Forward Guidance

Forward Guidance

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The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.

Podcasts

Accident Brewing | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later

Published: June 27, 2024, 3:19 p.m.
Duration: 1 hour 1 minute 4 seconds

Listed in: Business

The Next Big Thing In Capital Markets | David Goone

Published: June 24, 2024, 3:47 p.m.
Duration: 1 hour 8 minutes 34 seconds

Listed in: Business

Citrini on 2024 Election Portfolio Construction And AI Mania

Published: June 18, 2024, 10:50 p.m.
Duration: 1 hour 46 minutes 22 seconds

Listed in: Business

Growth Scare Hits U.S. Economy | Barry Knapp on Feds Quadrilemma, Lehman Brothers, and Job Market

Published: June 13, 2024, 8 p.m.
Duration: 1 hour 19 minutes 37 seconds

Listed in: Business

Get Used to 3-4% Inflation and 4-5% Interest Rates | Jim Bianco on Feds June Meeting and Resilient U.S. Economy

Published: June 12, 2024, 10:27 p.m.
Duration: 1 hour 8 minutes 54 seconds

Listed in: Business

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

Published: June 6, 2024, 7:01 p.m.
Duration: 1 hour 32 minutes 8 seconds

Listed in: Business

The Modular Integration Spectrum | Keone & Zon

Published: June 5, 2024, 2:51 p.m.
Duration: 1 hour 3 minutes 44 seconds

Listed in: Business

Jens Nordvig: Days of Japans Zero Interest Rate Policy (ZIRP) Are Numbered

Published: June 4, 2024, 6:04 p.m.
Duration: 1 hour 57 seconds

Listed in: Business

The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup

Published: June 1, 2024, 6:44 p.m.
Duration: 46 minutes 21 seconds

Listed in: Business

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

Published: May 31, 2024, 4:41 p.m.
Duration: 1 hour 16 minutes 28 seconds

Listed in: Business

Jack Ryan on The Housing Cartel That's Stifling The American Economy

Published: May 30, 2024, 5:44 p.m.
Duration: 1 hour 15 minutes 7 seconds

Listed in: Business

In This Economy? | Kyla Scanlon

Published: May 30, 2024, 1:41 p.m.
Duration: 46 minutes 26 seconds

Listed in: Business

James Fishback: Inside The Head Of Macro Dispute That Has Captivated The Hedge Fund World

Published: May 23, 2024, 6:25 p.m.
Duration: 1 hour 53 minutes 59 seconds

Listed in: Business

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

Published: May 20, 2024, 5:43 p.m.
Duration: 1 hour 35 minutes 6 seconds

Listed in: Business

Nick Givanovic: Treasury Bonds Are Historically Unattractive To Leveraged Investors

Published: May 16, 2024, 2:50 p.m.
Duration: 1 hour 19 minutes 25 seconds

Listed in: Business

Why The Dollar Will Be The Last Man Standing Of Fiat Currencies | Keith Dicker

Published: May 14, 2024, 11 a.m.
Duration: 1 hour 10 minutes 50 seconds

Listed in: Business

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

Published: May 9, 2024, 11 a.m.
Duration: 1 hour 2 minutes 6 seconds

Listed in: Business

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

Published: May 6, 2024, 8:03 p.m.
Duration: 56 minutes 36 seconds

Listed in: Business

Powells Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024

Published: May 1, 2024, 10:35 p.m.
Duration: 1 hour 12 minutes 17 seconds

Listed in: Business

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

Published: April 30, 2024, 6:05 p.m.
Duration: 1 hour 5 minutes 18 seconds

Listed in: Business

The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman

Published: April 25, 2024, 2:19 p.m.
Duration: 51 minutes 52 seconds

Listed in: Business

Can The U.S Handle High Interest Rates Past 2024? | Ben Miller

Published: April 22, 2024, 2 p.m.
Duration: 1 hour 21 minutes 18 seconds

Listed in: Business

Chris Whalen: Higher For Longer Interest Rate Regime Is Bad For Banks

Published: April 21, 2024, 8:03 p.m.
Duration: 42 minutes 1 second

Listed in: Business

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

Published: April 15, 2024, 8:09 p.m.
Duration: 1 hour 33 minutes 16 seconds

Listed in: Business

The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of Engineered Yield

Published: April 8, 2024, 9:07 p.m.
Duration: 1 hour 10 minutes 33 seconds

Listed in: Business

The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks

Published: April 1, 2024, 10 p.m.
Duration: 1 hour 19 minutes 33 seconds

Listed in: Business

Inflation Isnt Going Away And Investors Own The Wrong Assets | Larry McDonald on When Markets Speak

Published: March 29, 2024, 3 p.m.
Duration: 1 hour 6 minutes 37 seconds

Listed in: Business

Russell Napier On The Rise And Fall Of The Age Of Debt And Chinas Choice Between Deflation and Devaluation

Published: March 26, 2024, 4:59 p.m.
Duration: 1 hour 13 minutes 2 seconds

Listed in: Business

Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank)

Published: March 18, 2024, 1 p.m.
Duration: 2 hours 27 minutes 52 seconds

Listed in: Business

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

Published: March 14, 2024, 6:44 p.m.
Duration: 1 hour 4 minutes 51 seconds

Listed in: Business

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

Published: March 12, 2024, 4 p.m.
Duration: 58 minutes 40 seconds

Listed in: Business

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

Published: March 7, 2024, 7:04 p.m.
Duration: 54 minutes 57 seconds

Listed in: Business

Portrait Of A Sick Market | Milton Berg On How The Stock Markets Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929

Published: March 4, 2024, 6:04 p.m.
Duration: 1 hour 42 minutes 4 seconds

Listed in: Business

Remi Tetot on AI, Crypto, and Uranium

Published: March 3, 2024, 10:24 p.m.
Duration: 56 minutes 46 seconds

Listed in: Business

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

Published: Feb. 29, 2024, 8:06 p.m.
Duration: 1 hour 6 minutes 10 seconds

Listed in: Business

Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness

Published: Feb. 27, 2024, 8:30 p.m.
Duration: 1 hour 5 minutes 15 seconds

Listed in: Business

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

Published: Feb. 26, 2024, 3:40 p.m.
Duration: 1 hour 26 minutes 21 seconds

Listed in: Business

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

Published: Feb. 23, 2024, 2:44 p.m.
Duration: 52 minutes 29 seconds

Listed in: Business

Swiss Res Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility

Published: Feb. 22, 2024, 3:49 p.m.
Duration: 48 minutes 15 seconds

Listed in: Business

Paul Sankey: Oil Would Be Below $60 If It Werent For Saudi Production Cuts

Published: Feb. 21, 2024, 4:21 a.m.
Duration: 52 minutes 41 seconds

Listed in: Business

Secrets of Small Cap Value Investing | Kyle Mowery

Published: Feb. 19, 2024, 1:12 p.m.
Duration: 1 hour 17 minutes 31 seconds

Listed in: Business

The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba

Published: Feb. 16, 2024, 9:16 p.m.
Duration: 1 hour 12 minutes 42 seconds

Listed in: Business

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

Published: Feb. 13, 2024, 6:18 p.m.
Duration: 1 hour 17 minutes 22 seconds

Listed in: Business

Chinas Deflation Trap | Brian McCarthy On The Popping Of The Worlds Biggest Bubble Ever

Published: Feb. 9, 2024, 4:57 p.m.
Duration: 1 hour 24 minutes 52 seconds

Listed in: Business

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

Published: Feb. 7, 2024, 5:43 p.m.
Duration: 1 hour 14 minutes 14 seconds

Listed in: Business

Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And Interesting VIX Opportunities

