Forward Guidance 

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. Jack Farley 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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Title	Date published
The Great Liquidity Debate | Michael Howell & Andy Constan	2023-07-27
Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting	2023-07-26
Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply	2023-07-24
It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley	2023-07-22
Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map”	2023-07-21
OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil	2023-07-18
The Recession Paradox | Alfonso Peccatiello	2023-07-16
The Laws Of Quantitative Investing | Michael Robbins	2023-07-13
The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly	2023-07-11
Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System	2023-07-10
Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains	2023-07-09
The Price of Time | Edward Chancellor & Joseph Wang	2023-07-06
The Little-Known Entity That’s Lent Over $1 Trillion To U.S. Banks (10x The Fed!) | Professor Kathryn Judge on The Federal Home Loan Bank (FHLB) System	2023-07-03
What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"	2023-07-02
Will The Fed Get Their Soft Landing? | Weekly Round Up	2023-07-01
Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth	2023-06-30
The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR	2023-06-26
The Shiny New Derivative That’s Taken Over Wall Street | Kris Sidial on Zero Day To Expiration (0DTE) Options & Tail Risk During A Volatility Bear Market	2023-06-25
Return Of The Bull Market? | On The Margin Round Up	2023-06-24
Michael Howell: "QE Is Coming Back, Big Time"	2023-06-22

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