Jared Dillian, publisher of The Daily Dirtnap, returns to Forward Guidance to argue why he’s no longer bearish on natural gas, why he thinks the May Fed meeting could be a catalyst for gold, and why hedge fund managers who are still short officer REITs (real estate investment trusts) will get their faces he’s no longer bearish on natural gas. He discusses se ... Show More
Mar 13
Why the Oil Shock Could Trigger a Global Recession | Weekly Roundup
In this episode, we explore the fog of war in markets, where geopolitics and volatility scramble investors’ assumptions. Quinn and Felix break down the macro landscape, analyzing war narratives, energy shocks, and shifting expectations for growth, jobs, and Fed policy. We debate ... Show More
56m 6s
Mar 11
The Global Economy Is Splitting Into Spheres | Eric Wallerstein
Chief Macro Strategist at Clocktower Group, Eric Wallerstein, explores how shifting geopolitics, Trump-era monetary policy, and structural economic forces are reshaping global macro. We cover tariffs, the dollar, Iran-driven market shocks, Fed balance sheet strategy, and the futu ... Show More
58m 49s
Mar 6
Is The Iran Energy Shock About To Break Markets? | Weekly Roundup
This week, we explore how the Iran escalation is stress-testing a fragile, late-cycle financial system already stretched by years of easy liquidity. We examine oil volatility, energy chokepoints, bonds failing as safe havens, and the growing risk that geopolitics could trigger a ... Show More
1h 5m
Jan 2024
Jared Dillian on the Keys to Live a Stress-Free Financial Life | #518
Today’s guest is Jared Dillian, the editor of The Daily Dirtnap, a daily market newsletter for investment professionals. Jared’s back on the podcast to talk about his book, No Worries: How to live a stress-free financial life, which just released yesterday. Jared talks about the ... Show More
54m 6s
Apr 2024
Now Bulls Can’t Leave with Ben Kallo of RW Baird
On this episode of “On The Tape,” Dan Nathan, Guy Adami and Danny Moses discuss the stock market moving on Fed cut expectations (3:00), what the rally in gold is telling us about the market (14:00), weakness in the Yen (17:00), the Jobs Report (18:00), huge moves in some of the b ... Show More
1h 5m
Oct 2022
It’s Not Just Inflation, The Fed’s Lost Control | Round Up
The CPI print just came out, and prices are hot. This week's roundup explores the implications of high inflation, what it means for company earnings and what to expect next.Has the Fed lost control? Is this the fault of current or prior regimes? Where are rates headed? Is QE comi ... Show More
1h 3m
Jun 2024
4 Reasons Why the Stock Market Has Delivered Impressive Performance
<p>Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than on ... Show More
17m 39s
Feb 2023
Recession, Soft Landing or Higher For Longer? | Kevin Flanagan
On today's episode of The Macro Trading Floor, Andreas and Alfonso welcome Kevin Flanagan Head of Fixed Income Strategy at WisdomTree for a discussion on everything happening in global bond markets. Since 2022, the consensus has flip flopped from recession, to soft landing as ma ... Show More
57m 19s