Published: Feb. 5, 2024, 6:08 p.m.
Duration: 1 hour 24 minutes 9 seconds

Listed in: Business

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

Published: Jan. 29, 2024, 11:11 p.m.
Duration: 1 hour 22 minutes 43 seconds

Listed in: Business

David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba

Published: Jan. 25, 2024, 6:54 p.m.
Duration: 1 hour 12 minutes 25 seconds

Listed in: Business

Neil Dutta: Why There Was No Recession In 2023

Published: Jan. 22, 2024, 3:28 p.m.
Duration: 50 minutes 44 seconds

Listed in: Business

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

Published: Jan. 16, 2024, 11:21 p.m.
Duration: 1 hour 17 minutes 28 seconds

Listed in: Business

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

Published: Jan. 16, 2024, 8:40 p.m.
Duration: 1 hour 39 minutes 3 seconds

Listed in: Business

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

Published: Jan. 14, 2024, 11:51 p.m.
Duration: 1 hour 21 minutes 33 seconds

Listed in: Business

Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening

Published: Jan. 13, 2024, noon
Duration: 1 hour 59 minutes 5 seconds

Listed in: Business

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

Published: Jan. 11, 2024, 8:57 p.m.
Duration: 1 hour 2 minutes 38 seconds

Listed in: Business

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

Published: Jan. 8, 2024, 11:31 p.m.
Duration: 1 hour 4 minutes 17 seconds

Listed in: Business

Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And Disaster VIX Trades

Published: Jan. 5, 2024, 9:13 p.m.
Duration: 1 hour 12 minutes 52 seconds

Listed in: Business

Dispatches From India | Andrei Stetsenko, Partner at Farley Capital

Published: Jan. 4, 2024, 6 p.m.
Duration: 1 hour 6 minutes 57 seconds

Listed in: Business

Carson Block: Perfect Macro Storm To Hit Blackstone Mortgage Trust

Published: Jan. 2, 2024, 7:47 p.m.
Duration: 49 minutes 2 seconds

Listed in: Business

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

Published: Dec. 30, 2023, 6:14 p.m.
Duration: 47 minutes 48 seconds

Listed in: Business

Carolyn Sissoko & Joseph Wang on the Fed Pivot and Too Big To Fail In Private Equity & Leveraged Loans

Published: Dec. 25, 2023, 2:23 p.m.
Duration: 1 hour 27 minutes 42 seconds

Listed in: Business

Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par

Published: Dec. 21, 2023, 9:21 p.m.
Duration: 1 hour 17 minutes 9 seconds

Listed in: Business

Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades

Published: Dec. 19, 2023, 6:43 p.m.
Duration: 1 hour 6 minutes 54 seconds

Listed in: Business

Kathy Jones: The Bull Case For Bonds, And The Need For Caution on Private Credit & Leveraged Loans

Published: Dec. 12, 2023, 9:01 p.m.
Duration: 56 minutes 28 seconds

Listed in: Business

The Banking System Is Healing | Dan Siciliano & Michael Ericson

Published: Dec. 11, 2023, 3:24 p.m.
Duration: 1 hour 29 minutes 47 seconds

Listed in: Business

Felix Zulauf: The End Of The Liquidity Cycle Approaches

Published: Dec. 7, 2023, 4:51 p.m.
Duration: 1 hour 42 seconds

Listed in: Business

Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact

Published: Nov. 29, 2023, 1:03 a.m.
Duration: 1 hour 20 minutes 52 seconds

Listed in: Business

Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued

Published: Nov. 24, 2023, 7:29 p.m.
Duration: 1 hour 9 minutes 36 seconds

Listed in: Business

The Worlds Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman

Published: Nov. 21, 2023, 9 p.m.
Duration: 1 hour 10 minutes 35 seconds

Listed in: Business

Jason Shapiro: Its Too Early To Get Long Bonds

Published: Nov. 16, 2023, 10:59 p.m.
Duration: 1 hour 11 minutes 21 seconds

Listed in: Business

George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal Supremacy Will Drive Stocks To Ponzi Stage

Published: Nov. 13, 2023, 5:37 p.m.
Duration: 1 hour 52 minutes 20 seconds

Listed in: Business

Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns

Published: Nov. 9, 2023, noon
Duration: 1 hour 3 minutes 25 seconds

Listed in: Business

The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli

Published: Nov. 6, 2023, 6:53 p.m.
Duration: 55 minutes 14 seconds

Listed in: Business

Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds

Published: Nov. 3, 2023, 4:35 p.m.
Duration: 49 minutes 20 seconds

Listed in: Business

Were In Uncharted Territory | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk

Published: Oct. 30, 2023, 9:36 p.m.
Duration: 1 hour 7 minutes 17 seconds

Listed in: Business

Sam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of The Century

Published: Oct. 27, 2023, 2:56 a.m.
Duration: 52 minutes 49 seconds

Listed in: Business

Duration Remains Unattractive, Says Veteran High Yield Bond Investor

Published: Oct. 26, 2023, 4 p.m.
Duration: 1 hour 12 minutes 59 seconds

Listed in: Business

A Deep Dive On China's Financial System | Aidan Garrib

Published: Oct. 23, 2023, 6 p.m.
Duration: 1 hour 11 minutes 38 seconds

Listed in: Business

John Toohig & Nate Stovall: Bank Loan Market Is Very Frozen

Published: Oct. 18, 2023, 11:30 p.m.
Duration: 1 hour 11 minutes 19 seconds

Listed in: Business

Chris Whalen: Banking System On Knifes Edge As Fed May Destroy The World

Published: Oct. 17, 2023, 11:23 p.m.
Duration: 1 hour 7 minutes 38 seconds

Listed in: Business

The Future Of Financial Repression | Helen Thompson on Energy, Capital Controls, and the Federal Reserve

Published: Oct. 16, 2023, 3 p.m.
Duration: 1 hour 3 minutes 28 seconds

Listed in: Business

Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024

Published: Oct. 12, 2023, 5:09 p.m.
Duration: 1 hour 28 minutes 19 seconds

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Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes

Published: Oct. 9, 2023, 11 a.m.
Duration: 1 hour 5 minutes 23 seconds

Listed in: Business

Lyn Alden: The Monetary Order Is Broken

Published: Oct. 5, 2023, 6:14 p.m.
Duration: 1 hour 46 minutes 42 seconds

Listed in: Business

The Great Bond Bear Steepening | Alfonso Peccatiello

Published: Oct. 3, 2023, 7:05 p.m.
Duration: 1 hour 37 minutes 24 seconds

Listed in: Business

Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent

Published: Sept. 28, 2023, 2:58 p.m.
Duration: 1 hour 16 minutes 6 seconds

Listed in: Business

GameStop, Citadel, And The Fleecing Of Small Investors | Spencer Jakab

Published: Sept. 26, 2023, 11 a.m.
Duration: 1 hour 31 minutes 33 seconds

Listed in: Business

Former CFTC Commissioner Brian Quintenz On Crypto Regulation

Published: Sept. 25, 2023, 5:23 p.m.
Duration: 28 minutes 13 seconds

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The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson

Published: Sept. 23, 2023, 7:42 p.m.
Duration: 54 minutes 44 seconds

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Danielle DiMartino Booth: Jay Powell Just Went Way Off Script At September Fed Meeting

Published: Sept. 20, 2023, 10:50 p.m.
Duration: 1 hour 6 minutes 14 seconds

Listed in: Business

SEC Commissioner Hester Peirce on Regulation In Crypto, SPACs, and Money Market Funds

Published: Sept. 20, 2023, 1 a.m.
Duration: 31 minutes 18 seconds

Listed in: Business

Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview)

Published: Sept. 17, 2023, 5:38 p.m.
Duration: 22 minutes 7 seconds

Listed in: Business

Jim Bianco: No Recession, No Landing

Published: Sept. 15, 2023, 10:08 p.m.
Duration: 1 hour 8 minutes 28 seconds

Listed in: Business

Andrew Beer: Hedge Funds Charge Way, Way Too Much

Published: Sept. 14, 2023, 3:08 p.m.
Duration: 1 hour 28 minutes 26 seconds

Listed in: Business

Eric Basmajian: Why The U.S. Economy Hasnt Entered Recession Yet (And Why He Is Confident It Will Soon)

Published: Sept. 12, 2023, 8 p.m.
Duration: 1 hour 16 minutes 55 seconds

Listed in: Business

Milton Berg: The Stock Market Is In Trouble

Published: Sept. 8, 2023, 11 p.m.
Duration: 1 hour 27 minutes 54 seconds

Listed in: Business

Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro

Published: Sept. 6, 2023, 11 a.m.
Duration: 1 hour 2 minutes 33 seconds

Listed in: Business

"Credit Shock" In Commercial Real Estate | John Toohig, Victor Calanog, and Thomas LaSalvia

Published: Sept. 5, 2023, 2:13 p.m.
Duration: 1 hour 26 minutes 50 seconds

Listed in: Business

David Rosenberg: A Recession Is Coming In The Next 6 Months

Published: Aug. 31, 2023, 6:06 p.m.
Duration: 1 hour 26 minutes 56 seconds

Listed in: Business

Vincent Deluard: The Magic Money That Prevented Recession Is About To Disappear

Published: Aug. 29, 2023, 9:46 p.m.
Duration: 1 hour 6 minutes 44 seconds

Listed in: Business

Business Cycle Slowdown Will Intensify Into Recession | Mike Singleton

Published: Aug. 28, 2023, 10:48 p.m.
Duration: 1 hour 9 minutes 49 seconds

Listed in: Business

ESG: The 40 Trillion Dollar Bubble | Mark Neuman

Published: Aug. 25, 2023, 11 a.m.
Duration: 1 hour 3 minutes 24 seconds

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The Next Chapter in Emerging Markets Investing | Marshall Stocker, Co-Head of Emerging Markets, Morgan Stanley

