Bästa The Maven Report podcaster (2024)

1
LIVE From Permissionless | Forward Guidance & 1000x Collab Stream 54:29

3d ago54:29

54:29

In this episode, Jonah and Avi join Felix to discuss the current macro regime, Bitcoin and the crypto market, and the impact of forward guidance. They also delve into the ongoing uncertainty throughout markets, the Fed risking its credibility, and the economic bifurcation playing into crypto. — Follow Jonah: https://x.com/jvb_xyz Follow Avi: https:…

1
The True Value of Branding with Mike Brevik of BrandRetro & Cyberdogz EP 111 52:56

3d ago52:56

52:56

👩‍💻 Get Shannon's free course for women web designers who want to make more money without working 24/7. In this episode of the Profitable Web Designer Podcast, I'm joined by Mike Brevik, host of the Brand Retro Podcast and founder of the digital marketing agency Cyberdogz. Mike shares his journey from being an illustrator and graphic designer to bu…

1
Stellar Jobs Report Sends Recession Odds Spiraling | Weekly Roundup 56:59

7d ago56:59

56:59

This week we discuss the latest bullish jobs report, the impact of globally-coordinated easing, and the Middle East's impact on markets. We also delve into the recent SOFR explosion, election pricing in markets, and much more. Enjoy! — Follow Quinn: https://x.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Felix: https://twitter.…

1
Where The Next Big Bond Trade Is Hiding | Harley Bassman 49:34

10d ago49:34

49:34

In this episode, Harley Bassman joins the show to discuss what the bond market is pricing, the Fed’s master plan, and if we can see a second wave of inflation. We also delve into the MBS market, the impact of immigration on the labor market, credit spreads, and much more. Enjoy! __ Follow Harley Bassman: https://x.com/ConvexityMaven Check out Harle…

1
Simplifying Your Web Design Business with Moxie Maven Lisa Williams EP 110 54:21

10d ago54:21

54:21

👩‍💻 Get Shannon's free course for women web designers who want to make more money without working 24/7. In this episode of the Profitable Web Designer podcast, I sit down with Lisa Williams, also known as the Moxie Maven. Lisa shares her journey from sticky notes and scattered processes to finding the project management tool that transformed her we…

1
How Java Developers Can Secure Their Code (#58) 55:06

15d ago55:06

55:06

Three years after Log4Shell caused a significant security issue, we still struggle with insecure dependencies and injection problems. In this podcast, we'll discuss how developers can secure their code. I talked with three authors who posted a security and code quality post on Foojay.io. Guests Jonathan Vila https://www.linkedin.com/in/jonathanvila…

1
China's Liquidity Impulse, A Turning Point For Markets | Weekly Roundup 46:54

15d ago46:54

46:54

This week we discuss China’s economic stimulus, the resilience of the labor market, and the GDP/GDI revisions. We also delve into global liquidity & equity multiples, things to actually worry about in the future, and much more. Enjoy! — Follow Quinn: https://x.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Felix: https://twitter…

1
How To Leverage Your Natural Strengths to Grow Your Web Design Business with Melissa Froehlich EP 109 59:29

17d ago59:29

59:29

👩‍💻 Get Shannon's free course for women web designers who want to make more money without working 24/7. Today I’m talking to Business Alignment Strategist, Certified Kolbe™ Consultant, Human Design Enthusiast & Certified Mindset Coach Melissa Froehlich all about how she helps her overachieving clients leveraging their natural strengths to uncover t…

1
Slowing But Growing: Why The U.S. Isn’t Headed For Recession | Prometheus Research 57:55

18d ago57:55

57:55

In this episode, Prometheus Research joins the show to discuss his macro framework, what the subcomponents of GDP tell us about the economy, and where we are in the business cycle. We also take a deep dive into the manufacturing sector, the components of liquidity, and much more. Enjoy! __ Follow Prometheus Research: https://x.com/prometheusmacro F…

1
What The Latest Fed Decision Means For Markets | Weekly Roundup 1:03:18

18d ago1:03:18

1:03:18

This week we discuss the Fed decision & economic projections, the bullish market signals, and the reasoning behind recession calls. We also delve into the trajectory of the economy and cutting cycle, private credit markets, the banana zone, and much more. Enjoy! — Follow Quinn: https://x.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ F…

1
August 2024 Income Report EP 108 42:42

24d ago42:42

42:42

👩‍💻 Get Shannon's free course for women web designers who want to make more money without working 24/7. Today I’m sharing how much money we made in August, how we made it, how much we spent, and all of the lessons learned along the way. I talk about how I’m exploring new ways of thinking about my business finances, expanding my Upper Limit, and the…

