Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
Follow Michael Pettis on Twitter https://x.com/michaelxpettis
Follow VanEck on Twitter https://x.com/vaneck_us
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.co ... Show More
Sep 25
The Bond Market Pain Isn't Over | Weekly Roundup
The 10-year just closed at 5.22%, but the pain trade may be even higher. This week, 40-year rates trading veteran DCP joins us as we examine the bond selloff and what it would take to actually break something and flip the pain trade in bonds. We explore SOFR hike pricing, AI cape ... Show More
1h 1m
Sep 18
The Fed Is Hiking Into A Growth Slowdown | Weekly Roundup
What happens when the Fed hikes into fading stimulus, slowing growth, and persistent inflation? This week, we're joined by Vincent Deluard of StoneX Group to explore America’s emerging stagflation trap, AI’s economic support, and Europe’s potential Japan-style currency reset. We ... Show More
1h 12m
Sep 2025
China’s economy vs the world. With Michael Pettis
US President Donald Trump has railed against his country’s trade deficit with China. But as Chinese surpluses continue to flow into other countries, it’s worth asking how China got to where it is today, and whether Chinese growth can lift all boats. In this week’s episode, Martin ... Show More
33m 42s
Sep 2025
Exploring China's Digital Belt & Road with Louis-Vincent Gave
Dan Nathan and Peter Boockvar host Louis-Vincent Gave, founder and CEO of Gavekal, to discuss the evolving dynamics of China trade. The conversation explores China's response to U.S. restrictions on technology, particularly semiconductors, and the broader implications of the grow ... Show More
48m 19s
Mar 2025
How China Killed America’s Middle Class - And How Trump’s Tariffs Will Bring Jobs Back to the U.S.
<p>Patrick Bet-David explains how Nixon’s 1972 visit to China and China’s 2001 entry into the WTO triggered the loss of millions of U.S. manufacturing jobs. From cheap labor costs driving outsourcing to the devastation of states like Michigan, Ohio, and Pennsylvania, this video e ... Show More
12m 32s
May 2025
China Tariff Deal & Macron BUSTED On Video? | PBD Podcast | Ep. 585
Patrick Bet-David, Tom Ellsworth, Vincent Oshana, and Adam Sosnick break down the shocking pause in U.S.-China tariffs that could shift global markets, surprising developments in a potential peace deal between Russia and Ukraine, and the viral video allegedly showing French Presi ... Show More
2h 20m
Aug 2025
Louis-Vincent Gave: China’s Winning, the Dollar’s Falling — The End of U.S. Dominance?
Is the U.S. economy as strong as it looks, or are we being misled by flawed data? In this hard-hitting interview, Gavekal co-founder and CEO Louis-Vincent Gave joins James Connor to unpack the growing disconnect between economic headlines and financial reality. They explore why j ... Show More
1h 1m
Apr 2025
Iran Threatens Trump As Tariff Trade War RAGES | PBD Podcast | Ep. 572
<p>Patrick Bet-David, Tom Ellsworth, Vincent Oshana, Brandon Aceto, and Adam Sosnick cover the Supreme Court ruling in favor of Venezuelan migrants under the Alien Enemies Act, Donald Trump doubling down on tariffs as China vows to 'fight to the end,' and a new book claim ... Show More
2h 18m
<p>Today's Post - <a href="https://bahnsen.co/4gJcvvo">https://bahnsen.co/4gJcvvo</a></p>
<p>China's Market Shift and Economic Challenges</p>
<p>In this episode of Dividend Cafe, David Bahnsen discusses recent developments concerning China's economy and market performance. Bahnse ... Show More
