Want to know the latest news and articles posted on Forward Guidance?
Then subscribe to their feed now! You can receive their updates by email, via mobile or on your personal news page on this website.
See what they recently published below.
Website title: Megaphone
Is this your feed? Claim it!
Running the economy hot may keep growth alive, but it creates a dangerous balancing act for markets.
Darius Dale, founder of 42 Macro, joins us to explain why today’s reflationary regime demands a different investing playbook.
We also discuss rising neutral rates, bond-market pressure, Fed credibility, capital scarcity, and systematic...
Washington is shifting from monetary management toward state-directed capitalism and the consequences could reshape where capital flows next.
This week, Tyler joins us for his final roundup before heading to Shoten Capital, unpacking the shift toward state-directed growth and volatility suppression.
We explore Fed-Treasury coordinatio...
Markets are relearning that durable wealth comes from disciplined risk management, not chasing momentum or relying on central bank intervention.
This week, we're joined by Jared Dillian, editor of The Daily Dirtnap and author of The Awesome Portfolio, to discuss why markets may be entering a new regime where risk management matters more ...
AI’s leverage-fueled boom is colliding with a Fed determined to tighten conditions without touching short-term rates.
This week, we dig into the Situational Awareness liquidation, the Fed meeting, and whether markets have reached a genuine growth inflection.
We unpack the ongoing AI unwind, Warsh’s long-end strategy, the Fed's credibi...
AI’s next phase hinges on a paradox: falling costs could threaten today’s winners while unlocking far greater demand.
Steve Hou, head of research at Silicon Data and former Bloomberg strategist, joins us to examine the changing economics of AI compute.
We discuss token efficiency, model routing, GPU pricing, memory bottlenecks, and wh...