1
Fed Is Easing Into Major Regime Shift | Darius Dale 52:17

25d ago52:17

52:17

This week we discuss the Federal Reserve’s upcoming interest rate decision, the path to the neutral rate, and why the Fed should front-load its rate cuts. Darius and Felix also delve into why the recessionistas are wrong about the labor market, the fiscal impulse, the impact of the BOJ and China on global macro, and much more. Enjoy! __ Follow Dari…

1
Welcome to OpenJDK (Java) 23 (#57) 1:07:29

29d ago1:07:29

1:07:29

OpenJDK (Java) 23 is here! This version introduces three new features to the language and runtime, many bug fixes, small improvements, and a longer list of preview features. What are the most important facts about this release? Let's find out... Guests Simon Ritter https://www.linkedin.com/in/siritter/ https://mastodon.social/@speakjava https://twi…

1
Richard Koo: China’s “Balance Sheet Recession” Has Already Started | (Jack’s Final Episode) 1:07:28

29d ago1:07:28

1:07:28

Important news: this will be Jack’s last episode as the host of Forward Guidance. He is transitioning to host a new podcast called Monetary Matters: https://www.youtube.com/@Monetary-Matters Felix Jauvin, macro trader and current host of “On The Margin,” will be the new host of Forward Guidance going forward: https://x.com/fejau_inc Richard Koo, se…

1
CDO Whisperer Brett Jefferson on Securitization Markets and TruPS CDO Relics 1:28:20

30d ago1:28:20

1:28:20

This interview with Brett Jefferson discusses trust preferred CDOs, why they can provide such great opportunities, and how Brett’s fund capitalizes on this niche market. Brett and Jack also discuss the private credit market, the risks and benefits of securitization, the performance of the collateralized loan market, and much more. Recorded on Septe…

1
Structured Credit Maven Laila Kollmorgen on CLO’s Rally and Opportunity To Differentiate As Fundamentals Soften and Prices Climb | VanEck Fireside Chat #6 1:21:24

1M ago1:21:24

1:21:24

Laila Kollmorgen, Portfolio Manager, CLO Tranche for Pinebridge Investments, joins Jack for a Fireside Chat on Forward Guidance to discuss why collateralized loan obligations (CLOs) have rallied so much over the past two years as most of the fixed-income world has suffered enormously. Laila explains why she likes the structure of CLOs and why she t…

1
How to Make Financial Decisions with Confidence in Your Web Design Business EP 107 55:21

1M ago55:21

55:21

👩‍💻 Get Shannon's free course for women web designers who want to make more money without working 24/7. Today I’m walking you through how to make financial decisions with confidence in your web design business, including how to forgive yourself for past money decisions, how to play to win when it comes to money, and 25 questions to ask yourself whe…

1
Bitcoin's Path To $3 Million Dollars | Matthew Sigel 1:21:43

1M ago1:21:43

1:21:43

This interview with Matthew Sigel explores the bull case for bitcoin, its future as a reserve asset, and the economics of bitcoin miners. We also discuss miners pivoting to data centers, stablecoins, crypto regulation and much more. This interview is paid sponsorship on behalf of the VanEck corporation. Recorded on September 4, 2024. Sigel's piece,…

1
Gold Stocks Are Undervalued | Imaru Casanova (VanEck Fireside Chat #4) 1:07:29

1M ago1:07:29

1:07:29

Imaru Casanova, Portfolio Manager, Gold and Precious Metals at VanEck, joins to share her views on how to value gold stocks such as gold miners and gold royalty companies. Casanova argues that with the recent run up in gold, gold stocks could be undervalued and are poised to deliver strong results and returns. This interview is a Fireside Chat and …

1
There Will Be No Recession | Jonny Mathews 1:23:15

1M ago1:23:15

1:23:15

This interview with Jonny Mathews explores why he believes we aren’t headed for a recession, how real consumption will likely drive Q3 GDP higher, and why he thinks unemployment will moderate. We also discuss the market opportunities he’s seeing, hitting home run trades, and much more. __ Follow Jonny Mathews on Twitter https://x.com/super_macro Su…

1
The Labor Market Is Cooling | Talmon Smith & Jack Farley (Driving Back from Camp Kotok) 2:04:18

1M ago2:04:18

2:04:18

This interview was recorded on a drive down from Leen’s Lodge in rural Maine, as Talmon and Jack returned from “Camp Kotok,” the renowned retreat for prominent economists, wealth managers, traders, heads of research, and financial journalists. Talmon and Jack talk about the cooling labor market, modern monetary theory (MMT), private credit, and mor…

1
Full-Time Income Framework for Web Designers EP 106 1:13:47

1M ago1:13:47

1:13:47

👩‍💻 Get Shannon's free course for women web designers who want to make more money without working 24/7. Today I’m walking you through the 5 core systems and processes to have in place in your web design business to have a profitable, sustainable and fulfilling web design business, and you’ll hear from some of our Web Designer Academy students on wh…

