In the 7th episode of Generational Arbitrage, Tyler Neville speaks with Dan Rasmussen, Founder & Portfolio Manager of Verdad Capital & collegue Greg Obenshain, Director of Credit. Our guests discuss how investors can generate returns in corporate credit markets, during a low yield environment. Dan and Greg also discuss the business cycle, fools yield, inflat ... 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
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