Published: Aug. 24, 2023, 11:58 a.m.
Duration: 17 minutes 18 seconds

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Government Debt Crisis Has Hit U.S. Banks | Bill Isaac, Former FDIC Chair

Published: Aug. 22, 2023, 2:23 a.m.
Duration: 1 hour 38 minutes 16 seconds

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The Banking System's Guardian Angel You've Never Heard Of | Michael Ericson & Dan Siciliano on Federal Home Loan Banks

Published: Aug. 18, 2023, 3 p.m.
Duration: 1 hour 34 minutes 34 seconds

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Ivy Zelman: Housing Market Downturn Isn't Over

Published: Aug. 15, 2023, 3:15 p.m.
Duration: 59 minutes 43 seconds

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Fitch's U.S Debt Downgrade Was Justified | Danielle DiMartino Booth

Published: Aug. 13, 2023, 11 a.m.
Duration: 27 minutes 28 seconds

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Rate Cuts May Not End Fed's Quantitative Tightening | Former Atlanta Fed President Dennis Lockhart

Published: Aug. 12, 2023, 1 p.m.
Duration: 26 minutes 30 seconds

Listed in: Business

Inside Camp Kotok | David Kotok on Disastrous and Debilitating Effect Of Debt Ceiling on Bond Markets

Published: Aug. 11, 2023, 8:30 p.m.
Duration: 41 minutes 49 seconds

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Rumors Of The Death of Chinese Economys Have Been Greatly Exaggerated | Leland Miller

Published: Aug. 11, 2023, 4 p.m.
Duration: 10 minutes 39 seconds

Listed in: Business

The Feds Inflation Fight Isnt Over | Jim Bianco & Samuel Rines (Camp Kotok)

Published: Aug. 10, 2023, 8:09 p.m.
Duration: 22 minutes 2 seconds

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The Sovereign Debt Spiral | James Lavish

Published: Aug. 1, 2023, 6:01 p.m.
Duration: 1 hour 21 minutes 15 seconds

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The Great Liquidity Debate | Michael Howell & Andy Constan

Published: July 27, 2023, 6:55 p.m.
Duration: 1 hour 22 minutes 17 seconds

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Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting

Published: July 26, 2023, 11:40 p.m.
Duration: 1 hour 18 minutes 12 seconds

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Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply

Published: July 24, 2023, 7:32 p.m.
Duration: 56 minutes 14 seconds

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It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley

Published: July 22, 2023, 11 a.m.
Duration: 53 minutes 39 seconds

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Bullishness Approaching Mania | Peter Atwater on Market Psychology And The Confidence Map

Published: July 21, 2023, 5:50 p.m.
Duration: 1 hour 7 minutes 48 seconds

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OPEC To The Rescue | Rory Johnstons Cautious Bull Case For >$80 Oil

Published: July 18, 2023, 11 a.m.
Duration: 1 hour 20 minutes 55 seconds

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The Recession Paradox | Alfonso Peccatiello

Published: July 16, 2023, 11 a.m.
Duration: 1 hour 11 minutes 29 seconds

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The Laws Of Quantitative Investing | Michael Robbins

Published: July 13, 2023, 11 a.m.
Duration: 1 hour 16 minutes 43 seconds

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The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly

Published: July 11, 2023, 6:36 p.m.
Duration: 1 hour 11 minutes 56 seconds

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Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains

Published: July 9, 2023, 11 a.m.
Duration: 1 hour 15 minutes 39 seconds

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The Price of Time | Edward Chancellor & Joseph Wang

Published: July 6, 2023, 11 a.m.
Duration: 1 hour 6 minutes 55 seconds

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What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"

Published: July 2, 2023, 11 a.m.
Duration: 1 hour 28 minutes 44 seconds

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Will The Fed Get Their Soft Landing? | Weekly Round Up

Published: July 1, 2023, 11 a.m.
Duration: 58 minutes 55 seconds

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Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth

Published: June 30, 2023, 2:30 p.m.
Duration: 45 minutes 9 seconds

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The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR

Published: June 26, 2023, 9:09 p.m.
Duration: 1 hour 49 minutes 23 seconds

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Return Of The Bull Market? | On The Margin Round Up

Published: June 24, 2023, 11 a.m.
Duration: 1 hour 7 minutes 47 seconds

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Michael Howell: "QE Is Coming Back, Big Time"

Published: June 22, 2023, 11 a.m.
Duration: 1 hour 34 minutes 50 seconds

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SPACs Are Bonds, Actually | Louis Camhi

Published: June 19, 2023, 11 a.m.
Duration: 1 hour 44 minutes 26 seconds

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Jay Powells Plan To Kill The Fed Put | Danielle DiMartino Booth

Published: June 15, 2023, 4:15 a.m.
Duration: 56 minutes 52 seconds

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Did The Fed Just Back Down? | Joseph Wang & Michael Ippolito

Published: June 14, 2023, 10:07 p.m.
Duration: 1 hour 16 minutes 2 seconds

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Higher For Longer | Robert Kaplan, Former Dallas Fed President & CEO

Published: June 12, 2023, 8:57 p.m.
Duration: 1 hour 4 minutes 22 seconds

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The Holy Grail of Macro Investing | Eric Crittenden

Published: June 12, 2023, 11 a.m.
Duration: 1 hour 6 minutes 16 seconds

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The Music Is About To Stop: John Toohig & Randy Woodward on Bank Lending, Deflation, and Secondary Loan Liquidity

Published: June 9, 2023, 8:23 p.m.
Duration: 1 hour 19 minutes 51 seconds

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Artificial Intelligence Bubble Has Only Just Begun, Says Citrini7, World's Hottest A.I. Stockpicker

Published: June 7, 2023, 7:45 p.m.
Duration: 1 hour 6 minutes 25 seconds

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Coinbase Sued By SEC | Casey Wagner

Published: June 6, 2023, 10:34 p.m.
Duration: 26 minutes 35 seconds

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The Fed Put Still Lives | Vincent Daniel

Published: June 6, 2023, 5:39 p.m.
Duration: 1 hour 24 minutes 42 seconds

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Joseph Wang & Alex Etra: Trillion-Dollar Liquidity Drain Imminent

Published: June 6, 2023, 12:38 a.m.
Duration: 1 hour 14 minutes 32 seconds

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Rate Hikes Are Inflationary, Says Warren Mosler, Godfather of Modern Monetary Theory (MMT)

Published: June 1, 2023, 12:42 p.m.
Duration: 1 hour 29 minutes 39 seconds

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The Debt Ceiling Approaches | Joseph Wang & Dominique Dwor-Frecaut

Published: May 28, 2023, 12:50 a.m.
Duration: 1 hour 20 minutes 4 seconds

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Long Stocks, Long Dollar, Short Gold | Jason Shapiro

Published: May 26, 2023, 11 a.m.
Duration: 1 hour 12 minutes 44 seconds

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Bull Market In Oil Is Over (For Now) | Paul Sankey

Published: May 22, 2023, 11 a.m.
Duration: 1 hour 6 minutes 19 seconds

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The Return Of Bank Runs | Sheila Bair, Former FDIC Chair

Published: May 19, 2023, 2:40 p.m.
Duration: 57 minutes 15 seconds

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Nicholas Glinsman on Banks, Commercial Real Estate, and China

Published: May 18, 2023, 2:15 p.m.
Duration: 1 hour 39 minutes 56 seconds

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The Fed's Playbook for Fighting Bank Panics, Now vs. The Great Depression | Dr. Jane Knodell

Published: May 15, 2023, 4:54 p.m.
Duration: 1 hour 4 minutes 47 seconds

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Why Bank Money Is Disappearing | Patrick Perret-Green

Published: May 12, 2023, 5:45 p.m.
Duration: 1 hour 11 minutes 18 seconds

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Why The U.S. Dollar Could Fall Even In A Recession | Jens Nordvig

Published: May 11, 2023, 11 a.m.
Duration: 1 hour 13 minutes 13 seconds

Listed in: Business

Michael Pettis: China's Economic Growth Model Is Dying

Published: May 8, 2023, 11:06 a.m.
Duration: 1 hour 12 minutes 59 seconds

Listed in: Business

The Feds "Controlled Demolition" of The Financial System | Danielle DiMartino Booth

