Steve Eisman, who was profiled in the terrific book and movie, "The Big Short", explains why he's not shorting any parts of the market right now, but what he would bet against under certain conditions. He explains what's different about this recent volatility and the Great Financial Crisis and the crash of 1987, and how the tariff war might play out as negot ... Show More
Nov 3
What Really Caused the Stock Market Crash of 1929?
Rampant speculation, a divided Federal Reserve, big companies making big bets, and geopolitical instability. Sound familiar? That’s exactly the environment that led to the biggest stock market crash in history nearly a century ago, and many of those ingredients are prevalent at t ... Show More
42m 40s
Apr 2025
Markets Rattled By Tariff Latest… And If There’s More Downside Ahead 4/7/25
<p>The market sell-off rolls as the major indices whipsaw to start the week. How the latest tariff headlines are swinging stocks, and what an additional 50% tariff on China will mean in the trade war. We break down the threats, reactions, and strategy for navigating the volatilit ... Show More
43m 48s
Aug 2024
Matt King on the Hidden Forces Driving the Market Selloff
The Nasdaq is now in correction territory and the S&P 500 is down more than 2% so far this month. Analysts are blaming any number of things for the selloff, including a slowdown in the economy, the Federal Reserve being behind the curve on rate cuts, hedge funds rotating out of p ... Show More
41m 29s
Apr 2025
153. Steve Eisman, the Real-Life "Big Short" Investor, on Tariff Panic and Lessons From the 2008 Crisis
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>This week on <em>The Wall Street Skinny</em>, we’re diving headfirst into one of the most volatile weeks in recent memory—and we brought backup. After a whiplash ... Show More
1h 16m
Jul 2025
GM85: What If the Real Risk Isn’t Recession — But Reinvention? ft. Steven Bell
Steven Bell has seen the macro machine from every angle - Treasury insider, hedge fund manager, and chief economist. In this wide-ranging conversation with Alan Dunne, he traces the quiet erosion of economic orthodoxy and why AI, not tariffs, may prove the more destabilizing forc ... Show More
1h 7m
May 2023
Is the U.S. Economy Starting to Roll Over?
Jesse Felder, the founder of Felder Investment Research, joins Maggie Lake to discuss the market's uncertain reaction to today's inflation data, why he’s taking a closer look at gold, and what he makes of the recent U.S. credit crunch.
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36m 9s
Feb 2025
Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund
Capstone’s founder and CEO Paul Britton discusses evolution of the derivatives market, how he thinks about managing people and risk, and why the VIX is relatively low against a tumultuous economic backdrop. For more insights from great investors, listen to previous episodes from ... Show More
33m 18s
Aug 2024
The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trade, and the Exaggerated Rumors of the Dollar’s Demise
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
This interview was recorded on Friday, August 2, during Friday's sell-off but before the vicious sell-off on Monday. he did talk about the potentia ... Show More
1h 19m