Forward Guidance

Why has the U.S. dollar exploded higher this year against other currencies, and what does its rise mean for the global economy? Brent Johnson, CEO of Santiago Capital and outspoken dollar bull, joins Jack Farley, host of the Forward Guidance podcast, to share his thoughts on what the strength of the greenback indicates about inflation, central banks, and growth rates. Johnson argues that a soverei...

Use code GUIDANCE250 to get $250 off tickets to Blockworks’ London Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-london/ Ted Oakley, founder and managing partner of Oxbow Advisors, joins Jack Farley to argue that asset prices remain well above their fair value, and that the drawdowns investors have seen in 2022 are likely not over. Oakley shares his outlook on inflat...

Use code GUIDANCE250 to get $250 off tickets to Blockworks’ London Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-london/ -- Jared Dillian, publisher of The Daily Dirtnap, joins Jack to argue that European energy inflation will not, as many believe, cause an economic crisis. Instead, Dillian contends that, no matter the long-term consequences, governments will find so...

Use code GUIDANCE250 to get $250 off tickets to Blockworks’ London Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-london/ -- Today Jack welcomes Andy Constan, macro investor and publisher of The Damped Spring Report, and Joseph Wang, former senior Fed trader and author of Fedguy.com, to discuss how the Fed’s reduction of its balance sheet via quantitative tightening (...

Use code GUIDANCE250 to get $250 off tickets to Blockworks’ London Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-london/ -- On today's episode of Forward Guidance, Jack interviews prolific author and journalist, Bethany McLean. McLean's known most prominently for her 2003 book, The Smartest Guys in The Room: The Amazing Rise and Scandalous Fall of Enron. With her cov...

Use code GUIDANCE250 to get $250 off tickets to Blockworks’ London Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-london/ -- Every day, trillions of dollars worth of interest rate derivatives are traded back and forth. And yet despite its stunning size today, 50 years ago the interest rate derivative complex did not exist at all. Today Jack interviews Dr. Richard Sand...

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: https://blockworks.co/events/digital-asset-summit-2022-london/ -- With the summer rally in risk assets two weeks in the rear view mirror, Jack welcomes two exp...

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...