Published: May 4, 2023, 10:55 p.m.
Duration: 1 hour 9 minutes 24 seconds

Listed in: Business

Nick Timiraos: The Fed Doesn't Want Bank Failures In The News

Published: May 4, 2023, 4:55 p.m.
Duration: 1 hour 2 minutes 29 seconds

Listed in: Business

Fed Downplays Bank Crisis As Another Bank Teeters | Jim Bianco

Published: May 3, 2023, 9:58 p.m.
Duration: 1 hour 26 minutes 40 seconds

Listed in: Business

A Wild Ride In The Oil Market | Josh Young

Published: May 2, 2023, 7:50 p.m.
Duration: 1 hour 14 minutes 54 seconds

Listed in: Business

The Failure of First Republic Bank | Chris Whalen & Randy Woodward

Published: May 1, 2023, 10:53 p.m.
Duration: 1 hour 8 minutes 16 seconds

Listed in: Business

Dr. Perry Mehrling on The Dollar Standard, Globalization of Shadow Banking, and Charles Kindleberger

Published: May 1, 2023, 7:45 p.m.
Duration: 1 hour 17 minutes 53 seconds

Listed in: Business

Jared Dillian: Sentiment Is Still Really, Really Bad

Published: April 27, 2023, 10:50 p.m.
Duration: 48 minutes 47 seconds

Listed in: Business

Nathan Tankus on The "Pozsar Moment" In Shadow Banking

Published: April 25, 2023, 8:06 p.m.
Duration: 1 hour 21 minutes 31 seconds

Listed in: Business

Jeff Snider: The Credit Crunch Is Here As Ultra Rare Bond Market Signal Flashes Red For First Time Since 2008

Published: April 24, 2023, 6:20 p.m.
Duration: 1 hour 5 minutes 22 seconds

Listed in: Business

An Update On The "March Banking Panic" | Weekly Round Up

Published: April 22, 2023, 11 a.m.
Duration: 54 minutes 3 seconds

Listed in: Business

Brent Johnson on Why The De-Dollarization Narrative Is Overhyped

Published: April 21, 2023, 3:09 p.m.
Duration: 1 hour 7 minutes 54 seconds

Listed in: Business

Do Banks Have Enough Capital? | Dr. Martien Lubberink

Published: April 20, 2023, 8:56 p.m.
Duration: 1 hour 13 minutes 16 seconds

Listed in: Business

Money Supply Is Falling By Most Since Great Depression | Danielle DiMartino Booth

Published: April 18, 2023, 8:11 p.m.
Duration: 1 hour 11 minutes 55 seconds

Listed in: Business

PIMCOs Cash King On Liquidity, Repo, Debt Ceiling, And Yield Curve Inversion | Jerome Schneider

Published: April 17, 2023, 10:40 p.m.
Duration: 1 hour 2 minutes 47 seconds

Listed in: Business

Key Principles For Successful Trading | Simon Ree

Published: April 17, 2023, 2:05 p.m.
Duration: 1 hour 8 minutes 44 seconds

Listed in: Business

Chris Whalen on Big Bank Earnings and the Return of Credit Risk

Published: April 14, 2023, 5:35 p.m.
Duration: 50 minutes 13 seconds

Listed in: Business

The Commercial Real Estate Default Cycle Has Only Just Begun | Dan McNamara

Published: April 12, 2023, 11:15 p.m.
Duration: 1 hour 18 minutes 18 seconds

Listed in: Business

Lou Crandall & Joseph Wang: A Monetary Plumbing Masterclass

Published: April 10, 2023, 1:41 p.m.
Duration: 1 hour 21 minutes 11 seconds

Listed in: Business

A Recession Is Somewhat Unavoidable, Says Liz Ann Sonders

Published: April 6, 2023, 3:55 p.m.
Duration: 52 minutes 9 seconds

Listed in: Business

The Next Chapter In Interest Rate History | Dr. Richard Sylla

Published: April 5, 2023, 11 a.m.
Duration: 59 minutes 48 seconds

Listed in: Business

The Bank Panic Is Already Over (Heres Why) | John Maxfield

Published: April 4, 2023, 3:17 p.m.
Duration: 1 hour 26 minutes 59 seconds

Listed in: Business

Peter Stella & Joseph Wang on Debt Death Spirals, Monetarism, and The Fiscal Theory Of The Price Level

Published: April 3, 2023, 11:20 a.m.
Duration: 1 hour 17 minutes 21 seconds

Listed in: Business

Commercial Real Estate Is In Serious Trouble | Nick Halaris

Published: March 30, 2023, 11 a.m.
Duration: 1 hour 8 minutes 35 seconds

Listed in: Business

Former Central Banker on China, Global Discord, and Financial Stability | Sir Paul Tucker

Published: March 27, 2023, 5:05 a.m.
Duration: 1 hour 22 minutes 58 seconds

Listed in: Business

The Next Phase Of The Banking Crisis | Joseph Wang & Randy Woodward

Published: March 23, 2023, 9:40 p.m.
Duration: 1 hour 21 minutes 15 seconds

Listed in: Business

Michael Howell: Can The Fed Keep Raising Rates During A Banking Crisis? | Michael Howell

Published: March 22, 2023, 9:16 p.m.
Duration: 1 hour 26 minutes 23 seconds

Listed in: Business

Something Systemic Has Happened | Daniel Neilson

Published: March 21, 2023, 9:38 p.m.
Duration: 1 hour 34 seconds

Listed in: Business

Marc Cohodes: The Stock Market Is Not A Game

Published: March 20, 2023, 9:55 p.m.
Duration: 1 hour 16 minutes 2 seconds

Listed in: Business

The Banks Didnt Hedge Enough | Mustafa Chowdhury

Published: March 19, 2023, 7:05 p.m.
Duration: 1 hour 23 minutes 40 seconds

Listed in: Business

This is NOT 2008 | Harris Kupperman

Published: March 17, 2023, 1:25 p.m.
Duration: 51 minutes 58 seconds

Listed in: Business

Governor Kuroda: The Decades Most Consequential Central Banker

Published: March 16, 2023, 10:06 a.m.
Duration: 47 minutes 54 seconds

Listed in: Business

Lyn Alden: Bank Runs And The Financial Repression End Game | Lyn Alden

Published: March 15, 2023, 8:50 p.m.
Duration: 1 hour 8 minutes 28 seconds

Listed in: Business

Michael Kao: Bank Bailout Allows The Fed To Tighten Even More

Published: March 14, 2023, 10:40 p.m.
Duration: 1 hour 11 minutes 8 seconds

Listed in: Business

The Bank Bailout Will Create Moral Hazard | Joseph Wang & Stephen Miran

Published: March 13, 2023, 11:30 p.m.
Duration: 1 hour 3 minutes 48 seconds

Listed in: Business

The Bank Crisis Is "Overblown" | Joseph Wang

Published: March 13, 2023, 9:48 p.m.
Duration: 1 hour 33 seconds

Listed in: Business

Danielle DiMartino Booth: A Banking Panic Makes The Feds Job More Difficult

Published: March 13, 2023, 8:10 p.m.
Duration: 57 minutes 55 seconds

Listed in: Business

Crazy Things Are Happening In The Japanese Bond Market | Weston Nakamura

Published: March 11, 2023, 12:30 a.m.
Duration: 50 minutes 50 seconds

Listed in: Business

Chris Whalen: The Fed Is To Blame For The Collapse of Silicon Valley Bank

Published: March 10, 2023, 8:31 p.m.
Duration: 29 minutes 50 seconds

Listed in: Business

Does Powell Mean Business? | David Hay

Published: March 9, 2023, 2:05 p.m.
Duration: 1 hour 10 minutes 52 seconds

Listed in: Business

The Case For Bonds | Alfonso Peccatiello

Published: March 6, 2023, noon
Duration: 1 hour 2 minutes 10 seconds

Listed in: Business

Breaking Down Warren Buffett's 2023 Shareholder Letter | Yun Li

Published: March 4, 2023, noon
Duration: 56 minutes 34 seconds

Listed in: Business

Navigating A "Structural Shift" In Markets | Joseph Wang & Martin Pelletier

Published: March 3, 2023, noon
Duration: 1 hour 12 minutes 44 seconds

Listed in: Business

Mike Green: Recession Approaches As Housing & Car Markets Weaken

Published: March 2, 2023, noon
Duration: 1 hour 16 minutes 16 seconds

Listed in: Business

Restrictions On Investments Into China Are Imminent | Harald Malmgren & Nicholas Glinsman

