Forward Guidance

The Bear Market Is Here, What Next? | Joseph Wang & Alfonso Peccatiello


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With stocks, crypto, bonds, gold, and commodities tanking, Jack calls an emergency podcast and asks trusted Forward Guidance regulars, Joseph Wang and Alfonso Peccatiello, to put the ongoing market volatility in the context of runaway inflation and central bank tightening. Filmed live on June 13, 2022.

Follow Alf on Twitter https://twitter.com/MacroAlf

Follow Joseph on Twitter https://twitter.com/FedGuy12

Follow Jack on Twitter https://twitter.com/JackFarley96

Follow Blockworks on Twitter https://twitter.com/Blockworks_

Subscribe to Fed Guy: https://fedguy.com/

Subscribe to The Macro Compass: TheMacroCompass.substack.com

Joseph's latest piece, "Turbo Tightening," can be found here: https://fedguy.com/turbo-tightening/

Alf’s latest piece, “The True Reason Why Central Banks Do QE,” can be found here: https://themacrocompass.substack.com/p/portfolio-rebalancing-qe?s=r#details

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