Best Mark Crandall Podcasts (2024)

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

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

4d 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

5d 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

8d 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

11d 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

18d 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

22d 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

25d 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

28d 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

29d 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

1M 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

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

1M 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
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

2M 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

2M 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

2M 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
Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary) 1:17:22

2M ago1:17:22

1:17:22

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 Danny Dayan on Twitter: https://twitter.com/DannyDayan5 Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack …

1
Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank 1:11:05

2M ago1:11:05

1:11:05

By Blockworks

1
China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever 1:24:52

3M ago1:24:52

1:24:52

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/ __ Follow Brian McCarthy on Twitter https://twitter.com/briangobosox Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Ja…

1
Citrini: The Next Phase of The Stock Market's AI-Obsession 1:14:14

3M ago1:14:14

1:14:14

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 Citrini on Twitter: https://twitter.com/Citrini7 Citrini's Substack: https://www.citriniresearch.com/ Follow VanEck on Twit…

1
Ep. 2: Scaling out 4x and how you can as well 16:38

3M ago16:38

16:38

WARNING: THE SCALE TO SALE PODCAST HAS LED TO RAPID REVENUE GROWTH, SYSTEM INTEGRATIONS TO CAUSE AN EXCESS AMOUNT OF FREE TIME, AND BRANDS BUILT THAT INVESTORS ARE CLAWING TO BUY. And the most urgent disclaimer… …is that entrepreneurs who listen to the Scale to Sale Podcast are known to buy, sell, and trade companies. Do not consume any Scale to Sa…

1
Ep. 1: Preview 0:37

3M ago0:37

0:37

WARNING: Exposure to this podcast could result in accelerated business growth, an unexpected surplus of free time, and predictable profits. By consuming the content shared on the Scale to Sale Podcast you do assume the risk of joining our growing list of companies that have Scaled to Sale. Gain access to all things on the horizon at www.scaletosale…

1
Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities 1:24:09

3M ago1:24:09

1:24:09

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. Dean Curnutt, founder and CEO of Macro Risk Advisors, joins Forward Guidance to share how the ongoing bull market has led to a bear market in volatility. Realized and implied vol has fallen sharply as the mar…

1
Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley 1:03:11

3M ago1:03:11

1:03:11

__ 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/hodlprospectus/ __ Jack, Joseph Wang, and Mike Ippolito break down the January Fed meeting. Recorded shortly after the Powell press conference on January 31, 2024. __ Follow Jo…

1
U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey 1:22:43

3M ago1:22:43

1:22:43

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: vaneck.com/hodlprospectus/ John Comiskey’s day job does not involve processing reams of data on the daily deposits and withdrawals of the U.S. Treasury’s bank account in order to predict how much th…

1
Chris Whalen: Commercial Real Estate "Trainwreck” Will Hit Banking System, Consumer Credit Is Normalizing, and Interest Rate Cuts Won’t Do Much To Help Banks 1:08:38

3M ago1:08:38

1:08:38

Forward Guidance is sponsored by Van Eck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. __ Chris Whalen of Whalen Global Advisors returns to Forward Guidance to share his outlook on the U.S. banking sector for 2024. Whalen argues that consumer and business credit is faring fine, as delinquencies are risi…

1
David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba 1:12:25

3M ago1:12:25

1:12:25

Forward Guidance is sponsored by Van Eck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. __ David Kotok, co-founder and chief investment officer at Cumberland Advisors, joins Jack fresh off his trip to Cuba, to share insights about the Cuban financial system. Kotok argues that the Federal Reserve has demo…

1
Neil Dutta: Why There Was No Recession In 2023 50:44

3M ago50:44

50:44

Forward Guidance is sponsored by Van Eck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at vaneck.com/MOATFG. __ Throughout much of 2022 and 2023, that a recession was imminent was the base case among mainstream economists. Neil Dutta, Head of Economic Research at Renaissance Macro LLC, was among the few to defy this consensus. Why? …