Published: Feb. 27, 2023, 12:45 p.m.
Duration: 1 hour 28 minutes 16 seconds

Listed in: Business

Doomberg & Steve Keen: The Green New Deal and Energy Security

Published: Feb. 23, 2023, 12:25 p.m.
Duration: 1 hour 11 minutes 6 seconds

Listed in: Business

The Soft Landing Will Be Transitory | Bob Elliott & Andy Constan

Published: Feb. 20, 2023, noon
Duration: 1 hour 25 minutes 2 seconds

Listed in: Business

Learning From Financial Crises | Joseph Wang & Steven Kelly

Published: Feb. 16, 2023, noon
Duration: 1 hour 16 minutes 44 seconds

Listed in: Business

Michael Howell: Liquidity Is Back

Published: Feb. 13, 2023, noon
Duration: 1 hour 21 minutes 43 seconds

Listed in: Business

Bear Market Not Over, Says Veteran Trader Who Made 163% Return in 2022 | Neal Berger

Published: Feb. 9, 2023, 4:02 p.m.
Duration: 55 minutes 28 seconds

Listed in: Business

The Bond Market Is Wrong | Joseph Wang & Dominique Dwor-Frecaut

Published: Feb. 6, 2023, noon
Duration: 1 hour 16 minutes 4 seconds

Listed in: Business

Central Bankers vs. The Bond Market | Roger Hirst

Published: Feb. 2, 2023, 9:58 p.m.
Duration: 1 hour 19 minutes 29 seconds

Listed in: Business

Jim Bianco on Fed Chair Powell's Reluctance To Discipline The Bulls (February 2023 FOMC)

Published: Feb. 1, 2023, 10:39 p.m.
Duration: 1 hour 16 minutes 11 seconds

Listed in: Business

What This Fed Watcher Is On The Lookout For | Colby Smith (February 2023 FOMC)

Published: Jan. 31, 2023, 8:08 p.m.
Duration: 57 minutes 35 seconds

Listed in: Business

Earnings Season Is Strong (So Far) | Sam Burns

Published: Jan. 31, 2023, 2:48 p.m.
Duration: 1 hour 59 seconds

Listed in: Business

The Bear Market Ended Months Ago, Says Master of Turning Points | Milton Berg

Published: Jan. 26, 2023, 2:52 p.m.
Duration: 1 hour 10 minutes 48 seconds

Listed in: Business

Dusting Off The Recession Playbook | Tian Yang

Published: Jan. 23, 2023, 3:23 p.m.
Duration: 1 hour 13 minutes 48 seconds

Listed in: Business

Transitory Goldilocks Is Here | Darius Dale

Published: Jan. 19, 2023, noon
Duration: 1 hour 6 minutes 25 seconds

Listed in: Business

Bank of Japan Widow-Makes Once Again | Weston Nakamura

Published: Jan. 18, 2023, 7 p.m.
Duration: 53 minutes 13 seconds

Listed in: Business

The Soft Landing Blue Pill Is Overpriced | Andy Constan

Published: Jan. 16, 2023, 11:38 p.m.
Duration: 58 minutes 48 seconds

Listed in: Business

The Big Bank Deep Dive | Alex Gray

Published: Jan. 13, 2023, 10:24 p.m.
Duration: 43 minutes 51 seconds

Listed in: Business

Will The Fed Get Their Soft Landing? | Jeff Snider & Bob Elliott

Published: Jan. 12, 2023, 6:18 p.m.
Duration: 1 hour 4 minutes 32 seconds

Listed in: Business

Jacob Shapiro on Russia, Ukraine, and China

Published: Jan. 10, 2023, 8:55 p.m.
Duration: 54 minutes 22 seconds

Listed in: Business

The Era of American Stock Dominance Is Over | Kevin Muir

Published: Jan. 9, 2023, noon
Duration: 1 hour 15 minutes 41 seconds

Listed in: Business

Cryptos 2023 Health Check | Vance Spencer

Published: Jan. 6, 2023, noon
Duration: 1 hour 7 minutes 15 seconds

Listed in: Business

Nightmare Scenario For The Fed | Felix Jauvin

Published: Jan. 5, 2023, noon
Duration: 1 hour 4 minutes 37 seconds

Listed in: Business

A Masterclass In Central Banking | Professor Jane Knodell

Published: Jan. 2, 2023, noon
Duration: 1 hour 21 minutes 28 seconds

Listed in: Business

All You Ever Wanted To Know About Interest Rates | DC Analyst

Published: Dec. 29, 2022, noon
Duration: 1 hour 24 minutes 12 seconds

Listed in: Business

The Fed Will Tighten "As Far As They Can" Into 2023 | Joseph Wang & George Goncalves

Published: Dec. 26, 2022, noon
Duration: 1 hour 13 minutes 31 seconds

Listed in: Business

Private Markets To Implode As Fed Hikes to 7% | Bilal Hafeez

Published: Dec. 22, 2022, noon
Duration: 1 hour 12 minutes 7 seconds

Listed in: Business

Bank of Japans Capitulation Perturbs Global Bond Market | Weston Nakamura

Published: Dec. 20, 2022, 11:26 p.m.
Duration: 54 minutes 6 seconds

Listed in: Business

The Technicals Are Bearish | Katie Stockton

Published: Dec. 19, 2022, 1:15 p.m.
Duration: 59 minutes 3 seconds

Listed in: Business

Chinas Economic House Of Cards | Kyle Bass & Nick Glinsman

Published: Dec. 16, 2022, 10:30 p.m.
Duration: 57 minutes 2 seconds

Listed in: Business

Everything You Need To Know About The Feds Meeting | Danielle DiMartino Booth

Published: Dec. 12, 2022, 10:20 p.m.
Duration: 1 hour 4 minutes 53 seconds

Listed in: Business

Felix Zulauf: Credit Meltdown Will Force The Federal Reserve To Backtrack On Tight Money Policy

Published: Dec. 9, 2022, noon
Duration: 48 minutes 26 seconds

Listed in: Business

David Rubenstein, Billionaire Investor Who Hired Jay Powell, On What Makes A Great Investor

Published: Dec. 8, 2022, noon
Duration: 30 minutes 35 seconds

Listed in: Business

Cash Is King In Multi-Year Recessionary Bear Market | Chance Finucane

Published: Dec. 5, 2022, noon
Duration: 46 minutes 22 seconds

Listed in: Business

The Car Market Is Crashing | Paul Hodges

Published: Dec. 1, 2022, noon
Duration: 1 hour 21 minutes 4 seconds

Listed in: Business

FTX and The Money Noose: Scott Skyrm On The Fall of MF Global

Published: Nov. 29, 2022, 9:11 p.m.
Duration: 1 hour 14 minutes 48 seconds

Listed in: Business

CeFi Crypto Contagion Is Just Getting Started, Says Analyst Who Predicted FTX's Fall

Published: Nov. 28, 2022, 8:30 p.m.
Duration: 49 minutes 38 seconds

Listed in: Business

Liquidity In Crypto Is Declining | Scott Freeman

Published: Nov. 24, 2022, noon
Duration: 51 minutes 17 seconds

Listed in: Business

Learning From Market Tremors | Hari Krishnan

Published: Nov. 21, 2022, 2:30 p.m.
Duration: 1 hour 13 minutes 16 seconds

Listed in: Business

Joseph Wang & William White: Mammoth Interest Rate Hikes Are Causing Trouble In Sovereign Debt

Published: Nov. 17, 2022, 2:30 p.m.
Duration: 1 hour 15 minutes 33 seconds

Listed in: Business

Forced Retirement Selling May Disrupt Santa Rally | Zed Francis

Published: Nov. 14, 2022, 1:45 p.m.
Duration: 1 hour 34 minutes 33 seconds

Listed in: Business

Commodity Prices Are Due For A Severe Correction, Says Mike McGlone

Published: Nov. 10, 2022, 7:16 p.m.
Duration: 1 hour 2 minutes 3 seconds

Listed in: Business

Theres Just Not Enough Energy | Harris Kupperman & Porter Collins

Published: Nov. 9, 2022, 10:42 p.m.
Duration: 10 minutes 47 seconds

Listed in: Business

Everything You Need To Know About Crypto's FTX-Driven Downturn | Matt Fiebach

Published: Nov. 8, 2022, 11 p.m.
Duration: 35 minutes 57 seconds

Listed in: Business

The Economy Is Slowing Much Faster Than The Fed Thinks | Peter Tchir

Published: Nov. 7, 2022, noon
Duration: 1 hour 2 minutes 43 seconds

Listed in: Business

The Chemicals Market Is Bearish Stupendously Bearish | Paul Hodges

Published: Nov. 4, 2022, 11 a.m.
Duration: 1 hour 20 minutes 26 seconds

Listed in: Business

Jim Bianco & Joseph Wang on November Fed Meeting: Much Higher For Much Longer!

