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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Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation
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2024-01-08
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Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades
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2024-01-05
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Dispatches From India | Andrei Stetsenko, Partner at Farley Capital
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2024-01-04
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Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust
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2024-01-02
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The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian
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2023-12-30
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Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans
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2023-12-25
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Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par
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2023-12-21
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Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades
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2023-12-19
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Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans
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2023-12-12
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The Banking System Is Healing | Dan Siciliano & Michael Ericson
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2023-12-11
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Felix Zulauf: The End Of The Liquidity Cycle Approaches
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2023-12-07
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Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies
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2023-12-04
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Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg
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2023-12-01
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Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact
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2023-11-29
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Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued
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2023-11-24
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The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman
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2023-11-21
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Jason Shapiro: It’s Too Early To Get Long Bonds
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2023-11-16
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George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal Supremacy Will Drive Stocks To “Ponzi Stage”
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2023-11-13
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The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps
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2023-11-10
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Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
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2023-11-09
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