Forward Guidance Podcast
1) Why Today’s Economy Serves Assets, Not Workers | Harris Kupperman
In this episode, Harris (Kuppy) Kupperman joins Tyler to discuss why markets may look strong, but beneath the surface they’re being run for asset holders, not workers. We explore how policy choices, m...Show More
2) How To Position In A "Slowdown" Regime | Market Radar
In this episode, the Market Radar team joins the show to discuss why markets have struggled to trend, how Market Radar’s models navigate slowdowns versus true risk-off regimes, and what growth, inflat...Show More
3) Fed Embraces "Run It Hot" For Powell's Final Months | Weekly Roundup
This week, we discuss a pivotal FOMC day, the Fed’s new liquidity injections, shifting market leadership, and why inflation, credit, and social pressures are all converging into a “run-it-hot” regime....Show More
4) The Global Economy Runs on Perpetual Stimulus | Keith Dicker
In this episode, Founder & CIO of IceCap Asset Management and host of The Loonie Hour podcast Keith Dicker breaks down why global markets now depend on constant stimulus, why Canada looks fragile as t...Show More
5) AI & Central Planning Are Propping Up the Economy | Weekly Roundup
This week, we discuss why the economy feels strong on paper but fragile underneath, from debt-fueled spending and AI-driven growth to rising concentration and growing policy distortions. We also explo...Show More
6) The Hidden Fractures Behind America’s “Resilient” Economy | Aahan Menon
In this episode, Aahan Menon of Prometheus Macro digs into why the economy feels strong on the surface but uneasy beneath it, the AI investment boom propping up profits, and why the bond market can’t ...Show More
7) The AI Economy Is Leaving Labor Behind | Weekly Roundup
This week, we discuss the Fed’s whiplash on December rate-cut expectations, why markets are being driven more by positioning and volatility than fundamentals, and how AI-led CapEx is masking weakness ...Show More
8) AI Is Ushering in an Entirely New Economic Paradigm | Jordi Visser
In this episode, Jordi Visser joins the show to discuss how exponential technologies, shifting demographics, and rising wealth concentration are quietly reshaping the economic landscape in ways tradit...Show More
9) AI’s CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup
This week, we discuss NVIDIA’s latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Fed’s mixed signals really imply for markets, and why global FX moves...Show More
10) Why Cross-Border Flows Matter More Than Rate Cuts | Capital Flows
In this episode, Capital Flows joins the show to break down how credit growth, falling real rates, and strong cross-border flows fueled the rally from April through summer, and why the Fed’s recent ha...Show More