Forward Guidance Podcast
1) The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup
This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed will have room to cut 50bps in September while stagfl...Show More
2) Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk
In this episode, Ben Kizemchuk joins the show to discuss his “Four Fs” macro framework – Fiscal Dominance, Financial Repression, Fiat Currency, & Passive Flows – arguing that we’re in a unique histori...Show More
3) The Post-Summer Market Rotation is Here | Weekly Roundup
This week, we break down the seasonal market pivot around Labor Day, how systematic strategies dominate price action, and why inflation and economic re-acceleration could make a September rate cut a p...Show More
4) Trump’s Tariffs Could Stall Growth Before 2026 Surge | Alfonso Peccatiello
In this episode, founder of The Macro Compass Alfonso Peccatiello breaks down the clash between Trump’s political influence on the Fed, the reality of U.S. fiscal policy, and how to think about global...Show More
5) Will Powell’s Jackson Hole Speech Break Markets? | Weekly Roundup
This week, we break down the upcoming Jackson Hole Symposium and whether we can expect a dovish or hawkish tilt from Powell’s legacy speech. We also dig into the Fed’s five-year policy review, Trump’s...Show More
6) Crypto Credit Markets Will Rewrite Risk Management | David Grider
In this episode, David Grider of Finality Capital shares how he runs a digital asset hedge fund, the rise of digital asset treasury companies, and the evolving credit and derivatives markets shaping i...Show More
7) Markets Are Underestimating the Risk of 10–15% Correction | Weekly Roundup
This week, Brent Johnson joins us to break down the latest CPI & PPI data, the potential for September rate cuts, and why he thinks we’re ripe for a 10–15% correction. We also unpack Trump’s political...Show More
8) Should We Be Worried About Jobs Report Revisions? | Guy Berger
In this episode, labor market economist Guy Berger breaks down how jobs data is collected, why revisions happen, and how to interpret them in context. He explains the roles of NFP, claims, and JOLTS d...Show More
9) The Financial Repression Endgame | Weekly Roundup
This week, we discuss the wild shifts in September rate cut odds, President Trump's recent nomination of Stephen Miran to the Federal Reserve Board, and the meltdown in commercial real estate & public...Show More
10) Markets Haven’t Priced In The End of Fiscal Tailwinds | Andy Constan
In this episode, Founder & CIO of Damped Spring Andy Constan breaks down the three major macro levers shaping markets right now: a cautious Fed at a leadership crossroads, a Treasury issuing cold wate...Show More