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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Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest Rate Hikes | Eric Pachman’s Data-Visualizations On Why Inflation & Hiring Are Sticky
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2024-06-17
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Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market
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2024-06-13
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“Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy
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2024-06-12
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Secrets of the Federal Reserve’s Unconventional Monetary Policy | William English, former Director of Division of Monetary Affairs for the Fed Board of Governors, on Quantitative Easing (QE) and Forward Guidance
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2024-06-10
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Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)
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2024-06-06
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The Modular Integration Spectrum | Keone & Zon
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2024-06-05
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Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered
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2024-06-04
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The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup
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2024-06-01
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Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)
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2024-05-31
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Jack Ryan on The Housing Cartel That's Stifling The American Economy
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2024-05-30
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In This Economy? | Kyla Scanlon
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2024-05-30
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James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World
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2024-05-23
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Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes
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2024-05-20
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Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors
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2024-05-16
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Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker
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2024-05-14
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Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case
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2024-05-09
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Andy Constan: The Bond Market Will Take The Stock Market Down With It
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2024-05-06
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Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle
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2024-05-02
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Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024
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2024-05-01
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The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund
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2024-04-30
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