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 Bear Market Has Only Just Begun | Ted Oakley	2022-09-19
The Energy Trade Has Gone Too Far | Jared Dillian	2022-09-15
False Dawn: Why The Rally Is Over | Andy Constan & Joseph Wang	2022-09-13
The Rise of "Legal Fraud" | Bethany McLean	2022-09-12
The Eurodollar Market Is “Dead,” Says Godfather of Financial Derivatives | Dr. Richard Sandor	2022-09-08
The Plumbing Of Global Finance Is Clogged | Joseph Wang & Daniel Neilson	2022-09-05
The Fed Doesn’t Have What It Takes To Fight Inflation | Joseph Wang & Mish Shedlock	2022-09-01
Convertible Bonds: The Everything Asset Class | Paul Latronica	2022-08-29
The Global Shipping Crisis Is Not Over | Sal Mercogliano	2022-08-25
The Fed’s Ticking Time Bomb Is About To Explode | Joseph Wang & Chris Whalen	2022-08-22
Why Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack Farley	2022-08-18
Liquidity Has “Dried Up,” Says $100 Billion Investor | Jeffrey Sherman	2022-08-18
The Fed Is Not In Control Of The Eurodollar System | Hugh Hendry	2022-08-15
Real GDP Lending on Blockchain Could Be A Gamechanger | Bill Wolf	2022-08-11
Real Estate Market Will Stay "Savagely Unhealthy" For A Long Time | Logan Mohtashami	2022-08-09
Pelosi’s Visit To Taiwan Has Angered China | Jacob Shapiro	2022-08-04
Collapsing Liquidity Has Put The Commodity Supercycle on Hold | Tian Yang	2022-08-04
Summer Meltdown In Stocks Unlikely, Says Volatility Expert Noel Smith	2022-08-01
The Most Misunderstood Asset Class Of All Time | Louis Camhi	2022-07-28
There Are No Doves Left At The Federal Reserve | Nick Timiraos	2022-07-27

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