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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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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Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes
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2023-10-09
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Lyn Alden: The Monetary Order Is Broken
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2023-10-05
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The Great Bond Bear Steepening | Alfonso Peccatiello
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2023-10-03
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Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent
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2023-09-28
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GameStop, Citadel, And The Fleecing Of Small Investors | Spencer Jakab
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2023-09-26
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Former CFTC Commissioner Brian Quintenz On Crypto Regulation
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2023-09-25
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The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson
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2023-09-23
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Danielle DiMartino Booth: Jay Powell Just “Went Way Off Script” At September Fed Meeting
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2023-09-20
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