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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Danielle DiMartino Booth: Jay Powell Just “Went Way Off Script” At September Fed Meeting
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2023-09-20
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SEC Commissioner Hester Peirce on Regulation In Crypto, SPACs, and Money Market Funds
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2023-09-20
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Jim Bianco, Mark Yusko, & Jurrien Timmer on Real Interest Rates, Banking System, and Crypto (Panel at Permissionless 2023)
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2023-09-18
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Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview)
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2023-09-17
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Jim Bianco: No Recession, No Landing
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2023-09-15
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Andrew Beer: Hedge Funds Charge Way, Way Too Much
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2023-09-14
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Eric Basmajian: Why The U.S. Economy Hasn’t Entered Recession Yet (And Why He Is Confident It Will Soon)
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2023-09-12
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Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast)
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2023-09-12
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Milton Berg: The Stock Market Is In Trouble
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2023-09-08
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Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro
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2023-09-06
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"Credit Shock" In Commercial Real Estate | John Toohig, Victor Calanog, and Thomas LaSalvia
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2023-09-05
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David Rosenberg: A Recession Is Coming In The Next 6 Months
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2023-08-31
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Vincent Deluard: The “Magic Money” That Prevented Recession Is About To Disappear
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2023-08-29
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Business Cycle Slowdown Will Intensify Into Recession | Mike Singleton
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2023-08-28
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ESG: The 40 Trillion Dollar Bubble | Mark Neuman
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2023-08-25
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The Next Chapter in Emerging Markets Investing | Marshall Stocker, Co-Head of Emerging Markets, Morgan Stanley
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2023-08-24
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Government Debt Crisis Has Hit U.S. Banks | Bill Isaac, Former FDIC Chair
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2023-08-22
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The Banking System's Guardian Angel You've Never Heard Of | Michael Ericson & Dan Siciliano on Federal Home Loan Banks
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2023-08-18
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Ivy Zelman: Housing Market Downturn Isn't Over
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2023-08-15
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Fitch's U.S Debt Downgrade Was Justified | Danielle DiMartino Booth
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2023-08-13
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