They say there are two certainties in life: death and taxes. And while we don’t get know of anyone who has managed to cheat death, we certainly know of people who have dodged their taxes. In this episode we unpack the myth that cryptocurrency can help you evade taxes, walk through the history of offshore accounts, and discuss some of the open questions about ... Show More
Nov 2019
Episode 28: Breaking Banks with Bitcoin
This episode of What Grinds my Gears was recorded live on stage at SF Blockchain Week 2019. In this episode, Meltem Demirors and Jill Carlson discuss banking Bitcoin, what a bank really is, and whether or not we're just building the same thing in a different way. -----If you enjo ... Show More
25m 23s
Sep 2024
The Labor Market Is Cooling | Talmon Smith & Jack Farley (Driving Back from Camp Kotok)
This interview was recorded on a drive down from Leen’s Lodge in rural Maine, as Talmon and Jack returned from “Camp Kotok,” the renowned retreat for prominent economists, wealth managers, traders, heads of research, and financial journalists. Talmon and Jack talk about the cooli ... Show More
2h 4m
Sep 2023
Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast)
This is Jack’s guest appearance on the Behind The Markets Podcast with Jeremy Schwartz, Chief Investment Officer of WisdomTree, and Jeremy Siegel, renowned finance professor at Wharton and senior economist to WisdomTree. The trio tackle the labor market, the stock market, the int ... Show More
50m 57s
Sep 2024
CDO Whisperer Brett Jefferson on Securitization Markets and TruPS CDO Relics
This interview with Brett Jefferson discusses trust preferred CDOs, why they can provide such great opportunities, and how Brett’s fund capitalizes on this niche market. Brett and Jack also discuss the private credit market, the risks and benefits of securitization, the performan ... Show More
1h 28m
May 2022
Central Banks Are Scrambling To Contain An Inflationary Wage Price Spiral | Nick Glinsman & Joseph Wang
Nick Glinsman, macro hedge fund manager and author at Intelligence Quarterly, joins Joseph Wang (“Fed Guy) and Jack Farley to explore whether the Federal Reserve is at all disturbed by the vicious sell-off in risk assets, or if the carnage in equities and credit is actually in se ... Show More
1h 14m
Jan 2024
David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba
Forward Guidance is sponsored by Van Eck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.__David Kotok, co-founder and chief investment officer at Cumberland Advisors, joins Jack fresh off his trip to Cuba, to share insights about the Cu ... Show More
1h 12m
Jul 2023
Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply
Mark Cabana, head of US Rates Strategy at BofA Global Research, joins Forward Guidance to share insights on today’s very strange bond market. Cabana, a former officer at the Markets Group at the Federal Reserve Bank of New York, explains his bullish case for the 10-year U.S. Trea ... Show More
56m 14s
Nov 2023
Jason Shapiro: It’s Too Early To Get Long Bonds
Jason Shapiro, veteran trader and founder of Crowded Market Report, returns to Forward Guidance to discuss his philosophy for trading markets. Shapiro explains that while the only position he currently has on is being long the Swiss Franc, he still thinks stocks will likely outpe ... Show More
1h 11m
Feb 2024
Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley
__Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/__Jack, Joseph Wang, and Mike Ippolito break down the January Fed meeting. Recorded shortly a ... Show More
1h 3m