Despite the recent and relentless rise in Treasury bond yields and a sell off in the stock market, Dr. Ed Yardeni, President of Yardeni Research, remains one of the most bullish strategists out there. Yardeni, who coined the term "Bond Vigilantes", outlines the risks, probabilities and opportunities facing investors today, and explains why he sees the S&P 50 ... Show More
Aug 2024
Sentiment leads the market; the Fed follows
The Market Pinball Wizard, Avi Gilburt, shares how the market forces the Fed's hands (0:05). FX prediction: sizable decline coming in 2nd half of 2024 in DXY, then a multi-year rally. Will emerging markets outperform S&P? (1:40) Investing in an election year (5:15). Why it's time ... Show More
11m 58s
Oct 2023
Duration Remains Unattractive, Says Veteran High Yield Bond Investor
On todays episode, Craig Manchuck Vice President & Portfolio Manager at Osterweis joins the show for a discussion on the end of the zero interest rate era.
We deep dive into the bond market sell-off over the past 3 years, where to find opportunities in the bond market & the ris ... Show More
1h 12m
Dec 2021
Felix Zulauf’s Big Calls For 2022 And Beyond
On today’s episode of Forward Guidance, Felix Zulauf, a renowned macro investor known for his uncanny market timing, shares his outlook on various time horizons about stocks, bonds, and commodities. Zulauf explains why the reflationary types of trades might continue to sell-off o ... Show More
36m 27s
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