Forward Guidance Podcast
1) Escalating Energy Shock Exposing Central Bank Limits | Weekly Roundup
We explore a market caught between fragile stability and mounting geopolitical pressure, where central banks, energy shocks, and liquidity constraints collide in unpredictable ways. Quinn and Felix...Show More
2) The Macro Chain Reaction of Oil Shocks | Bob Elliott
In this episode, we explore how a sudden oil shock and geopolitical conflict can quickly rewrite the global macro outlook, forcing markets and policymakers into a difficult balancing act between infla...Show More
3) Why the Oil Shock Could Trigger a Global Recession | Weekly Roundup
In this episode, we explore the fog of war in markets, where geopolitics and volatility scramble investors’ assumptions. Quinn and Felix break down the macro landscape, analyzing war narratives, en...Show More
4) The Global Economy Is Splitting Into Spheres | Eric Wallerstein
Chief Macro Strategist at Clocktower Group, Eric Wallerstein, explores how shifting geopolitics, Trump-era monetary policy, and structural economic forces are reshaping global macro. We cover tariffs,...Show More
5) Is The Iran Energy Shock About To Break Markets? | Weekly Roundup
This week, we explore how the Iran escalation is stress-testing a fragile, late-cycle financial system already stretched by years of easy liquidity. We examine oil volatility, energy chokepoints, bond...Show More
6) 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
7) 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
8) 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
9) 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
10) 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