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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The Next Big Thing In Capital Markets | David Goone
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2024-06-24
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Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins
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2024-06-20
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Citrini on 2024 Election Portfolio Construction And AI “Mania”
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2024-06-18
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Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest Rate Hikes | Eric Pachman’s Data-Visualizations On Why Inflation & Hiring Are Sticky
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2024-06-17
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Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market
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2024-06-13
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“Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy
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2024-06-12
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Secrets of the Federal Reserve’s Unconventional Monetary Policy | William English, former Director of Division of Monetary Affairs for the Fed Board of Governors, on Quantitative Easing (QE) and Forward Guidance
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2024-06-10
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Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)
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2024-06-06
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The Modular Integration Spectrum | Keone & Zon
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2024-06-05
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Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered
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2024-06-04
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The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup
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2024-06-01
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Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)
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2024-05-31
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Jack Ryan on The Housing Cartel That's Stifling The American Economy
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2024-05-30
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In This Economy? | Kyla Scanlon
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2024-05-30
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James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World
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2024-05-23
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Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes
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2024-05-20
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Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors
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2024-05-16
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Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker
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2024-05-14
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Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case
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2024-05-09
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Andy Constan: The Bond Market Will Take The Stock Market Down With It
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2024-05-06
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