ep. 69


The “Everything Risk” Is Here | Ed Harrison

Ed Harrison, senior editor at Bloomberg and author of The Everything Risk, joins Jack Farley to share his outlook on inflation, the Federal Reserve’s ongoing tightening efforts, and the sell-off in long-duration tech stocks. Harrison shares his outlook on China, commodities, the FAANG stocks, and why he sees the makings for a new era for markets.


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(00:00) Introduction

(02:36) Is The Era of East Money Over?

(04:56) Comparisons to the 2000s Tech Album

(13:30) Valuing Companies With Network Effects

(16:23) Markets Reaction To Monetary Policy

(18:46) ARKK

(22:25) Fed Rate Hikes & Credit Markets

(27:26) Where Is The Fed Put?

(31:53) Bit.com Ad

(32:25) A Shift From Deflation to Inflation?

(37:31) FANTAMAN Stocks

(40:28) How China is Exporting Stagflation

(41:55) Russia's Invasion of Ukraine & The Effect On Energy Markets

(46:19) Will High Energy Prices Cause Demand Destruction?

(50:05) 5YR Breakeven Inflation

(51:40) Inflation in Europe

(52:58) The Global Dollar Wrecking Ball

(56:06) Final Thoughts


Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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