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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Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact
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2023-11-29
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Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued
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2023-11-24
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The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman
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2023-11-21
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Jason Shapiro: It’s Too Early To Get Long Bonds
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2023-11-16
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George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal Supremacy Will Drive Stocks To “Ponzi Stage”
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2023-11-13
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The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps
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2023-11-10
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Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
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2023-11-09
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The Bond Market Sell-Off Was Duration, Not Credit Risk | Ben Santonelli
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2023-11-06
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Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds
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2023-11-03
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Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)
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2023-11-01
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“We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk
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2023-10-30
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Does Historic Cheapness Of Agency Mortgage-Backed Securities (MBS) Indicate Funding Stress? Dave Goodson, Professor Jeremy Siegel, Jeremy Schwartz, and Jack Farley
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2023-10-29
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Sam Bankman-Fried Testifies At Last | Casey Wagner & Jack Farley On The Trial Of The Century
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2023-10-27
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Duration Remains Unattractive, Says Veteran High Yield Bond Investor
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2023-10-26
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A Deep Dive On China's Financial System | Aidan Garrib
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2023-10-23
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Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and the Boundaries Of Debt-Fueled Economic Growth
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2023-10-20
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John Toohig & Nate Stovall: Bank Loan Market Is “Very Frozen”
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2023-10-18
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Chris Whalen: Banking System On “Knife’s Edge” As Fed “May Destroy The World”
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2023-10-17
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The Future Of Financial Repression | Helen Thompson on Energy, Capital Controls, and the Federal Reserve
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2023-10-16
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Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024
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2023-10-12
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