Lessons Learned While Working at The Fed, Rec...

In this episode of Money Moves, we unpack a volatile week in the markets driven by escalating geopolitical tensions in the Middle East and rising oil prices. With the OECD slashing its global growth forecast due to disruptions in the Strait of Hormuz , inflation and upcoming CPI ...  Show more

The unexpected blowout in the May jobs report just sent shockwaves through the financial markets, adding 172,000 jobs and more than doubling Wall Street's expectations. This undeniable economic strength severely disrupted the Federal Reserve rate cut narrative, causing treasury y ...  Show more

In this episode, Luke Gromen navigates through Berkshire's $167.6B cash, his 2023 market optimism, US liquidity measures, and escalating real estate loan concerns. He discusses inflation's return, unemployment trends, interest rates, and Bitcoin's impact on energy. The dialogue a ...  Show more

On today’s episode, Clay sits down with Shawn O’Malley to provide an update on the banking crisis. For months, many have said that the Fed will continue hiking interest rates until “something breaks”. Shawn breaks down why it feels like the Fed broke something, and what it means ...  Show more

Jonny Matthews, founder of Super Macro and former portfolio manager at Brevan Howard and managing director at Citi & Saloman Brothers, joins Forward Guidance to share his view on markets and the economy. Having netted a near 100% return in 2022 with a very large short in Treasury ...  Show more

Interest rates have been sliding for seven centuries. Dive into the historical forces driving this trend and examine whether the recent interest rate spike is just a blip on the radar.

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