/24 6p: LeBren Harris from Downtown SLO 42:52

5d ago42:52

42:52

Hometown Radio 08/28/24 6p: LeBren Harris from Downtown SLOBy KVEC-AM

1
Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz 30:00

5h ago30:00

30:00

This interview with Jim Bianco and Jeremy Schwartz discusses the Federal Reserve’s policy path, whether inflation will actually come down, and if the economy is headed for a no landing. We also delve into the neutral rate, the key election issues for markets, and whether stocks will outperform bonds. __ Follow Jim Bianco on Twitter https://x.com/bi…

1
Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession 1:17:06

39m ago1:17:06

1:17:06

This interview with Michael Drury explores how China’s problems affect the global economy, its economic advantages, and where it spends its trillion-dollar surplus. We also discuss the US economy’s resilience, why Michael doesn’t see a recession, and much more. – Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance…

1
How the Dollar Will Be Gradually Eroded by Emerging Market Currencies | Eric Fine & Natalia Gurushina (VanEck Fireside Chat) 1:45:33

2h ago1:45:33

1:45:33

This interview with Eric Fine & Natalia Gurushina delves into the potential of emerging markets, how they are affected by developed market weakness, and contrasting central bank strategies. We also discuss investing in China, emerging market reserve strategies, and de-dollarization. This interview is paid sponsorship on behalf of the VanEck corpora…

1
The Irresistible Myth of Las Vegas 43:23

27m ago43:23

43:23

Cities have always been romanticized, but few of them have embraced—or actively engineered—their reputations as thoroughly as Las Vegas. On the second in a series of Critics at Large interview episodes, Alexandra Schwartz talks with her fellow staff writer Nick Paumgarten about how the desert town first branded itself as an entertainment capital, a…

1
The Strategies & Risks In Quant Trading | Mike Harris 1:10:36

1h ago1:10:36

1:10:36

This interview with Mike Harris explores the strategies and challenges of the Quest Hedge Fund, from CTA trend-following and AI trading models to the overcrowded quant equity space. We also dive into statistical arbitrage, multi-strat funds, the macro outlook, and the advantages & risks of using AI. -- Follow Mike Harris on Twitter https://x.com/mi…

1
Charli XCX, Chappell Roan, and the Unstable Hierarchy of Pop 46:39

9d ago46:39

46:39

“ ‘BRAT’ summer”—so named for the Charli XCX album that’s become the soundtrack of Kamala Harris’s Presidential run—has given pop fans much to discuss, from Charli’s own flirtation with mainstream stardom to the meteoric rise of Chappell Roan. On the first in a series of Critics at Large interview episodes, Naomi Fry talks with her fellow staff wri…

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
Why We Want What Tom Ripley Has 50:45

16d ago50:45

50:45

In her 1955 novel, “The Talented Mr. Ripley,” Patricia Highsmith introduced readers to the figure of Tom Ripley, an antihero who covets the good life, and achieves it—by stealing it from someone else. On this episode of Critics at Large, the staff writers Vinson Cunningham, Naomi Fry, and Alexandra Schwartz discuss the long tail of Highsmith’s work…

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
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

19d 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
The Kamala Harris Vibe Shift 44:07

1M ago44:07

44:07

The announcement of Kamala Harris’s Presidential run has set off one of the most pronounced vibe shifts in recent memory. On this episode of Critics at Large, Vinson Cunningham, Naomi Fry, and Alexandra Schwartz make sense of the torrent of memes; the “unholy, immediate alliance” between the Harris campaign and the British pop artist Charli XCX’s a…

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

1M 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
From Vanity Fair’s “Dynasty”: Can Harry and Meghan’s Hollywood Dream Last? 44:35

1M ago44:35

44:35

Critics at Large is off this week. In the meantime, enjoy a recent episode from Vanity Fair’s “Dynasty,” hosted by the executive editor Claire Howorth, along with the correspondents Katie Nicholl and Erin Vanderhoof. It’s been four years since Meghan Markle and Prince Harry walked away from their royal roles, sparking an endless stream of media att…

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
Alice Munro’s Fall from Grace 47:37

2M ago47:37

47:37

In an essay published earlier this month, Andrea Skinner, the daughter of the lauded writer Alice Munro, detailed the sexual abuse she suffered as a child at the hands of Munro’s second husband, Gerald Fremlin. The piece goes on to describe how, even after Skinner told her of the abuse, years later, Munro chose to stay with him until his death, in …

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

1M 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
The Changing World of Nature Documentaries 44:08

2M ago44:08

44:08

In 1954, a young David Attenborough made his début as the star of a new nature show called “Zoo Quest.” The docuseries, which ran for nearly a decade on the BBC, was a sensation that set Attenborough down the path of his life’s work: exposing viewers to our planet’s most miraculous creatures and landscapes from the comfort of their living rooms. On…

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
From The New Yorker Radio Hour: Emily Nussbaum on the Beginnings of Reality TV 15:55

2M ago15:55

15:55

Reality television has generally got a bad rap, but Emily Nussbaum—who received a Pulitzer Prize, in 2016, for her work as The New Yorker’s TV critic—sees that the genre has its own history and craft. Nussbaum’s new book “Cue the Sun!” is a history of reality TV, and roughly half the book covers the era before “Survivor,” which is often considered …

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

2M 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
Summer Obsessions 48:17

2M ago48:17

48:17

There’s arguably no better time for falling down a cultural rabbit hole than the languid, transitory summer months. On this episode of Critics at Large, Vinson Cunningham, Naomi Fry, and Alexandra Schwartz discuss how the season allows us to foster a particular relationship with a work of art—whether it’s the soundtrack to a summer fling or a book …

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
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
The Therapy Episode 45:27

2M ago45:27

45:27

In recent years, as our culture has embraced therapy more widely, depictions of the practice have proliferated on screen. On this episode of Critics at Large, Vinson Cunningham, Naomi Fry, and Alexandra Schwartz trace the archetype from the silent, scribbling analysts of Woody Allen’s œuvre and the iconic Dr. Melfi of “The Sopranos” to newer portra…

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
27. The crucial step that most miss | "The First Rule of Mastery" by Michael Gervais 46:36

3M ago46:36

46:36

In this episode we delve into "The First Rule of Mastery," a transformative guide that unpacks the secrets to achieving true mastery in any field. We are in studio with Lance Lamoureux and so, join us as we explore the core principles and actionable insights presented in this compelling book. Whether you're looking to excel in your career, personal…

1
Is Travel Broken? 48:29

3M ago48:29

48:29

It’s a confusing time to travel. Tourism is projected to hit record-breaking levels this year, and its toll on the culture and ecosystems of popular vacation spots is increasingly hard to ignore. Social media pushes hoards to places unable to withstand the traffic, while the rise of “last-chance” travel—the rush to see melting glaciers or deteriora…

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

3M 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/…

Podcasts Worth a Listen

Harris Schwartz Podcasts

Podcasts Worth a Listen

Quick Reference Guide