On todays episode of Forward Guidance Eric Crittenden Chief Investment Officer at Standpoint Asset Management joins the show for a deep dive into the world of systematic macro investing.
Eric walks through the current market outlook as many investors battle with recessionary concerns, but an equity market that continues climbing higher. Using a macro trend ... Show More
May 9
Oil And AI Are Breaking The Middle Class | Weekly Roundup
Markets are ripping while geopolitical risk, inflation, and class tensions boil under the surface, creating a growing disconnect between booming asset prices and the economic reality facing most people. This week, we break down the oil market, AI-driven growth, and the inflation ... Show More
54m 19s
May 6
Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan
Inflation may be reaccelerating just as policymakers are mistaking inaction for restraint. Danny Dayan joins the show to explain why passive easing, loose financial conditions, and supply shocks could leave the Fed behind the curve again. We discuss inflation, oil, labor supply, ... Show More
50m 13s
Apr 30
Central Bank Control Is Breaking | Weekly Roundup
Markets may be entering a volatile new regime where inflation, geopolitics, and policy fragmentation collide, challenging the stability investors have relied on for decades. This week, we break down the latest Fed meeting and what it signals about shifting power from central bank ... Show More
1h 2m
Feb 2021
SI127: Bitcoin's rise to $50,000 & new Ethereum futures ft. Moritz Seibert
Today, we discuss Bitcoin’s rise to $50,000 and how to judge its future role in society, Moritz’s incredible start to the year without changing any part of his trading system, CME’s introduction of Ethereum futures, The Big Short’s Michael Burry calling a top in Tesla, India’s pr ... Show More
1h 4m
Jan 2021
SI125: Will the FED always prevent prolonged market crashes ft. Mark Rzepczynski
Mark Rzepczynski joins us today to discuss the Gamestop short-squeeze, democratisation of the investment industry, the increasing expectation among investors that the Federal Reserve will always prevent prolonged market crashes, the 3 main ingredients for a market bubble, whether ... Show More
1h 19m
Nov 2025
Bitcoin Sinks Deeper Below $100,000 as Bear Market Grips Crypto
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Bitcoin sank deeper below the $100,000 mark, dragged down by a fresh wave of risk aversion and a selloff in tech stocks that reignited Wall Street jitters.The digital currency fell as much as 3.9% to $97,956, in ... Show More
36m 24s
Aug 2025
Stock Market Noise vs. Real Catalysts: What Actually Moves the Market?
<p><span>In this Market Mondays clip, hosts Troy Millings, Ian Dunlap, and Rashad Bilal break down what really drives the stock market and what’s just background noise. With stock futures drifting higher ahead of a high-profile meeting, the team explores whether political events ... Show More
7m 43s
Oct 2025
The Stock Market Is Ultraconcentrated, and It Could Get Worse. Here’s How to Manage the Risks.
<p>Over the past few years, just a few large-cap technology stocks have powered the stock market’s returns. That trend shows no signs of abating anytime soon, as demand for artificial intelligence continues to send the tech sector higher. </p><p>A highly concentrated market can—a ... Show More
13m 11s
Jul 2025
Palantir’s Explosive Growth: Is It the Next Nvidia?
<p><span>In this insightful Market Mondays clip, hosts Rashad Bilal, Troy Millings, and crypto analyst Ian Dunlap dive deep into Palantir’s remarkable 78% surge year-to-date and discuss the company’s massive new $795 million federal contract. Is Palantir destined to be the next N ... Show More
9m 46s