Published: Nov. 3, 2022, 11 a.m.
Duration: 1 hour 4 minutes 4 seconds

Listed in: Business

Joseph Wang & Nick Timiraos: What You Need To Know For The November Fed Meeting

Published: Nov. 1, 2022, 8:41 p.m.
Duration: 1 hour 1 minute 6 seconds

Listed in: Business

Inflation Will Run Hot For The Rest Of The Decade, Says Vincent Deluard

Published: Oct. 31, 2022, 4:53 p.m.
Duration: 1 hour 21 minutes 18 seconds

Listed in: Business

IMPORTANT: Announcing Blockworks Latest Podcast, 0xResearch

Published: Oct. 28, 2022, 5:23 p.m.
Duration: 1 hour 6 minutes 49 seconds

Listed in: Business

The European Central Bank Goes On The Offensive | Daniel Neilson (LIVE)

Published: Oct. 28, 2022, 4:30 p.m.
Duration: 1 hour 23 minutes 20 seconds

Listed in: Business

Lyn Alden: The Bursting Of The Sovereign Bond Bubble

Published: Oct. 27, 2022, 11 a.m.
Duration: 1 hour 14 minutes 48 seconds

Listed in: Business

The Fed Wont Rescue The Housing Market | Danielle DiMartino Booth

Published: Oct. 24, 2022, 6:06 p.m.
Duration: 1 hour 41 seconds

Listed in: Business

The Fed Blundered In 2008 And Its Blundering Now | Richard Field

Published: Oct. 20, 2022, 11 a.m.
Duration: 1 hour 37 minutes 57 seconds

Listed in: Business

Oil Will Dethrone The Fed (Heres Why) | Harris Kupperman & Porter Collins

Published: Oct. 18, 2022, 11 a.m.
Duration: 1 hour 2 minutes 56 seconds

Listed in: Business

Banks Are Finally Making Money Again | Chris Whalen

Published: Oct. 17, 2022, 4 p.m.
Duration: 1 hour 2 minutes 25 seconds

Listed in: Business

George Noble: A 20-50% Market Crash Is Coming

Published: Oct. 13, 2022, 1 p.m.
Duration: 1 hour 18 minutes 2 seconds

Listed in: Business

The Bond Market Is Already Broken - Stocks and Housing Are Next | Harley Bassman & Joseph Wang

Published: Oct. 10, 2022, 2 p.m.
Duration: 1 hour 10 minutes 2 seconds

Listed in: Business

Learning From the Most Ruthless Robber Baron (Jay Gould) | Greg Steinmetz

Published: Oct. 6, 2022, 11 a.m.
Duration: 53 minutes 25 seconds

Listed in: Business

Liquidity Spiral In The Bond Market Is Causing "Tremendous Stress" | Jim Bianco

Published: Oct. 3, 2022, 1 p.m.
Duration: 1 hour 5 minutes 22 seconds

Listed in: Business

Oil Will Trade Flat To Down Until Biden Backs Down & China Re-Opens | Rory Johnston

Published: Sept. 29, 2022, 11 a.m.
Duration: 1 hour 21 minutes 26 seconds

Listed in: Business

What Will Break First? | Joseph Wang & Peter Crane

Published: Sept. 26, 2022, 12:33 p.m.
Duration: 1 hour 14 minutes 14 seconds

Listed in: Business

"I'm Surprised The Market's Not Down More" | Aswath Damodaran

Published: Sept. 22, 2022, 1:01 p.m.
Duration: 1 hour 13 minutes 26 seconds

Listed in: Business

The Sovereign Debt Crisis Is Coming | Brent Johnson

Published: Sept. 20, 2022, 7:16 p.m.
Duration: 24 minutes 30 seconds

Listed in: Business

The Bear Market Has Only Just Begun | Ted Oakley

Published: Sept. 19, 2022, 11 a.m.
Duration: 48 minutes 33 seconds

Listed in: Business

The Energy Trade Has Gone Too Far | Jared Dillian

Published: Sept. 15, 2022, 11 a.m.
Duration: 1 hour 1 minute 26 seconds

Listed in: Business

False Dawn: Why The Rally Is Over | Andy Constan & Joseph Wang

Published: Sept. 13, 2022, 6 p.m.
Duration: 1 hour 7 minutes 11 seconds

Listed in: Business

The Rise of "Legal Fraud" | Bethany McLean

Published: Sept. 12, 2022, 10:58 a.m.
Duration: 59 minutes 43 seconds

Listed in: Business

The Eurodollar Market Is Dead, Says Godfather of Financial Derivatives | Dr. Richard Sandor

Published: Sept. 8, 2022, 11 a.m.
Duration: 54 minutes 22 seconds

Listed in: Business

The Plumbing Of Global Finance Is Clogged | Joseph Wang & Daniel Neilson

Published: Sept. 5, 2022, 11 a.m.
Duration: 1 hour 28 seconds

Listed in: Business

The Fed Doesnt Have What It Takes To Fight Inflation | Joseph Wang & Mish Shedlock

Published: Sept. 1, 2022, 11 a.m.
Duration: 49 minutes 7 seconds

Listed in: Business

Convertible Bonds: The Everything Asset Class | Paul Latronica

Published: Aug. 29, 2022, 11 a.m.
Duration: 1 hour 19 minutes 44 seconds

Listed in: Business

The Global Shipping Crisis Is Not Over | Sal Mercogliano

Published: Aug. 25, 2022, noon
Duration: 1 hour 22 minutes 8 seconds

Listed in: Business

The Feds Ticking Time Bomb Is About To Explode | Joseph Wang & Chris Whalen

Published: Aug. 22, 2022, 11 a.m.
Duration: 1 hour 6 minutes 26 seconds

Listed in: Business

Why Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack Farley

Published: Aug. 18, 2022, 8 p.m.
Duration: 1 hour 46 minutes 9 seconds

Listed in: Business

Liquidity Has Dried Up, Says $100 Billion Investor | Jeffrey Sherman

Published: Aug. 18, 2022, 11 a.m.
Duration: 1 hour 1 minute 29 seconds

Listed in: Business

The Fed Is Not In Control Of The Eurodollar System | Hugh Hendry

Published: Aug. 15, 2022, 11 a.m.
Duration: 49 minutes 58 seconds

Listed in: Business

Real GDP Lending on Blockchain Could Be A Gamechanger | Bill Wolf

Published: Aug. 11, 2022, 11 a.m.
Duration: 1 hour 16 minutes 43 seconds

Listed in: Business

Real Estate Market Will Stay "Savagely Unhealthy" For A Long Time | Logan Mohtashami

Published: Aug. 9, 2022, 1 p.m.
Duration: 1 hour 13 minutes 13 seconds

Listed in: Business

Pelosis Visit To Taiwan Has Angered China | Jacob Shapiro

Published: Aug. 4, 2022, 8:30 p.m.
Duration: 1 hour 58 seconds

Listed in: Business

Collapsing Liquidity Has Put The Commodity Supercycle on Hold | Tian Yang

Published: Aug. 4, 2022, 12:02 p.m.
Duration: 1 hour 9 minutes 23 seconds

Listed in: Business

Summer Meltdown In Stocks Unlikely, Says Volatility Expert Noel Smith

Published: Aug. 1, 2022, 11 a.m.
Duration: 1 hour 10 minutes 59 seconds

Listed in: Business

The Most Misunderstood Asset Class Of All Time | Louis Camhi

Published: July 28, 2022, 12:04 p.m.
Duration: 1 hour 9 minutes 42 seconds

Listed in: Business

There Are No Doves Left At The Federal Reserve | Nick Timiraos

Published: July 27, 2022, 1:53 p.m.
Duration: 1 hour 3 minutes 25 seconds

Listed in: Business

Credit Market Implosion Will Be Severe, Says Harald Malmgren | Nicholas Glinsman, Harald Malmgren

