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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Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and the Boundaries Of Debt-Fueled Economic Growth
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2023-10-20
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John Toohig & Nate Stovall: Bank Loan Market Is “Very Frozen”
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2023-10-18
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Chris Whalen: Banking System On “Knife’s Edge” As Fed “May Destroy The World”
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2023-10-17
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The Future Of Financial Repression | Helen Thompson on Energy, Capital Controls, and the Federal Reserve
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2023-10-16
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Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024
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2023-10-12
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Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes
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2023-10-09
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Lyn Alden: The Monetary Order Is Broken
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2023-10-05
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The Great Bond Bear Steepening | Alfonso Peccatiello
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2023-10-03
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Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent
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2023-09-28
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GameStop, Citadel, And The Fleecing Of Small Investors | Spencer Jakab
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2023-09-26
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Former CFTC Commissioner Brian Quintenz On Crypto Regulation
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2023-09-25
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The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson
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2023-09-23
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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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