Episode #96 - Peter Boockvar and the Fed's Ho...

Vince Lanci is back in the house as we try to unpack the strategic play President Trump is making with his bombing Iran and the standoff over the Strait of Hormuz.Show Notes;Goldfix on SubstackVince on XTom on XGGnG on Patreon 

Fmr. Brig. Gen. Blaine Holt is in the house to discuss the state of strategic play concerning Iran. We recorded this on March 5th, but it doesn't matter. It's all still very relevant today. Given how fast the world is changing, that's saying something.Show Notes:Blaine on Substac ...  Show more

Market Turmoil, Political Drama, and Economic ForecastsPeter delves into a tumultuous week in the markets and politics. He covers key events including Jerome Powell's Jackson Hole speech and its implications for interest rate cuts, the Democratic National Convention, and Robert K ...  Show more

The Federal Reserve faces a pivotal choice this week: cut interest rates to boost a cooling labor market, or hold firm to keep inflation in check. WSJ's Nick Timiraos breaks down the Fed's debate and high-stakes maneuvering as President Trump pushes to expand his influence over t ...  Show more

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Nick Timiraos on Twitter https://x.com/NickTimiraos Nick’s work at WSJ: https://www.wsj.com/news/author/nick-timiraos Follow VanEck on Twitt ...  Show more

Today on the show Soumaya Keynes talks about macroeconomic mistakes and the interest rate outlook with Neel Kashkari, president of the Federal Reserve Bank of Minneapolis. FT economics commentator Chris Giles joins them to discuss what the Fed got right and wrong abo ...