Published: July 25, 2022, 11 a.m.
Duration: 1 hour 19 minutes 51 seconds

Listed in: Business

Why Are Commodities Crashing? | Tracy Shuchart

Published: July 21, 2022, 11 a.m.
Duration: 1 hour 26 seconds

Listed in: Business

Making Informed Decisions as an Individual Investor | Kyrill Asatur

Published: July 18, 2022, 11 a.m.
Duration: 1 hour 3 minutes 32 seconds

Listed in: Business

No Clear Sign Of Recession Yet, Says Nick Reece

Published: July 14, 2022, 11 a.m.
Duration: 1 hour 13 minutes 34 seconds

Listed in: Business

Will A Recession End The Commodity Bull Market? | Rick Rule

Published: July 11, 2022, 11 a.m.
Duration: 1 hour 16 minutes 6 seconds

Listed in: Business

We Are Living In A Silent Depression | Emil Kalinowski

Published: July 7, 2022, 11 a.m.
Duration: 1 hour 9 minutes 7 seconds

Listed in: Business

Why 2022 Isn't A "Buy The Dip" Market | Victoria Greene

Published: July 4, 2022, 11 a.m.
Duration: 57 minutes 58 seconds

Listed in: Business

Stagflation 2.0 Is Here To Stay | Ronald Stoferle and Mark Valek

Published: June 30, 2022, 11 a.m.
Duration: 1 hour 22 minutes 16 seconds

Listed in: Business

In 6 to 12 Months, Were Going To Have A Big Problem | Eric Basmajian & Joseph Wang

Published: June 27, 2022, 11 a.m.
Duration: 57 minutes 10 seconds

Listed in: Business

A Profit Recession Is Coming, An End To Inflation Is Not | Vincent Deluard

Published: June 23, 2022, 11 a.m.
Duration: 1 hour 35 minutes 58 seconds

Listed in: Business

Trading Volatility in Volatile Markets | Benn Eifert

Published: June 20, 2022, 11 a.m.
Duration: 1 hour 8 minutes 55 seconds

Listed in: Business

Market Crash Unlikely Until July, Says Volatility Veteran | Noel Smith

Published: June 17, 2022, 6:30 p.m.
Duration: 18 minutes 7 seconds

Listed in: Business

Cash Is King During Fed's Hawkish Warpath, Says Former $20 Billion Fund Manager

Published: June 16, 2022, 5:45 p.m.
Duration: 44 minutes 43 seconds

Listed in: Business

Soft Landing Very Unlikely As Global Inflation Crisis Rages On | Darius Dale & Juliette Declercq

Published: June 16, 2022, 11 a.m.
Duration: 51 minutes 42 seconds

Listed in: Business

The Bear Market Is Here, What Next? | Joseph Wang & Alfonso Peccatiello

Published: June 13, 2022, 6:30 p.m.
Duration: 46 minutes 53 seconds

Listed in: Business

Liquidity Has Fallen Off A Cliff | Joseph Wang & Michael Howell

Published: June 13, 2022, 11 a.m.
Duration: 1 hour 21 minutes 35 seconds

Listed in: Business

The Fed Is Burning Money | Harley Bassman

Published: June 9, 2022, 11 a.m.
Duration: 1 hour 7 minutes 11 seconds

Listed in: Business

Inflation Is Popping The Biggest Asset Bubble Of All Time | Michael Kao

Published: June 6, 2022, 11 a.m.
Duration: 1 hour 41 minutes 37 seconds

Listed in: Business

Fed Hawkishness Is A Charade - If Powell Doesnt Pivot, Prepare For A Depression | Larry McDonald

Published: June 2, 2022, 11 a.m.
Duration: 53 minutes 10 seconds

Listed in: Business

Energy Stocks Remain Undervalued, Says Worlds Best Performing Hedge Fund Manager | Josh Young

Published: May 30, 2022, 11 a.m.
Duration: 1 hour 29 minutes 6 seconds

Listed in: Business

Europe and China: Already In Recession | Paul Hodges

Published: May 26, 2022, 11 a.m.
Duration: 1 hour 23 minutes 48 seconds

Listed in: Business

Central Banks Are Scrambling To Contain An Inflationary Wage Price Spiral | Nick Glinsman & Joseph Wang

Published: May 25, 2022, 11 a.m.
Duration: 1 hour 14 minutes 33 seconds

Listed in: Business

The Fed's $3 Trillion Problem | Maroon Macro & Joseph Wang

Published: May 24, 2022, 7:30 p.m.
Duration: 1 hour 10 minutes 44 seconds

Listed in: Business

Can Gold Withstand the Liquidity Drain? | Sean Fielder

Published: May 19, 2022, noon
Duration: 1 hour 8 minutes 32 seconds

Listed in: Business

Why Fed Chair Powell is NOT Coming To Rescue Stocks | Alfonso Peccatiello

Published: May 16, 2022, 11 a.m.
Duration: 51 minutes 13 seconds

Listed in: Business

The Everything Risk Is Here | Ed Harrison

Published: May 12, 2022, 1 p.m.
Duration: 58 minutes 54 seconds

Listed in: Business

Its Game Over For The Everything Bubble, Says George Noble, Peter Lynchs Protege

Published: May 9, 2022, 3 p.m.
Duration: 1 hour 5 minutes 23 seconds

Listed in: Business

The Food & Energy Crisis Has Only Just Begun | Doomberg

Published: May 5, 2022, 1 p.m.
Duration: 1 hour 12 minutes 48 seconds

Listed in: Business

Fed Chair Powell Says Goodbye To Era Of Easy Money | Jim Bianco & Joseph Wang

Published: May 5, 2022, 11 a.m.
Duration: 1 hour 10 minutes 56 seconds

Listed in: Business

A Dilemma Of The Feds Own Making | Danielle DiMartino Booth & Joseph Wang

Published: May 2, 2022, 8:35 p.m.
Duration: 45 minutes 23 seconds

Listed in: Business

Why The Repo Market Will Need The Feds Cash Yet Again | Scott Skyrm & Joseph Wang

Published: April 29, 2022, 8:06 p.m.
Duration: 54 minutes 51 seconds

Listed in: Business

The Short Everything Trade | Teddy Vallee

Published: April 28, 2022, 11 a.m.
Duration: 46 minutes 58 seconds

Listed in: Business

Can Europe's Economy Handle Russian Sanctions? | Frances Coppola

Published: April 25, 2022, 11 a.m.
Duration: 1 hour 24 minutes 17 seconds

Listed in: Business

Expect a 30% Correction in Stocks, Says Godfather Of Global Liquidity | Michael Howell

Published: April 21, 2022, 11 a.m.
Duration: 1 hour 13 minutes 53 seconds

Listed in: Business

Commercial Banks Taper Treasury Purchases | Joseph Wang & DC Analyst

Published: April 20, 2022, 12:56 p.m.
Duration: 1 hour 3 minutes

Listed in: Business

Think Rising Rates Are Good For Banks? Think Again!

Published: April 18, 2022, 11 a.m.
Duration: 1 hour 6 minutes 46 seconds

Listed in: Business

Slaying the Inflation Dragon | Jurrien Timmer

Published: April 14, 2022, 11 a.m.
Duration: 1 hour 18 minutes 39 seconds

Listed in: Business

Inflation Forces The Fed's Hand | Joseph Wang & George Goncalves

Published: April 13, 2022, 11 a.m.
Duration: 54 minutes 10 seconds

Listed in: Business

Birth of the U.S. Dollar | Roger Lowenstein

Published: April 10, 2022, 11 a.m.
Duration: 49 minutes 28 seconds

Listed in: Business

Bullish Commodities? Not So Fast | Lukas Kuemmerle

Published: April 7, 2022, 11 a.m.
Duration: 59 minutes 6 seconds

Listed in: Business

Zoltan Pozsar Calls For Bretton Woods III | Joseph Wang

Published: April 6, 2022, 11 a.m.
Duration: 55 minutes 37 seconds

Listed in: Business

Inflationary Recession Is On The Horizon | Paul Hodges

Published: April 3, 2022, 11 a.m.
Duration: 1 hour 10 minutes 23 seconds

Listed in: Business

When Volatility Strikes, Watch Out! | Kris Sidial

Published: March 31, 2022, 11 a.m.
Duration: 47 minutes 36 seconds

Listed in: Business

Nothing Destroys Inflation Like a Recession | Darius Dale

Published: March 27, 2022, 11 a.m.
Duration: 1 hour 2 minutes 50 seconds

Listed in: Business

Will Janet Yellen Pull the Trigger? | Andy Constan

Published: March 24, 2022, 11 a.m.
Duration: 1 hour 3 minutes 22 seconds

Listed in: Business

The Fed's Forward Guidance Is No More | with Nick Timiraos

Published: March 22, 2022, 8:31 p.m.
Duration: 49 minutes 3 seconds

Listed in: Business

Short Selling in the Age of Fraud | Carson Block

Published: March 20, 2022, 11 a.m.
Duration: 1 hour 11 minutes 43 seconds

Listed in: Business

Options Trading for Macro Investors | Imran Lakha

Published: March 17, 2022, 11 a.m.
Duration: 1 hour 10 minutes 19 seconds

Listed in: Business

The Bond Market Has Spoken. Should Investors Listen? | Joseph Wang & Harley Bassman

