Mentioned On
Episode Mentions
Forward Guidance · May 6, 2026
Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan
“Podcast network that produces Forward Guidance; hosts and guests may hold positions in funds or projects discussed on the show.”
Neutral Rate Estimation and Fed ModelsDemographic Shifts and Labor Supply DynamicsPassive Easing and Forward Guidance Transmission
View AnalysisTBPN · Apr 29, 2026
Big Tech Earnings, Red vs. Blue Button, Quantum Computing | Jason Yanowitz, Even Rogers, Maria Spiropulu, Stepan Simkin, Kashish Gupta, Dan Magy, Vlad Tenev, Parag Agrawal & Andrew Reed, Gabriel Stengel
“Raised $192M Series B at $2.75B valuation; largest crypto data company, 20 customers invested in round”
Big Tech Q1 Earnings AnalysisAI CapEx to Revenue ConversionGame Theory and Cooperation (Red/Blue Button)
View Analysis