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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The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed
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2024-03-07
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Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929
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2024-03-04
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Remi Tetot on AI, Crypto, and Uranium
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2024-03-03
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Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing
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2024-02-29
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Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness
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2024-02-27
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Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China
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2024-02-26
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Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank
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2024-02-23
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Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility
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2024-02-22
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Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts
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2024-02-21
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Secrets of Small Cap Value Investing | Kyle Mowery
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2024-02-19
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The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba
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2024-02-16
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Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)
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2024-02-13
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Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank
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2024-02-13
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China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever
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2024-02-09
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Citrini: The Next Phase of The Stock Market's AI-Obsession
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2024-02-07
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Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities
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2024-02-05
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Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley
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2024-02-01
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U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey
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2024-01-29
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Chris Whalen: Commercial Real Estate "Trainwreck” Will Hit Banking System, Consumer Credit Is Normalizing, and Interest Rate Cuts Won’t Do Much To Help Banks
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2024-01-26
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David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba
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2024-01-25
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