Forward Guidance

Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.


Earnings Season Is Strong (So Far) | Sam Burns

Sam Burns, founder of Mill Street Research, explains why he thinks the bull market in stocks can last for much longer. He notes that many companies are still growing their earnings substantially..

Dusting Off The Recession Playbook | Tian Yang

The last time Tian Yang, founder of Variant Perception, appeared on Forward Guidance in August 2022, he gave viewers a well-timed warning that the commodity supercycle was “on hold.” Now, he returns..