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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Title Date published
Peter Stella & Joseph Wang on Debt Death Spirals, Monetarism, and The Fiscal Theory Of The Price Level 2023-04-03
Commercial Real Estate Is In Serious Trouble | Nick Halaris 2023-03-30
Former Central Banker on China, Global Discord, and Financial Stability | Sir Paul Tucker 2023-03-27
The Next Phase Of The Banking Crisis | Joseph Wang & Randy Woodward 2023-03-23
Michael Howell: Can The Fed Keep Raising Rates During A Banking Crisis? | Michael Howell 2023-03-22
Something Systemic Has Happened | Daniel Neilson 2023-03-21
Marc Cohodes: The Stock Market Is Not A Game 2023-03-20
The Banks Didn’t Hedge Enough | Mustafa Chowdhury 2023-03-19
This is NOT 2008 | Harris Kupperman 2023-03-17
Governor Kuroda: The Decade’s Most Consequential Central Banker 2023-03-16
Lyn Alden: Bank Runs And The Financial Repression End Game | Lyn Alden 2023-03-15
Michael Kao: Bank Bailout Allows The Fed To Tighten Even More 2023-03-14
The Bank Bailout Will Create Moral Hazard | Joseph Wang & Stephen Miran 2023-03-13
The Bank Crisis Is "Overblown" | Joseph Wang 2023-03-13
Danielle DiMartino Booth: A Banking Panic Makes The Fed’s Job More Difficult 2023-03-13
“Crazy Things” Are Happening In The Japanese Bond Market | Weston Nakamura 2023-03-11
Chris Whalen: The Fed Is To Blame For The Collapse of Silicon Valley Bank 2023-03-10
Does Powell Mean Business? | David Hay 2023-03-09
The Case For Bonds | Alfonso Peccatiello 2023-03-06
Breaking Down Warren Buffett's 2023 Shareholder Letter | Yun Li 2023-03-04
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