Nick Halaris is an Investor, Civic Leader and the founder of Metros Capital. He joins me today to talk about the fate of the real estate market, and who foots the bill when pension funds run out of places to look for yield.
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Get unparalleled access to the greatest minds in macro at Blockworks’ three day, executive summit in Bretton Woods. August 11 - 13. ... Show More
Aug 2021
The future of digital asset investing | Rayne Steinberg
In the 10th and final episode of Generational Arbitrage, Tyler Neville speaks with Rayne Steinberg, co-founder of WisdomTree with $75 billion of assets under management. After leaving WisdomTree in 2011, Rayne went on to co-found Arca in 2018, and in 3 years Arca managed to grow ... Show More
1 h
Aug 2021
Secular Boom in the New Financial World
In the 9th episode of Generational Arbitrage, Tyler Neville speaks with Kevin March & David Micley, Co-Founder & Director of Sales & Client Relations at Floating Point Group. Kevin March & David Micley give their perspective on the developing structure in crypto markets, arbitrag ... Show More
45m 50s
Aug 2021
Bitcoin as a long volatility hedge | Dylan LeClair
In the 8th episode of Generational Arbitrage, Tyler speaks with Dylan LeClair, founder of 21st Paradigm, a company that aims to help individuals and businesses understand, strategize & utilize the Bitcoin network. Recently Dylan also joined the team at Bitcoin Magazine, providing ... Show More
48m 19s
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
Nov 2023
The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman
Nicholas Glinsman, veteran macro investor and co-founder at Malmgren-Glinsman Partners, returns to Forward Guidance to update his views on fixed-income and the economy. He argues that shorting the yen // buy non-yen-denominated assets trade, the “greatest carry trade in the world ... Show More
1h 10m
Jun 2023
Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth
To get $1,000 off an annual subscription to QI Pro, Danielle DiMartino Booth’s institutional-grade research service, go to https://quillintelligence.com/register/qi-pro-friends-of-farley/.
$3,000 instead of $4,000 for the first year, offer ends in July. Interested parties may req ... Show More
45m 9s
Nov 2024
Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran
In this episode, Stephen Miran joins the show to discuss Trump’s economic policies, the current economic imbalances in global trade, and the economics of tariffs. We also delve into how currency moves can offset tariffs, a potential Mar-a-Lago Accord to weaken the dollar, and muc ... Show More
1h 8m
Mar 2025
The U.S. Debt Crisis: Why Growth Is the Only Solution | Mohamed El-Erian Pt. 2 LIVE @ DAS
In this episode, Mohamed El-Erian joins the show to discuss his Fed & QT expectations, his outlook for inflation, and the four ways the government can solve its debt problem. We also delve into stablecoins buying US debt, Bitcoin’s potential as a neutral reserve asset for global ... Show More
39m 43s
Apr 2025
Trump Is “Kitchen Sinking” The US Economy | Darius Dale
In this episode, Darius Dale of 42Macro joins the show to discuss Trump transitioning the US economy to a new paradigm, the potential for a recession and its impact on markets, and the threat of a debt refinancing air pocket. We also delve into why the Fed needs to transition to ... Show More
56m 56s
May 2024
Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle
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/us/hodlprospectus.__Follow Vincent Deluard on Twitter https://twitter.com/VincentDeluardFollow VanEck on Twitte ... Show More
1h 25m