Published: March 16, 2022, 11 a.m.
Duration: 1 hour 1 minute 43 seconds

Listed in: Business

Fed Faces "Debt Death Spiral" While Inflation Soars | Luke Gromen & Jim Bianco

Published: March 13, 2022, 11 a.m.
Duration: 1 hour 12 minutes 51 seconds

Listed in: Business

Gold to $10,000 in The Big Reset | Willem Middelkoop

Published: March 10, 2022, noon
Duration: 51 minutes 3 seconds

Listed in: Business

Does The Fed Control The Dollar? | Jeff Snider & Joseph Wang

Published: March 8, 2022, 11:05 p.m.
Duration: 1 hour 18 minutes 59 seconds

Listed in: Business

The "Money Illusion" Keeps the Economy Hot | Juliette Declercq

Published: March 6, 2022, noon
Duration: 59 minutes 23 seconds

Listed in: Business

Kharkiv Under Siege Yet Russian Oil Still Flows | Jacob Shapiro

Published: March 4, 2022, noon
Duration: 1 hour 17 minutes 34 seconds

Listed in: Business

The Central Bank Of Russia Is On The Defensive with Joseph Wang & Frances Coppola

Published: March 3, 2022, noon
Duration: 1 hour 3 minutes 43 seconds

Listed in: Business

How Passive HODL-ing Of Stocks Leads to Extreme Crashes | Mike Green

Published: Feb. 27, 2022, 4 p.m.
Duration: 1 hour 16 minutes 18 seconds

Listed in: Business

Consequences of Russia's Invasion of Ukraine with Jacob Shapiro

Published: Feb. 24, 2022, 10:22 p.m.
Duration: 57 minutes 18 seconds

Listed in: Business

Russia/Ukraine Crisis To Cause Commodity Doom Loop | Jacob Shapiro

Published: Feb. 23, 2022, noon
Duration: 1 hour 8 minutes 24 seconds

Listed in: Business

Why Inflation Will Dissipate | Bilal Hafeez

Published: Feb. 20, 2022, noon
Duration: 1 hour 24 minutes 6 seconds

Listed in: Business

Is a Bear Market Imminent? | Tom Thornton

Published: Feb. 17, 2022, noon
Duration: 1 hour 13 minutes 41 seconds

Listed in: Business

Bank of Japan Re-embraces Yield Curve Control | Roundup

Published: Feb. 15, 2022, 9 p.m.
Duration: 30 minutes 42 seconds

Listed in: Business

The Fed Won't Get their Soft Landing | Jim Bianco

Published: Feb. 13, 2022, noon
Duration: 1 hour 4 minutes 45 seconds

Listed in: Business

Financial Meltdown: The Trades Of March 2020 | Alex Gurevich

Published: Feb. 10, 2022, noon
Duration: 1 hour 27 minutes 57 seconds

Listed in: Business

European Bonds Throw A Tantrum | Joseph Wang

Published: Feb. 8, 2022, 9 p.m.
Duration: 36 minutes 47 seconds

Listed in: Business

The Next Big Short: The Debt Supercycle | Vincent Daniel, Porter Collins

Published: Feb. 6, 2022, 5 p.m.
Duration: 1 hour 52 minutes 53 seconds

Listed in: Business

The Fed Doesn't Care About Your Feelings | Liz Young

Published: Feb. 3, 2022, noon
Duration: 33 minutes 14 seconds

Listed in: Business

Will The Dollars Rise Crush Central Banks Plans?

Published: Feb. 1, 2022, 9:01 p.m.
Duration: 43 minutes 38 seconds

Listed in: Business

Lessons From The Asian Financial Crisis | Russell Napier

Published: Jan. 30, 2022, noon
Duration: 1 hour 35 minutes 7 seconds

Listed in: Business

Has the Fed Abandoned Risk Assets? | Joseph Wang

Published: Jan. 28, 2022, noon
Duration: 35 minutes 39 seconds

Listed in: Business

Upcoming Risks for Stocks and Bitcoin | Lyn Alden

Published: Jan. 25, 2022, noon
Duration: 1 hour 13 minutes 11 seconds

Listed in: Business

Inflation or Recession - Which Will the Fed Choose? } Jared Dillian

Published: Jan. 21, 2022, noon
Duration: 48 minutes 14 seconds

Listed in: Business

Stock & Crypto Options Have Exploded - Whats Next? | Imran Lakha & Ming Zhao

Published: Jan. 18, 2022, noon
Duration: 55 minutes 6 seconds

Listed in: Business

The Powell Put Won't Save Stocks | Joseph Wang

Published: Jan. 14, 2022, noon
Duration: 1 hour 18 minutes 5 seconds

Listed in: Business

Can Earning Season Save Growth Stocks? | Sam Burns

Published: Jan. 12, 2022, noon
Duration: 1 hour 21 minutes 1 second

Listed in: Business

The Crisis Brewing in Energy Markets | Tracy Shuchart

Published: Jan. 7, 2022, noon
Duration: 56 minutes 5 seconds

Listed in: Business

Theres A Bubble in The Inflation Narrative | Darius Dale

Published: Jan. 4, 2022, noon
Duration: 1 hour 1 minute 3 seconds

Listed in: Business

Bitcoin & Gold During Monetary Climate Change | Ronnie Stoeferle

Published: Dec. 31, 2021, noon
Duration: 52 minutes 10 seconds

Listed in: Business

The Hidden Risks of Passive Investing | Steven Bregman

Published: Dec. 28, 2021, noon
Duration: 1 hour 51 minutes 50 seconds

Listed in: Business

Former Fed Trader: Rate Hikes Will Crash Markets | Joseph Wang

Published: Dec. 24, 2021, noon
Duration: 1 hour 10 minutes 12 seconds

Listed in: Business

Felix Zulaufs Big Calls For 2022 And Beyond

Published: Dec. 21, 2021, 3:14 p.m.
Duration: 36 minutes 27 seconds

Listed in: Business

The Bull Market In Crap Is Over | Kevin Muir

Published: Dec. 17, 2021, 2 p.m.
Duration: 50 minutes 50 seconds

Listed in: Business

Are Bonds Pricing in a Market Crash? | Alfonso Peccatiello

Published: Dec. 14, 2021, 2 p.m.
Duration: 1 hour 6 minutes 14 seconds

Listed in: Business

A Little Bitcoin Goes a Long Way | James Butterfill

Published: Dec. 7, 2021, 10:32 p.m.
Duration: 1 hour 2 minutes 53 seconds

Listed in: Business

The Unintended Consequences of Central Banks' Easy Money | William White

Published: Dec. 3, 2021, 7:12 p.m.
Duration: 1 hour 12 minutes 19 seconds

Listed in: Business

Investment Strategies to PROFIT From Inflation (Not Just Hedge) | James Davolos

Published: Nov. 30, 2021, 2:30 p.m.
Duration: 1 hour 1 minute 43 seconds

Listed in: Business

The Dollar Rises With Crypto And Gold - What Gives? | Michael Nicoletos at DAS: London

Published: Nov. 26, 2021, 6:52 p.m.
Duration: 45 minutes 45 seconds

Listed in: Business

The Psychological Toll of Inflation | Vincent Deluard

Published: Nov. 23, 2021, noon
Duration: 1 hour 16 minutes 53 seconds

Listed in: Business

How To Spot Overvalued Companies | Tobias Carlisle

Published: Nov. 19, 2021, noon
Duration: 1 hour 1 minute 17 seconds

Listed in: Business

Is Inflation Overhyped? | Eric Basmajian

Published: Nov. 12, 2021, 11:55 a.m.
Duration: 1 hour 12 minutes 44 seconds

Listed in: Business

Deconstructing Macro Narratives About Inflation, Bonds, and Bitcoin | Huw Roberts, Quant Insight

Published: Nov. 5, 2021, 11 a.m.
Duration: 49 minutes 2 seconds

Listed in: Business

Hunting for Hidden Financial Risks | Stephen Clapham

Published: Nov. 2, 2021, 11 a.m.
Duration: 1 hour 25 seconds

Listed in: Business

The Global Energy Crisis, Explained | Warren Pies

Published: Oct. 29, 2021, 12:59 p.m.
Duration: 1 hour 10 minutes 43 seconds

Listed in: Business

The Unwinding of the Long Term Debt Cycle | Lyn Alden

Published: Oct. 27, 2021, 4:09 p.m.
Duration: 56 minutes 54 seconds

Listed in: Business