Best Monetary Integration Podcasts (2024)

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

10m 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

2d 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

2d 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

6d 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
Robert Stheeman: 20 years of managing UK government debt 33:46

1d ago33:46

33:46

Robert Stheeman, the departing chief executive of the UK Debt Management Office, joins Burhan Khadbai, head of content at OMFIF’s Sovereign Debt Institute, to recall the highs and lows of more than two decades managing the gilt market. Stheeman discusses dealing with crises including the infamous 2022 mini budget, how the gilt market has evolved, t…

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

7d 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
Investing With Integrity - REPLAY Henry Kaestner 42:23

2d ago42:23

42:23

Do you think some things are better the second time around? Hint: I do! With all the recent excitement happening with Faith Driven Entrepreneur, Faith Driven Investor and Henry Kaestner’s world travels. I felt a replay of his incredible interview was due. Listen in as Henry talks all about why this “Faith Driven Movement” is so successful.…

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

11d 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
Indicators and policies to drive gender balance in financial institutions 39:52

3d ago39:52

39:52

Regina Curry, chief diversity officer at Franklin Templeton, joins Emma McGarthy, head of the Sustainable Policy Institute at OMFIF, to discuss the importance of gender balance in financial institutions. They examine the necessary benchmarks, key indicators and information required to retain and encourage women in leadership positions as well as ho…

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

11d 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

12d 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

13d ago1:15:07

1:15:07

By Blockworks

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Microsoft's vision for responsible AI in the public sector 45:39

8d ago45:39

45:39

Valentina Ion, public finance and public transportation lead at Microsoft, joins OMFIF to discuss the company's commitment to ethical and responsible artificial intelligence in the public sector. She explores the key risks posed by advanced AI systems, outlines Microsoft's core principles for ethical development and explains the importance of publi…

1
In This Economy? | Kyla Scanlon 46:26

13d 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…

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Using better measures to inform public spending 33:47

15d ago33:47

33:47

In the first of three podcasts as part of OMFIF’s project with EY on the future of public money, OMFIF’s Nikhil Sanghani is joined by Dr Carolyn Bordeaux, senior visiting scholar at the University of Georgia and former member of the US House of Representatives, and Mark Macdonald, global public finance management leader at EY. They discuss the grow…

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

23d 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

23d 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

1M 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
Investing With Integrity - Your Questions Answered 20:00

24d ago20:00

20:00

In this episode, Jeff addresses questions about biblically responsible investing (BRI). He defines BRI as investing aimed at honoring and magnifying God and explains that it involves filtering out companies involved in immoral activities and supporting companies that contribute to human well-being. Talarico emphasizes the importance of BRI for beli…

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

1M 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

1M 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
Financial stability outlook: risks and resilience 25:40

1M ago25:40

25:40

Pedro Duerte Neves, Adviser for the Board of Directors and former Vice-Governor of Banco de Portugal, joins Taylor Pearce, senior economist, Economic and Monetary Policy Institute, OMFIF, to discuss the global financial stability outlook. Their discussion references the IMF’s 2024 Global Financial Stability Report, and examines vulnerabilities and …

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

1M 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
Taking stock: financial market integration in Europe 25:55

1M ago25:55

25:55

Björn Storim, chief executive officer, and Ben Pott, managing director and international head of public policy and government affairs at BNY Mellon, join Clive Horwood, managing editor and deputy chief executive officer at OMFIF. They assess the progress towards capital markets union in Europe and the need to accelerate financial market integration…

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

1M 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

2M 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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Investing With Integrity - Caleb Callahan 49:48

1M ago49:48

49:48

Caleb Callahan, President of Valmark Financial Group, discusses his journey in the financial services industry and the importance of biblically responsible investing. He shares how he got started in finance and the role of stewardship in managing money. Caleb also talks about the Valmark Global Gift Fund, a donor-advised fund that donates 10% of th…

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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

2M 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
US dollar dominance: Is there no alternative? 26:21

2M ago26:21

26:21

Max Castelli, head of strategy, sovereign institutions at UBS Asset Management, joins Taylor Pearce, senior economist at OMFIF, to discuss the role of the dollar as a global reserve currency in a multipolar world. They discuss factors such as China’s rise in power, sanctions risk and the development of alternative payments systems and how these cou…

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

2M 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
Geopolitical risks: What’s at stake for investors? 19:36

2M ago19:36

19:36

Taylor Pearce, senior economist, Economic Monetary Institute at OMFIF, hosts Elliot Hentov, head of macro policy research at State Street Global Advisors, to discuss the interplay between geopolitics and financial markets. Hentov outlines several risk factors that could impact markets – including geopolitical shocks, risk premium repricing and the …

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

2M 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

2M 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…

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

2M 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
Greece’s landmark debt restructuring – What happened and why it matters 30:09

2M ago30:09

30:09

Charles Dallara, ex-managing director of Institute of International Finance, talks about his book Euroshock, explaining how the 2012 Greek debt restructuring helped save European economic and monetary union from breakdown. A conversation with David Marsh and Burhan Khadbai.By OMFIF

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The history of dollar dominance and weaponisation 27:17

2M ago27:17

27:17

Saleha Mohsin, senior Washington correspondent for Bloomberg News joined Mark Sobel, US chair at OMFIF, to discuss her recently published book, Paper Soldiers: How the Weaponization of the Dollar Changed the World Order. She discusses how secretaries of the Treasury of past decades managed communications about the dollar and how the department deve…

1
Investing With Integrity - Loran Graham 46:29

2M ago46:29

46:29

Summary In this episode of the Investing with Integrity Podcast, host Jeff Talarico interviews Lauren Graham, a published author and financial advisor specializing in faith-based investing. They discuss Loran's journey in the financial services industry, the three-story house analogy for faith-based investing, the importance of stewardship, and the…

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

2M 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 …

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

2M 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 …

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

2M 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
Investing With Integrity - Stephen Kump 45:53

2M ago45:53

45:53

Summary Stephen Kump, the founder of Charity Vest, aims to shape the world to be more generous by providing everyone with a donor-advised fund or a charitable giving account. He has a background in consulting and philanthropy advising, where he helped major donors be more strategic with their giving. Stephen noticed the issues and limitations with …

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

3M 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…

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

3M 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
Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024) 40:25

3M 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

3M 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
Investing With Integrity - Jeff Hybiak 46:15

3M ago46:15

46:15

Summary In this conversation, Jeff Hybiak shares his personal journey from being an introverted accountant to becoming a co-owner of an investment advisory firm. He discusses the importance of being true to oneself and finding a career that aligns with one's interests and strengths. Jeff also talks about the founding of Cornerstone Portfolios, a bi…

1
Ep. 152 | Dave Whichard – Let Your Mindset Be a Catalyst for Success 39:33

3M ago39:33

39:33

On this episode of The Rich Equation Podcast, Ashish is joined by Dave Whichard. Dave Whichard is more than a successful businessman; he's a leader driven by values. With family and faith as his guiding lights, Dave's journey is marked by not only professional achievements but also a genuine commitment to serving others. From building businesses to…

1
Pre-validation: combatting fraud and minimising errors in payments 34:45

3M ago34:45

34:45

Cian O’Murchu, head of strategic transformation, Mireia Guisado-Parra, pre-validation product owner at Swift and Julien Lasalle, head of cashless payment monitoring at Banque de France, join Lewis McLellan, editor of OMFIF’s Digital Monetary Institute. Together, they discuss the implementation of pre-validation – a new tool developed to reduce the …

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

3M 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

3M 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 …

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