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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Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz
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2024-08-27
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Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession
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2024-08-26
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How the Dollar Will Be Gradually Eroded by Emerging Market Currencies | Eric Fine & Natalia Gurushina (VanEck Fireside Chat)
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2024-08-22
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The Strategies & Risks In Quant Trading | Mike Harris
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2024-08-19
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Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market
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2024-08-12
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The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trade, and the Exaggerated Rumors of the Dollar’s Demise
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2024-08-08
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The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol, and How He’s Trading VIX Spike & Stock Market Crash
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2024-08-05
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Mike Green: Passive Stock Market Edifice Put To The Test As Recession A Near Certainty
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2024-08-02
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Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election
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2024-08-01
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Why Credit Conditions Have Actually Eased Over Past Year | Oaktree’s Wayne Dahl on High-Yield Bonds, Leveraged Loans, Private Credit, and the Recession Yet To Arrive
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2024-07-29
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Tommy Thornton: Tech Stocks Are In A Bubble
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2024-07-28
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How U.S. Treasury Is Fighting The Fed | Nouriel Roubini & Stephen Miran on Treasury’s $800 Billion of “Stealth QE” via “Activist Treasury Issuance” (ATI)
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2024-07-23
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Banks Are Cleaning House Of Their Bad Assets | Chris Whalen
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2024-07-22
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China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle
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2024-07-18
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Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle
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2024-07-15
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Airline Revenues Are Soaring. Their Profits Are Not | Planes And Trains Expert Jay Shabat on Depressed Railroad Volumes And Global Air Traffic
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2024-07-11
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Why The Chinese Real Estate Downturn Won’t Sink The Chinese Economy | Ben Harburg
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2024-07-08
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BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans
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2024-07-02
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“Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later
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2024-06-27
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Oil & Crypto Trader Jonah van Bourg: Altcoins Going to Zero, Bitcoin Bull Move Is Just Getting Started, and Oil Vol Is Overpriced
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2024-06-25
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