Forward Guidance

Use code JACK250 to get $250 off tickets to Blockworks’ New York Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-new-york/ Use code GUIDANCE250 to get $250 off tickets to Blockworks’ London Digital Asset Summit (sale ends Sunday): https://blockworks.co/events/digital-asset-summit-2022-london/ -- NOTE: This interview was filmed on August 23, 2022, days before Fed Chair...

Use code JACK250 to get $250 off tickets to Blockworks Digital Asset Summit https://blockworks.co/events/digital-asset-summit-2022-new-york/ Use code “guidance” to get 50% off Blockworks Research: https://blockworks.co/get-research/ -- On this episode of Forward Guidance, Jack is joined by Paul Latronica to discuss convertible bonds as an asset class, and more. -- Follow Jack Farley on Twitter htt...

Use code JACK250 to get $250 off tickets to Blockworks Digital Asset Summit https://blockworks.co/events/digital-asset-summit-2022-new-york/ Use code “guidance” to get 50% off Blockworks Research: https://blockworks.co/get-research/ -- In today's episode of Forward Guidance, Jack Farley is joined by Dr. Sal Mercogliano, maritime historian and shipping expert, who discusses the current global shipp...

Use code JACK250 to get $250 off tickets to Blockworks Digital Asset Summit https://blockworks.co/events/digital-asset-summit-2022-new-york/ Use code “guidance” to get 50% off Blockworks Research: https://blockworks.co/get-research/ -- In September, the Federal Reserve is set to remove even more liquidity from markets by taking its Quantitative Tightening (QT) program to the next level. Joseph Wan...

This is a recording of a Twitter spaces in which Jack Farley exchanges macro views with Alfonso Peccatiello, in a preview to their conversation at the Blockworks Digital Asset Summit in September 2022, which will feature Mike Green, Danielle DiMartino Booth, and Jurrien Timmer. This recording also featured Andy Constan and Michael Kantrowitz. -- Use code MACRO200 to get discounted tickets to the B...

Use code JACK250 to get $250 off tickets to Blockworks Digital Asset Summit https://blockworks.co/events/digital-asset-summit-2022-new-york/ Use code “guidance” to get 50% off Blockworks Research: https://blockworks.co/get-research/ -- Jeffrey Sherman, Chief Investment Officer of DoubleLine Capital, joins Jack to discuss how fixed income markets are handling a slowing economy and the Federal’s Res...

Use code JACK250 to get $250 off tickets to Blockworks Digital Asset Summit https://blockworks.co/events/digital-asset-summit-2022-new-york/ Use code “guidance” to get 50% off Blockworks Research: https://blockworks.co/get-research/ -- Hugh Hendry, macro investor and former chief investment officer of Eclectica Asset Management, joins Jack Farley to make the case that central banks are not in cont...

Use code JACK250 to get $250 off tickets to Blockworks Digital Asset Summit https://blockworks.co/events/digital-asset-summit-2022-new-york/ Use code “guidance” to get 50% off Blockworks Research: https://www.blockworksresearch.com/si… Bill Wolf, Chief Investment Officer at TrustToken/TrustLabs joins Jack Farley to talk about all things blockchain: his journey into this new form of currency, real...

Use code JACK250 to get $250 off tickets to Blockworks Digital Asset Summit https://blockworks.co/events/digital-asset-summit-2022-new-york/ Use code “guidance” to get 50% off Blockworks Research: https://www.blockworksresearch.com/sign-up -- Logan Mohtashami, Lead Analyst at HousingWire joins Jack Farley to talk all things housing: how has the housing market changed since 2019 and what will happe...

Use code JACK250 to get $250 off tickets to Blockworks Digital Asset Summit https://blockworks.co/events/digital-asset-summit-2022-new-york/ -- Jacob Shapiro, partner and director of geopolitical analysis at Cognitive Investments, joins Jack Farley for an impromptu bonus episode to cover how tensions in the South Pacific are rapidly ratcheting up. Shapiro explains the potential economic and geopol...

Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ Use code “guidance” to get 50% off Blockworks Research: https://blockworks.co/get-research/ -- In the summer of 2020, there was no greater proponent of the “commodity supercycle” thesis - the idea that commodity prices would appreciate for many years in a secular fashion - than Tian Yang, founder of Var...

Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ Use code GUIDANCE250 to get $250 off tickets (Only available this week!) Use code “guidance” to get 50% off Blockworks Research: https://blockworks.co/get-research/ -- Noel Smith, Chief Investment Officer & founder at Convex Asset Management joins Jack Farley to talk all things volatility: how does it a...