1
India Is The Most Promising Emerging Market | Angus Shillington 1:16:47

1M ago1:16:47

1:16:47

This interview with Angus Shillington explores why India is the most promising emerging market, why it has outperformed the S&P 500, and the country’s favorable demographics. We also discuss the risks & rewards of investing in China, how Chinese equities compare to Indian equities, and the booming semiconductor market. This interview is paid sponso…

1
How to Break Through to Your Next Level with Sarah Guilliot EP 105 1:00:44

2M ago1:00:44

1:00:44

👩‍💻 Get Shannon's free course for women web designers who want to make more money without working 24/7. Today I’m talking to copywriter extraordinaire Sarah Guilliot (a Web Designer Academy + Next Level Mastermind member) all about the challenges she overcame and the shifts she made to go from being *this close* to going back to corporate to having…

1
Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz 30:00

2M ago30:00

30:00

This interview with Jim Bianco and Jeremy Schwartz discusses the Federal Reserve’s policy path, whether inflation will actually come down, and if the economy is headed for a no landing. We also delve into the neutral rate, the key election issues for markets, and whether stocks will outperform bonds. __ Follow Jim Bianco on Twitter https://x.com/bi…

1
Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession 1:17:06

2M ago1:17:06

1:17:06

This interview with Michael Drury explores how China’s problems affect the global economy, its economic advantages, and where it spends its trillion-dollar surplus. We also discuss the US economy’s resilience, why Michael doesn’t see a recession, and much more. – Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance…

1
How the Dollar Will Be Gradually Eroded by Emerging Market Currencies | Eric Fine & Natalia Gurushina (VanEck Fireside Chat) 1:45:33

2M ago1:45:33

1:45:33

This interview with Eric Fine & Natalia Gurushina delves into the potential of emerging markets, how they are affected by developed market weakness, and contrasting central bank strategies. We also discuss investing in China, emerging market reserve strategies, and de-dollarization. This interview is paid sponsorship on behalf of the VanEck corpora…

1
July 2024 Income Report EP 104 1:13:41

2M ago1:13:41

1:13:41

👩‍💻 Get Shannon's free course for women web designers who want to make more money without working 24/7. Today I’m sharing how much money we made in July, how we made it, how much we spent, and all of the lessons learned along the way. I share how I discovered the places in my business and life I was playing small, some powerful books I read that co…

1
The Strategies & Risks In Quant Trading | Mike Harris 1:10:36

2M ago1:10:36

1:10:36

This interview with Mike Harris explores the strategies and challenges of the Quest Hedge Fund, from CTA trend-following and AI trading models to the overcrowded quant equity space. We also dive into statistical arbitrage, multi-strat funds, the macro outlook, and the advantages & risks of using AI. -- Follow Mike Harris on Twitter https://x.com/mi…

1
My Hypnosis Update: What Happened to Me? with Certified Hypnotherapist Lauren Best EP 103 54:37

2M ago54:37

54:37

👩‍💻 Get Shannon's free course for women web designers who want to make more money without working 24/7. In today's episode, I’m catching up with Certified Hypnotist Lauren Best on the power of hypnosis for creativity and work-life balance. Eight weeks ago, I underwent a hypnosis session led by Lauren, and now we're diving deep into the aftermath—th…

1
Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market 2:35:47

2M ago2:35:47

2:35:47

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. -- This interview with George Robertson and Mel Mattison explores why deficit spending will send stocks and risky assets higher. We also discuss the true risk-free rate and the Federal Reserve’s control over the Treasu…

1
The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trade, and the Exaggerated Rumors of the Dollar’s Demise 1:19:50

2M ago1:19:50

1:19:50

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 potential for an unwind of the yen carry trade before the crash in Japanese equ…

1
Six-Figure Pricing and Money Mindset with Austin L. Church EP 102 56:24

2M ago56:24

56:24

👩‍💻 Get Shannon's free course for women web designers who want to make more money without working 24/7. Today I’m talking with Austin L. Church of Freelance Cake, author of Free Money and fractional CMO for Moxie, about the tough and rewarding realities of freelancing, and how to truly understand your worth as a web designer. If you’ve ever struggl…

1
The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol, and How He’s Trading VIX Spike & Stock Market Crash 44:29

2M ago44:29

44:29

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. __ Follow Noel Smith on Twitter https://x.com/NoelConvex Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitte…

1
Mike Green: Passive Stock Market Edifice Put To The Test As Recession A Near Certainty 1:37:00

2M ago1:37:00

1:37:00

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 at 10am ET on Friday, August 2. The jobs report, which was released 90 minutes prior at 8:30am ET, showed the unemployment rate move non-linearly up from 4.1% to 4.3%, and the stock market f…

