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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Chris Whalen: “Higher For Longer” Interest Rate Regime Is Bad For Banks
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2024-04-21
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The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market
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2024-04-18
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Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong
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2024-04-15
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The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield”
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2024-04-08
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Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold
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2024-04-04
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The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks
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2024-04-01
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Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”
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2024-03-29
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Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)
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2024-03-28
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Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation
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2024-03-26
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Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank)
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2024-03-18
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Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock
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2024-03-14
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Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle
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2024-03-12
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The Fate Of The Fed's Balance Sheet | Lou Crandall & Joseph Wang on Draining of Reverse Repo (RRP) Facility, Timeline of QT Taper, and 2024 Tax Refund Data
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2024-03-08
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The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed
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2024-03-07
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Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929
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2024-03-04
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Remi Tetot on AI, Crypto, and Uranium
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2024-03-03
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Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing
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2024-02-29
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Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness
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2024-02-27
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Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China
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2024-02-26
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Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank
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2024-02-23
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