In today's episode of Forward Guidance, class is back in session with Imran Lakha as the attending professor. Going through the basics of options, Lakha turns his attentions not only to the absolute fundamentals, but to the whys and hows of options, explaining their use, what can affect them, and when and where they should not be used. Not only is this a perfunctory lesson in options but a deeper dive into their function into the economic world for beginners and masters alike of the macro trade. Lakha on Twitter: @options_insight Farley on Twitter: @JackFarley96 Blockworks on Twitter: @Blockworks_ Timestamps 00:00 Introduction 00:50 Why Use Options? 13:24 Fundamentals of Options: Calls, Puts, and Payouts 18:50 What Affects The Price Of Options? 20:45 Straddles and Strangles 22:30 Collars ("Risk Reversals") 24:30 The Greeks 30:14 Protective Put vs. Put Spread 39:50 Macro 49:32 Commodities 1:00:25 Fed Meeting 1:07:48 Inappropriate Uses Of Options ... https://www.youtube.com/watch?v=A8brNPoLN5Y

In this episode of Empire's Weekly Roundup, Jason and Santiago bring enthusiasm and cheer to end a spectacular year and make some predictions about the new one! Sending off 2021 with a review of their past speculation, Jason and Santiago take turns explaining their own personal predictions and discussing their agreements, disagreements, or confusion thereafter! Want to hear what crypto predictions they have concerning DAOs, DEXs, NFTs and more? Then tune in and bring in the new year with Empire's hosts! Electric Capital Developer Report: https://medium.com/electric-capital/electric-capital-developer-report-2020-9417165c6444 -- Timestamps: 00:00 Introduction 02:50 2021 Crypto Review - Hits, Misses, and More 11:27 2022 Predictions-- L1s Continued Rise 16:47 Total Market Cap of ETH Competitors Surpasses ETH 18:00 Crypto gaming sweeps the space 24:58 Ethereum Merges 30:44 Resurgence of DeFi and 1 trillion in stablecoins circulating 35:35 Web 2.0, Crypto Treasury, and Inflation 46:14 Financialization of NFTs, prices explode 54:13 Bridging advances, multichannel space holds everything 56:32 Predictions will make Bitcoin maxis open to other assets 57:40 DAO infrastructure and tooling improve 1L00:44 Crypto company makes $5 billion acquisition of financial services -- Empire's Weekly Roundup is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/ Follow me and Santiago on Twitter, @JasonYanowitz and @santiagoroel; let us know what you thought of the show! Subscribe to the podcast on Spotify: https://open.spotify.com/show/4UTePv1CR3APdKOiosR3Iq?si=41bc452345b649f9 Subscribe to the podcast on Apple: https://apple.co/3srZf7M ... https://www.youtube.com/watch?v=XNLej_bBin0

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 despite inflation and economic uncertainty, and argues that the outperformance of cyclical stocks over defensive stocks is an indicator that the bull market in stocks has legs. Filmed on January 26, 2023. Follow Mill Street Research on Twitter: https://twitter.com/MillStResearch 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_ Use code GUIDANCE10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 __ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos __ 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. __ Timestamps: 00:00 Intro 00:35 Outlook for 2023 06:00 Cyclical Stocks Are Outperforming Defensive Stocks 11:37 Stocks vs. Bonds Valuations 17:17 Earnings Growth Outlook for S&P 500 Stocks 20:46 Incentives of Sell-Side Analysts 28:35 Earnings Revisions By Sector 31:30 Permissionless Plug 32:33 China, Gold Miners, and Airlines 37:06 European Stocks 43:35 What Is Sam Most Bearish On? 45:53 The Fed 55:40 Inverted Yield Curve ... https://www.youtube.com/watch?v=A7m65-H3FsQ

On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Frances Donald Global Chief Economist & Strategist at Manulife Investment Management. Walking through the most important macro factor right now, inflation, Frances shares how every central bankers worst nightmare is manifesting itself in markets. Sharing her outlook on inflation and the bond market, Frances sees a scenario where the flattening yield curve will lead to another inversion across 2's 10's & 5's 30's. Could a new regime of secular stagflation be upon us? Frances then shares her actionable trade idea, but to hear that, you'll have to tune in! -- Follow Frances: https://twitter.com/francesdonald Follow Andreas: https://twitter.com/AndreasSteno Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Stenos Signals: https://andreassteno.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Fed Likely to Consider 0.75-Percentage-Point Rate Rise This Week: https://www.wsj.com/articles/bad-inflation-reports-raise-odds-of-surprise-0-75-percentage-point-rate-rise-this-week-11655147927 ECB to design new bond-buying plan to tackle market turmoil: https://www.ft.com/content/c519e5d5-f4c3-4554-9484-ddca75cf9bf3?sharetype=gift Stop Fooling Around, J-Pow: https://themacrocompass.substack.com/p/bad-cop-good-cop#details -- Timestamps: 00:00 Introduction 00:59 Top Stories Of The Week 07:41 Take Of The Week 14:33 Feature Interview With Frances Donald 16:03 FOMC Meeting 22:38 Inflation 27:21 The Neutral Rate 30:55 The Yield Curve 35:59 Frances' Actionable Trade Idea 39:27 Quantitative Tightening 42:42 Post Interview: Final Thoughts -- Disclaimer: Nothing discussed on The Macro Trading Floor 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. ... https://www.youtube.com/watch?v=vP6-0V-Hfa4