On this episode of Forward Guidance, Jack Farley is joined by Louis Camhi in this special episode all about SPACs (special purpose acquisition companies), which are basically empty shell companies that go public in order to buy another company. Recently, the performance of SPACs has been in the red because they've become a vehicle for speculation. But Louis argues that if you redeem the SPACs and...

Ahead of tomorrow’s FOMC meeting, Nick Timiraos joins Jack Farley to talk about the economy and the Federal Reserve; how has it tightened financial conditions and what are they doing to combat the period of inflation we are currently facing? Timiraos breaks down the concept of Forward Guidance, and explains how to think about forthcoming rate hikes as well as the ongoing quantitative tightening (Q...

Nicholas Glinsman, CEO & CIO at EvoCapital LLC and Harald Malmgren, owner of Malmgren Global LLC, join Jack Farley to discuss the slowing economy: the causes, factors and leaders behind the market.  Do leaders like Powell want a recession? Malmgren seems to believe so even though they wouldn't admit to it. Entering a deep recession before midterm elections can be critical in helping kill inflation...

Tracy Shuchart, Partner and Global Energy & Materials Strategist at Intelligence Quarterly, joins Jack Farley to talk about all things oil: how different parts of the world are affected by price spikes, supply and demand and other commodities. Why has the price of oil dropped? Looking at detailed charts, Shuchart goes over the oil market in countries such as Russia. -- Follow Tracy Shuchart on Twi...

Kyrill Asatur, Co-Founder and CEO at Centerfin, joins Jack Farley to talk about stocks, macro and the .com bubble. Asatur explains how important the services Centerfin offers because they have exclusive access to funds that retail investors normally don’t have. What are some of the common behaviorial mistakes investors make? Working with institutional investors for almost 20 years, Asatur says ind...

Nick Reece, Vice President of Research at Merk Investments, joins Jack Farley to share his outlook on the business cycle. He goes through a checklist of topics to dive deeper into including inflation, unemployment rates, mortgage rates and more. Are we currently facing a recession? According to data that the Business Cycle Dating Committee uses, Reece seems to not believe so. But that’s not to say...

Link to Rick Rule’s Symposium on Natural Resource Investing: https://opptravel.zohobackstage.com/TheRuleSymposiumofNaturalResourceInvesting#/?affl=BlockWorks Rick Rule, veteran natural resource investor and former CEO of Sprott Inc., an investment firm with over 20 Billion in assets under management, joins Jack to share his current outlook on the commodity complex as well as several lessons he has...

Emil Kalinowski, Co-Host of Eurodollar University, joins Jack Farley on Forward guidance to talk about the current economy in which Kalinowski describes as “the silent depression.” Kalinowski and Farley exchange views on whether the Eurodollar system controls the Fed or the other way around. -- Follow Emil Kalinowski on Twitter https://twitter.com/EmilKalinowski Follow Jack on Twitter https://twit...

On today's episode of "Forward Guidance", Jack Farley is joined by Victoria Greene the Chief Investment Officer at G Squared Private Wealth. After a confusing year for many investors, Victoria joins the show to asses current market conditions. Reflecting on the past 10 years of stock market performance, Victoria describes why now is not a "buy the dip" scenario. After seeing exuberance in certain...

Ronald Stöferle and Mark Valek of Incrementum AG are pioneers in the world of hard assets, stern devotees of gold and Bitcoin, and deep skeptics about the sustainability of debt-based monetary systems. They join Jack to explain why a new era of stagflation has already begun, one in which inflation (“the wolf”) and a striking economic downturn (“the bear”) conspire to wreak havoc on the 60/40 portf...

Is a recession imminent? What will the impact be on asset prices - and to what degree would it cause the Federal Reserve to stop tightening monetary policy? Today Jack welcomes Joseph Wang, former senior trader for the Federal Reserve, and Eric Basmajian, founder of EPB Macro Research, to answer these very important questions. -- Follow Eric Basmajian on Twitter https://twitter.com/EPBResearch Fol...

In the spring of 2020, the idea that the world would see persistent inflation was laughed at. No one is laughing now. Vincent Deluard, head of global macro at StoneX, is one of the few macro analysts who foresaw this inflationary spiral to its full extent. He returns to Forward Guidance to explain how in the next leg of this inflationary saga, corporate profits will plummet as unemployment remains...

In this episode of Forward Guidance Benn Eifert, Founder & CIO of QVR Advisors joins the show for a deep dive discussion on all things volatility. As markets are all down year to date, many investors have been surprised with the orderly selling and lack of increase in the VIX. Luckily we have Benn on the show to share the role of put options in this market, wether or not macro matters for volatili...