Forward Guidance Podcast
1) Introducing: Inflection Point | The Crypto-TradFi Convergence
In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial...Show More
2) The AI Productivity Boom Is Here | Luigi Buttiglione
CEO of LB Macro Luigi Buttiglione explores whether the AI-driven productivity boom marks a durable shift in the global economy or the start of new financial imbalances. We discuss U.S. exceptionalism,...Show More
3) AI Reratings & Growth Reacceleration Add Fuel To The Real Asset Rotation | Weekly Roundup
We discuss the latest AI productivity disruptions, market reactions to the Citrini piece, NVIDIA earnings, and why capital keeps rotating away from software toward real assets, energy, and commodities...Show More
4) What ETF Flows Are Telling Us About Investor Appetite | James Seyffart
Bloomberg ETF analyst James Seyffart discusses the $9 billion crypto ETF exodus, the spaghetti cannon approach to new ETF launches, and why the great sector rotation into energy, materials, and indust...Show More
5) Capital Is Leaving Big Tech For Gold And Energy | Weekly Roundup
This week, we're fresh off the inaugural TG Macro Conference in Nashville, unpacking all the biggest takeaways ranging from commodity cycles, gold, miners, oil, rates, and market psychology. We also r...Show More
6) Dispersion Is Exploding While Main Street Reaccelerates | Weekly Roundup
This week, we break down evidence of a quiet Main Street re-acceleration, exploding market dispersion, AI-driven shifts in correlations, why passive strategies are being disrupted, and where capital i...Show More
7) How I Called 2026's Biggest Rally | Vincent Delaurd
Director of Global Macro Strategy at StoneX Vincent Deluard explains his three-bubble thesis for 2026, why tax receipts reveal stronger nominal growth than headline data, how fiscal stimulus could fue...Show More
8) Markets Are Entering A New Era Of AI-Driven Disruption | Weekly Roundup
This week we break down the brutal de-leveraging across markets, why AI CapEx is flipping the old buyback playbook and what it means for Mag7, crypto's bloodbath, the next moves from the Fed and bond ...Show More
9) Will Trump's New Fed Chair Crash Markets? | Joseph Wang
Joseph Wang joins the show to break down the implications of Kevin Warsh’s Fed Chair nomination, debate QE versus balance-sheet restraint, explore shifting views on central bank independence, and unpa...Show More
10) The Fed Is Background Noise While Markets Reprice Reality | Weekly Roundup
This week, we discuss a sleepy Fed meeting, why policy signals feel increasingly irrelevant, and what’s really driving the generational metals squeeze. We also dig into AI capex killing buybacks, mark...Show More