Jack Farley

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Video journalist and macro research @Blockworks_. Chart guy. Formerly: @RealVision @dealbreaker @TheTerminal @BrownUniversity

Wow, just recorded one of most revealing interviews of my life with the ultimate expert on interest rate hedging (issue at heart of bank turmoil).

He said hedges at many U.S. banks were nowhere close to offsetting unrealized losses on securities (incl.some big banks)

A thread.
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In an emergency episode, Jack speaks to one of the sharpest crypto minds he knows, Matt Fiebach, research analyst on the Blockworks Research team, about the turmoil engulfing FTX, a digital asset exchange that up until very recently was considered one of the safest and most blue chip exchanges. Matt
www.youtube.com 36 min
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With the Fed set to hike interest rates yet again, Jack is lucky to speak to the ultimate Federal Reserve heavyweights: Nick Timiraos, chief economics corresopndent for The Wall Street Journal, and Joseph Wang, former senior trader for the New York Fed. Timiraos and Wang share what they will be watc
www.youtube.com 61 min
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The Federal Reserve is about to pull trillions of reserves out of the market via quantitative tightening (QT), which will likely cause market turmoil. But does Treasury Secretary Janet Yellen have a rabbit to pull out a hat to lessen the impact of QT? Andy Constan, founder of Damped Spring Advisor
www.youtube.com 63 min
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The primary reason bond ETFs are selling off is **NOT** due to credit stress.

It's interest rate risk. Anticipation of rate hikes by the Fed is inflicting damage to fixed income all across the curve. This is DIFFERENT than credit spreads blowing out

🧵
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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 over the near-term as
www.youtube.com 36 min
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We're heading for an inflationary decade that will change society as we know it. That's according to Vincent Deluard, director of global macro research at StoneX Group Inc, who argues inflation is not transitory as many insist but rather a feature of the new economic landscape that investors must p
www.youtube.com 77 min
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Listen to Forward Guidance on Spotify. The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in
open.spotify.com
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On today's episode of Forward Guidance, Jack Farley is joined by Kris Sidial, Co-CIO of the Ambrus Group, a volatility arbitrage focused firm founded in 2020. After noticing how the micro structure of markets had changed due to passive investing, buy side flows, primary dealer hedging post 2008 & ev
www.youtube.com 48 min
On today's episode of Forward Guidance, Jack Farley welcomes returning guest, Darius Dale of 42Macro. Darius sits down to discuss the current macro environment from recession warning signals on the horizon, stock & bond correlations during market sell-off's, the outlook for commodities in this envir
www.youtube.com 63 min
On today's episode of Forward Guidance, Jack Farley is joined by Carson Block, Investor & Founder of Muddy Waters Research. Known for his role in activist short selling, Carson shares how he began his career in investing, what led him to being an activist short seller & reflects on the past two year
www.youtube.com 72 min
00:00 Introduction 00:22 What Is Activist Short Selling? 05:30 Caron's Journey To Short Selling 19:08 Financial Markets in China 27:30 BCB Group Ad 28:20 Techniques for Short Selling 35:50 Title- 53:43 Title 54:18 ARKK Innovation ETF 1:04:45 Title 1:07:58 The Role of Activist Short Selling
www.youtube.com 72 min
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