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 enjoyed this conversation, share it with your colleagues & friends, rate, review, an ... Show More
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
Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ... Show More
1h 3m
Jan 2024
Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor
Michaell Howell, CEO of CrossBorder Capital, returns to Forward Guidance to update viewers on his outlook on global liquidity. Howell notes that further evidence supports his long-held view that liquidity bottomed in October 2022, and he explains why he expects liquidity to stren ... Show More
1h 17m
Sep 2023
Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro
On todays episode, Aahan Menon Founder of Prometheus Research joins the show for a discussion on his current macro outlook looking at the economy, growth, markets & liquidity.
With a wave of U.S Treasury issuance on the horizon, Aahan explains why he now sees a perfect opportunit ... Show More
1h 2m
Feb 2024
Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities
Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more.Dean Curnutt, founder and CEO of Macro Risk Advisors, joins Forward Guidance to share how the ongoing bull market has led to a bear market ... Show More
1h 24m
Jul 2024
How U.S. Treasury Is Fighting The Fed | Nouriel Roubini & Stephen Miran on Treasury’s $800 Billion of “Stealth QE” via “Activist Treasury Issuance” (ATI)
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
New paper published by Hudson Bay Capital, written by Nouriel Roubini & Stephen Miran, “ATI: Activist Treasury Issuance and the Tug-of-War Over Mone ... Show More
1h 16m