The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.
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Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility
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2024-02-22
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Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts
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2024-02-21
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Secrets of Small Cap Value Investing | Kyle Mowery
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2024-02-19
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The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba
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2024-02-16
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Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)
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2024-02-13
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Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank
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2024-02-13
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China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever
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2024-02-09
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Citrini: The Next Phase of The Stock Market's AI-Obsession
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2024-02-07
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Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities
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2024-02-05
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Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley
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2024-02-01
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U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey
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2024-01-29
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Chris Whalen: Commercial Real Estate "Trainwreck” Will Hit Banking System, Consumer Credit Is Normalizing, and Interest Rate Cuts Won’t Do Much To Help Banks
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2024-01-26
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David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba
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2024-01-25
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Neil Dutta: Why There Was No Recession In 2023
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2024-01-22
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Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy
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2024-01-18
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Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor
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2024-01-16
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Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported
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2024-01-16
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Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High
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2024-01-14
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Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening
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2024-01-13
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Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing?
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2024-01-11
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