Reasons to Remain Bullish as the Bond Vigilan...

As we near the mid-point of a tumultuous year, we give this market a health check with Jay Woods of Freedom Capital Markets. Plus, there’s a new Fed Chair in town, and Kevin Warsh is focused squarely on inflation and recreating the central bank through a series of task forces. An ...  Show more

SpaceX completed the largest IPO in history, valuing Elon Musk’s space exploration company at more than $2 Trillion, and making him the world’s first trillionaire. It also paves the way for Anthropic and Open AI, the next trillion dollar companies to test the public markets, ushe ...  Show more

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

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

Shares of Nvidia reversing in today’s session, and sat out the mid-day Mag7 rebound. How the chip giant is faring since its post-earnings pop, and how our traders are positioning in the stock going into June. Plus Jamie Dimon ringing the alarm bell on the bond market. The crac ...

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