1
Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy 56:36

3M ago56:36

56:36

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG,. __ So many market participants now regard an inverted yield curve as a harbinger of a recession, due to the indicator’s perfect track record of preceding an economic slowdown. Today, Jack interviews the founder of thi…

1
Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor 1:17:28

3M ago1:17:28

1:17:28

Michaell Howell, CEO of CrossBorder Capital, returns to Forward Guidance to update viewers on his outlook on global liquidity. Howell notes that further evidence supports his long-held view that liquidity bottomed in October 2022, and he explains why he expects liquidity to strengthen further into 2024, making for a favorable environment for liquid…

1
Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported 1:39:03

3M ago1:39:03

1:39:03

Andy Verity, Economics Correspondent for BBC News, joins Forward Guidance to discuss revelations from his new book, “Rigged: The Incredible True Story Of The Whistleblowers Jailed After Exposing The Rotten Heart Of The Financial System.” Verity argues that the traders who were convicted of rigging the London Interbank Offered Rate (LIBOR) are mere …

1
Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High 1:21:33

3M ago1:21:33

1:21:33

Kevin Muir, veteran trader and publisher of The Macro Tourist newsletter, returns to Forward Guidance to update viewers with his thoughts on the U.S. fiscal deficit, the bond market, and buy-write ETFs. Muir argues that persistently stimulative fiscal policy will keep nominal demand and growth high in the U.S., and that over the next decade, inflat…

1
Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening 1:59:05

3M ago1:59:05

1:59:05

Paul Hodges of New Normal Consulting and publisher of The pH Report returns to Forward Guidance to update viewers on the state of the chemicals and automotive industry. Hodges sees significant overcapacity in chemicals and persistently low price of ethene, propylene, and other chemicals suggests that demand is weakening. Jack asks about whether the…

1
Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing? 1:02:38

4M ago1:02:38

1:02:38

Today’s interview is sponsored by Public. You can go to Public.com, purchase Treasury bills in seconds, and you may be able to earn some of the highest yields we’ve seen since the year 2000. Go to https://public.com/forwardguidance to get started. -- On today's episode, Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, and George G…

1
Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation 1:04:17

4M ago1:04:17

1:04:17

On today's episode, Former Fed trader, CIO at Monetary Macro & Author Joseph Wang joins the show to discuss his outlook for 2024. Joseph walks through his stock market "crack up boom" thesis, the rise of fiscal dominance & the path ahead for bonds as the U.S runs record high deficits. We then deep dive into the Fed's QT program, the reverse repo ou…

1
Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades 1:12:52

4M ago1:12:52

1:12:52

By Blockworks

1
Dispatches From India | Andrei Stetsenko, Partner at Farley Capital 1:06:57

4M ago1:06:57

1:06:57

Andrei Stetsenko, partner at Farley Capital, joins Forward Guidance to share insights from his experience investing in India. Stetsenko, who works with Jack’s father, argues that India’s economy is being turbocharged by exceptionally favorable demographics, accelerating urbanization, and growing infrastructure. He explains why he believes India’s s…

1
Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust 49:02

4M ago49:02

49:02

Carson Block, activist short seller and founder of Muddy Waters Research and Muddy Waters Capital, returns to Forward Guidance to share his short thesis on Blackstone Mortgage Trust (BXMT), a large publicly traded vehicle that owns loans backed by commercial real estate (CRE) buildings. Block argues that a “perfect macro storm” of lower net operati…

1
The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian 47:48

4M ago47:48

47:48

Jared Dillian, founder of The Daily Dirtnap and author of “No Worries: How To Live A Stress-Free Financial Life,” returns to Forward Guidance to argue that too many are too excited about the stock market and private equity and that, accordingly, he is short both. Dillian expects the much-anticipated recession that never appeared in 2023 to finally …

1
Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans 1:27:42

4M ago1:27:42

1:27:42

Carolyn Sissoko, senior lecturer at University of the West of England, joins Forward Guidance alongside Joseph Wang, CIO of Monetary Macro and author at FedGuy.com, to discuss the Federal Reserve’s public acknowledgement that it may cut interest rates in 2024, the collateral supply effect, and the merging of of credit allocation facilities and mone…

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