1
Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election 1:06:33

2M ago1:06:33

1:06:33

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 Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitte…

1
Overcoming Fear and Failure in Your Web Design Business with Liz Mosley EP 101 49:02

2M ago49:02

49:02

👩‍💻 Get Shannon's free course for women web designers who want to make more money without working 24/7. In today's episode, I sit down with the talented Liz Mosley, graphic designer and host of the "Building Your Brand" podcast. Liz and I unpack the emotional rollercoaster of dealing with rejection and discuss practical strategies for overcoming it…

1
Why Credit Conditions Have Actually Eased Over Past Year | Oaktree’s Wayne Dahl on High-Yield Bonds, Leveraged Loans, Private Credit, and the Recession Yet To Arrive 1:09:46

2M ago1:09:46

1:09:46

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https:…

1
Tommy Thornton: Tech Stocks Are In A Bubble 1:22:12

3M ago1:22:12

1:22:12

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Tommy Thornton on Twitter https://x.com/TommyThornton Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://tw…

1
Unlock Your True Power with Alecia St. Germain of the Conscious Edge EP 100 1:04:35

3M ago1:04:35

1:04:35

👩‍💻 Get Shannon's free course for women web designers who want to make more money without working 24/7. In today's milestone 100th episode, I’m sitting down with my BFF and transformational coach Alecia St. Germain of The Conscious Edge to explore the link between mindset and success in entrepreneurship. We dive into overcoming mental barriers, ref…

1
How U.S. Treasury Is Fighting The Fed | Nouriel Roubini & Stephen Miran on Treasury’s $800 Billion of “Stealth QE” via “Activist Treasury Issuance” (ATI) 1:16:22

3M ago1:16:22

1:16:22

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. New paper published by Hudson Bay Capital, written by Nouriel Roubini & Stephen Miran, “ATI: Activist Treasury Issuance and the Tug-of-War Over Monetary Policy”: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/…

1
Banks Are Cleaning House Of Their Bad Assets | Chris Whalen 1:11:31

3M ago1:11:31

1:11:31

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Chris Whalen on Twitter https://x.com/rcwhalen Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.c…

1
China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle 1:31:40

3M ago1:31:40

1:31:40

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Michael Pettis on Twitter https://x.com/michaelxpettis Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://t…

1
June 2024 Income Report EP 99 1:11:10

3M ago1:11:10

1:11:10

👩‍💻 Get Shannon's free course for women web designers who want to make more money without working 24/7. Today I’m sharing how much money we made in June, how we made it, how much we spent, and all of the lessons learned along the way. I share what’s happened since we decided to roll back the two price increases we did for the Web Designer Academy i…

1
Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle 1:25:37

3M ago1:25:37

1:25:37

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Peter Boockvar on Twitter https://twitter.com/pboockvar Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on …

1
Airline Revenues Are Soaring. Their Profits Are Not | Planes And Trains Expert Jay Shabat on Depressed Railroad Volumes And Global Air Traffic 1:30:02

3M ago1:30:02

1:30:02

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Skift Airline Weekly https://airlineweekly.skift.com/ Jay Shabat’s Railroad Weekly https://railroadweekly.substack.com/ Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter …

1
Finding Your Biz Besties with Katie Lynn + Laura Grace of Mushaboom Studio EP 98 1:00:14

3M ago1:00:14

1:00:14

👩‍💻 Get Shannon's free course for women web designers who want to make more money without working 24/7. Today I’m talking with Katie Lynn and Laura Grace of Mushaboom Studio about their online business journey, including how to get clients, finding your biz besties, niching down into SquareSpace development for designers, the value of great photogr…

1
Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg 1:23:30

3M ago1:23:30

1:23:30

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) …

1
Vectors in Java Code, Database, and LLMs (#56) 49:48

3M ago49:48

49:48

In this Foojay podcast, we enter the world of mathematics by discussing Vectors and how they are crucial for AI and machine learning. As ChatGPT explains: "A Vector is a mathematical structure that holds numerical values. Vectors are fundamental to the field of Artificial Intelligence, as they allow mathematical operations to be performed efficient…

1
Attracting Higher-Quality Web Design Clients with Amy Posner EP 97 50:05

3M ago50:05

50:05

👩‍💻 Get Shannon's free course for women web designers who want to make more money without working 24/7. Today I’m talking with Amy Posner, a seasoned online entrepreneur and business coach who has mentored thousands of freelancers to grow the business they want by teaching them the skills they need to attract the right clients. Get the full show no…

Podcaster värda att lyssna på

The Maven Report podcaster

Podcaster värda att lyssna på

Snabbguide