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Forward Guidance

The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly cha

Episodes

Total: 440

This week we discuss the Fed decision & economic projections, the bullish market signals, and th

This week we discuss the Federal Reserve’s upcoming interest rate decision, the path to the neutral

Important news: this will be Jack’s last episode as the host of Forward Guidance. He is transitionin

This interview with Brett Jefferson discusses trust preferred CDOs, why they can provide such great

Laila Kollmorgen, Portfolio Manager, CLO Tranche for Pinebridge Investments, joins Jack for a Firesi

This interview with Matthew Sigel explores the bull case for bitcoin, its future as a reserve asset,

Imaru Casanova, Portfolio Manager, Gold and Precious Metals at VanEck, joins to share her views on h

This interview with Jonny Mathews explores why he believes we aren’t headed for a recession, how rea

This interview was recorded on a drive down from Leen’s Lodge in rural Maine, as Talmon and Jack ret

This interview with Angus Shillington explores why India is the most promising emerging market, why

This interview with Jim Bianco and Jeremy Schwartz discusses the Federal Reserve’s policy path, whet

This interview with Michael Drury explores how China’s problems affect the global economy, its econo

This interview with Eric Fine & Natalia Gurushina delves into the potential of emerging markets,

This interview with Mike Harris explores the strategies and challenges of the Quest Hedge Fund, from

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT