Forward Guidance Podcast
1) Commodities & Cyclicals Are 2026’s Mega-Cap Tech | Weekly Roundup
This week, we discuss an insanely busy news cycle from geopolitics to surging metals and commodities, AI CapEx bottlenecks, and the SCOTUS tariff ruling. We also dig into the mega-cap rotation, politi...Show More
2) Future Growth Will Be Driven By Banks, Not the Fed | Andy Constan
In this episode, Andy Constan joins the show to break down why markets may be leaving the Fed-driven era behind, how private credit and bank balance sheets are becoming the real engine of growth, and ...Show More
3) The Market Has Already Picked Its Winners for 2026 | Tony Greer
In this episode, Tony Greer joins the show to break down why the metals trade still feels early, whether oil finally catches a bid in 2026, why AI could be in its last innings, and what Bitcoin’s frus...Show More
4) Why This Isn’t A Bubble & Early 2026 Looks Like Goldilocks | Warren Pies
In this episode, Warren Pies of 3Fourteen Research joins the show to discuss why disinflation and Goldilocks conditions persist into early 2026, and where the real risks may flip from cooling to overh...Show More
5) 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
6) 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
7) 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
8) 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
9) 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
10) 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