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(00:00) Introduction
(00:20) The Recession That Didn't Show Up
(11:35) How Big Is The Tightening of Credit Availability?
(20:15) Is Quantitive Easing (QE) "Money Printing"? Jack & Alf Debate
(29:45) Money Printing Type #1: Fiscal Deficits
(38:47) Money Printing Type #2: Bank Lending
(46:53) Money Printing Type #3: Non-Bank Lending
(49:20) Can "Liquidity" Explain Market Returns? Alf Says No!
(01:00:43) Why Haven't Bonds Performed As Inflation Has Fallen?
(01:06:34) When Recession?
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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.