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.

Recent Episodes

  • China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle

    3 days ago
  • Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle

    6 days ago
  • Airline Revenues Are Soaring. Their Profits Are Not | Planes And Trains Expert Jay Shabat on Depressed Railroad Volumes And Global Air Traffic

    1 week ago
  • Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg

    2 weeks ago
  • BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans

    3 weeks ago
  • “Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later

    3 weeks ago
  • Oil & Crypto Trader Jonah van Bourg: Altcoins Going to Zero, Bitcoin Bull Move Is Just Getting Started, and Oil Vol Is Overpriced

    4 weeks ago
  • The Next Big Thing In Capital Markets | David Goone

    4 weeks ago
  • Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins

    1 month ago
  • Citrini on 2024 Election Portfolio Construction And AI “Mania”

    1 month ago