On todays episode of Forward Guidance Simon Ree Author & Founder of The Tao Of Trading joins the show for a discussion on the key principles for becoming a successful trader.
Simon takes us back to March 2020, a period which kicked off an aggressive bull market leading all the way up to 2022. In 2022, many market participants got caught offside as the aggr ... Show More
Yesterday
Finding The Next Perfect Trade | Alex Gurevich
In this episode, former Managing Director of global macro trading at JPMorgan and bestselling author Alex Gurevich joins the show to discuss his updated book The Next Perfect Trade, unpacking what actually makes a good trade across regimes. We also cover how to express trades, pr ... Show More
53m 1s
Jan 23
The Generational Metal Squeeze Exposing Broken Sovereign Debt | Weekly Roundup
This week, we unpack why metals are ripping, how dollar weakness and bond market dysfunction are reshaping macro, and what Japan’s experience signals for the U.S. We also explore extreme metals positioning, dispersion across assets, and what uncertainty around the new Fed Chair m ... Show More
53m 20s
Jan 21
Markets Are Entering A Wartime Economy | Cem Karsan
In this episode, Cem Karsan of Kai Volatility joins the show to discuss the bifurcation of the world economy, inequality & the election cycle, populism during a war-time economy, and the secular market rotation. Enjoy! __ Follow Cem: https://x.com/jam_croissant Follow Felix: http ... Show More
48m 5s
Dec 2023
Nothing Changes on New Year’s Day
On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Danny Moses discuss the stock market’s biggest headlines of 2023 and make predictions for 2024.
Key Insights from the Pod:
Dan highlights the markets this time last year vs. now (2:45)
Danny runs through 2023’s great ... Show More
48m 59s
Feb 2024
Market’s Smooth Operator + The Big Short Panel
On this episode of “On The Tape,” Guy Adami, Dan Nathan, and Danny Moses give their biggest takeaways from the Global Alts Conference in Miami (1:45), the NYCB/regional bank bust (11:30), the stock market entering the danger zone (16:00), job cuts across different industries (19: ... Show More
1h 3m
Dec 2023
The Higher Stocks Rise the Harder They Fall with Jeff Toporek of FD Stonewater
On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Liz Young give a preview of the week ahead, including the last Fed meeting of the year. Dan and Guy sit down with Jeff Toporek of FD Stonewater for a conversation about commercial real estate and interest rates.
Key In ... Show More
1h 2m
Dec 2023
Don’t Look Back in Anger
On this episode of “On The Tape,” Dan Nathan, Guy Adami, Danny Moses, and Stuart Sopp, CEO of Current, discuss the Fed meeting and the stock market at record highs.
Key Insights from the Pod:
The Fed Cut Pivot (1:30)
Expectations for 2024 (10:40)
The Market Rotation (16:30)
... Show More
45m 3s
Mar 2024
I’d Rather Be A Bull: A Conversation with David Rosenberg
On this episode of “On The Tape,” David Rosenberg of Rosenberg Research joins Dan Nathan and Guy Adami for the full show! Topics they hit include what the bears got wrong about the stock market (2:30), market concentration (8:00), liquidity (11:45), the AI boom comparisons to the ... Show More
50m 2s