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
Inflation Is Popping The Biggest Asset Bubble Of All Time | Michael Kao	2022-06-06
Fed Hawkishness Is A “Charade” - If Powell Doesn’t Pivot, Prepare For A Depression | Larry McDonald	2022-06-02
Energy Stocks Remain Undervalued, Says World’s Best Performing Hedge Fund Manager | Josh Young	2022-05-30
Europe and China: Already In Recession | Paul Hodges	2022-05-26
Central Banks Are Scrambling To Contain An Inflationary Wage Price Spiral | Nick Glinsman & Joseph Wang	2022-05-25
The Fed's $3 Trillion Problem | Maroon Macro & Joseph Wang	2022-05-24
Can Gold Withstand the Liquidity Drain? | Sean Fielder	2022-05-19
Why Fed Chair Powell is NOT Coming To Rescue Stocks | Alfonso Peccatiello	2022-05-16
The “Everything Risk” Is Here | Ed Harrison	2022-05-12
It’s “Game Over” For The Everything Bubble, Says George Noble, Peter Lynch’s Protégé	2022-05-09
The Food & Energy Crisis Has Only Just Begun | Doomberg	2022-05-05
Fed Chair Powell Says Goodbye To Era Of Easy Money | Jim Bianco & Joseph Wang	2022-05-05
A Dilemma Of The Fed’s Own Making | Danielle DiMartino Booth & Joseph Wang	2022-05-02
Why The Repo Market Will Need The Fed’s Cash Yet Again | Scott Skyrm & Joseph Wang	2022-04-29
The “Short Everything” Trade | Teddy Vallee	2022-04-28
Can Europe's Economy Handle Russian Sanctions? | Frances Coppola	2022-04-25
Expect a 30% Correction in Stocks, Says Godfather Of Global Liquidity | Michael Howell	2022-04-21
Commercial Banks Taper Treasury Purchases | Joseph Wang & DC Analyst	2022-04-20
Think Rising Rates Are Good For Banks? Think Again!	2022-04-18
Slaying the Inflation Dragon | Jurrien Timmer	2022-04-14

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