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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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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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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