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
Eric Basmajian: Why The U.S. Economy Hasn’t Entered Recession Yet (And Why He Is Confident It Will Soon)	2023-09-12
Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast)	2023-09-12
Milton Berg: The Stock Market Is In Trouble	2023-09-08
Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro	2023-09-06
"Credit Shock" In Commercial Real Estate | John Toohig, Victor Calanog, and Thomas LaSalvia	2023-09-05
David Rosenberg: A Recession Is Coming In The Next 6 Months	2023-08-31
Vincent Deluard: The “Magic Money” That Prevented Recession Is About To Disappear	2023-08-29
Business Cycle Slowdown Will Intensify Into Recession | Mike Singleton	2023-08-28
ESG: The 40 Trillion Dollar Bubble | Mark Neuman	2023-08-25
The Next Chapter in Emerging Markets Investing | Marshall Stocker, Co-Head of Emerging Markets, Morgan Stanley	2023-08-24
Government Debt Crisis Has Hit U.S. Banks | Bill Isaac, Former FDIC Chair	2023-08-22
The Banking System's Guardian Angel You've Never Heard Of | Michael Ericson & Dan Siciliano on Federal Home Loan Banks	2023-08-18
Ivy Zelman: Housing Market Downturn Isn't Over	2023-08-15
Fitch's U.S Debt Downgrade Was Justified | Danielle DiMartino Booth	2023-08-13
Rate Cuts May Not End Fed's Quantitative Tightening | Former Atlanta Fed President Dennis Lockhart	2023-08-12
Inside Camp Kotok | David Kotok on “Disastrous and Debilitating” Effect Of Debt Ceiling on Bond Markets	2023-08-11
Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller	2023-08-11
The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)	2023-08-10
The Sovereign Debt Spiral | James Lavish	2023-08-01
The Great Liquidity Debate | Michael Howell & Andy Constan	2023-07-27

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