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.
| Title
|
Date published
|
|
|
|
The Recession Paradox | Alfonso Peccatiello
|
2023-07-16
|
|
|
|
The Laws Of Quantitative Investing | Michael Robbins
|
2023-07-13
|
|
|
|
The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly
|
2023-07-11
|
|
|
|
Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System
|
2023-07-10
|
|
|
|
Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains
|
2023-07-09
|
|
|
|
The Price of Time | Edward Chancellor & Joseph Wang
|
2023-07-06
|
|
|
|
The Little-Known Entity That’s Lent Over $1 Trillion To U.S. Banks (10x The Fed!) | Professor Kathryn Judge on The Federal Home Loan Bank (FHLB) System
|
2023-07-03
|
|
|
|
What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"
|
2023-07-02
|
|
|
|
Will The Fed Get Their Soft Landing? | Weekly Round Up
|
2023-07-01
|
|
|
|
Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth
|
2023-06-30
|
|
|
|
The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR
|
2023-06-26
|
|
|
|
The Shiny New Derivative That’s Taken Over Wall Street | Kris Sidial on Zero Day To Expiration (0DTE) Options & Tail Risk During A Volatility Bear Market
|
2023-06-25
|
|
|
|
Return Of The Bull Market? | On The Margin Round Up
|
2023-06-24
|
|
|
|
Michael Howell: "QE Is Coming Back, Big Time"
|
2023-06-22
|
|
|
|
SPACs Are Bonds, Actually | Louis Camhi
|
2023-06-19
|
|
|
|
Jay Powell’s Plan To Kill The “Fed Put” | Danielle DiMartino Booth
|
2023-06-15
|
|
|
|
Did The Fed Just Back Down? | Joseph Wang & Michael Ippolito
|
2023-06-14
|
|
|
|
Higher For Longer | Robert Kaplan, Former Dallas Fed President & CEO
|
2023-06-12
|
|
|
|
The Holy Grail of Macro Investing | Eric Crittenden
|
2023-06-12
|
|
|
|
The Music Is About To Stop: John Toohig & Randy Woodward on Bank Lending, Deflation, and Secondary Loan Liquidity
|
2023-06-09
|
|
|
