Forward Guidance
Episodes
The Market Has Already Picked Its Winners for 2026 | Tony Greer
31 Dec 2025
Contributed by Lukas
In this episode, Tony Greer joins the show to break down why the metals trade still feels early, whether oil finally catches a bid in 2026, why AI cou...
Why This Isn’t A Bubble & Early 2026 Looks Like Goldilocks | Warren Pies
24 Dec 2025
Contributed by Lukas
In this episode, Warren Pies of 3Fourteen Research joins the show to discuss why disinflation and Goldilocks conditions persist into early 2026, and w...
Why Today’s Economy Serves Assets, Not Workers | Harris Kupperman
19 Dec 2025
Contributed by Lukas
In this episode, Harris (Kuppy) Kupperman joins Tyler to discuss why markets may look strong, but beneath the surface they’re being run for asset ho...
How To Position In A "Slowdown" Regime | Market Radar
17 Dec 2025
Contributed by Lukas
In this episode, the Market Radar team joins the show to discuss why markets have struggled to trend, how Market Radar’s models navigate slowdowns v...
Fed Embraces "Run It Hot" For Powell's Final Months | Weekly Roundup
11 Dec 2025
Contributed by Lukas
This week, we discuss a pivotal FOMC day, the Fed’s new liquidity injections, shifting market leadership, and why inflation, credit, and social pres...
The Global Economy Runs on Perpetual Stimulus | Keith Dicker
10 Dec 2025
Contributed by Lukas
In this episode, Founder & CIO of IceCap Asset Management and host of The Loonie Hour podcast Keith Dicker breaks down why global markets now depend o...
AI & Central Planning Are Propping Up the Economy | Weekly Roundup
05 Dec 2025
Contributed by Lukas
This week, we discuss why the economy feels strong on paper but fragile underneath, from debt-fueled spending and AI-driven growth to rising concentra...
The Hidden Fractures Behind America’s “Resilient” Economy | Aahan Menon
03 Dec 2025
Contributed by Lukas
In this episode, Aahan Menon of Prometheus Macro digs into why the economy feels strong on the surface but uneasy beneath it, the AI investment boom p...
The AI Economy Is Leaving Labor Behind | Weekly Roundup
27 Nov 2025
Contributed by Lukas
This week, we discuss the Fed’s whiplash on December rate-cut expectations, why markets are being driven more by positioning and volatility than fun...
AI Is Ushering in an Entirely New Economic Paradigm | Jordi Visser
26 Nov 2025
Contributed by Lukas
In this episode, Jordi Visser joins the show to discuss how exponential technologies, shifting demographics, and rising wealth concentration are quiet...
AI’s CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup
20 Nov 2025
Contributed by Lukas
This week, we discuss NVIDIA’s latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Fed’s mixed sig...
Why Cross-Border Flows Matter More Than Rate Cuts | Capital Flows
19 Nov 2025
Contributed by Lukas
In this episode, Capital Flows joins the show to break down how credit growth, falling real rates, and strong cross-border flows fueled the rally from...
Hawkish Fed, Credit Stress & A K-Shaped America | Weekly Roundup
14 Nov 2025
Contributed by Lukas
This week, we discuss markets wobbling as a pointless government shutdown, delayed data releases, and a hawkish Fed collide with rising credit stress,...
LTCM Co-Founder on Risk, Leverage & Simplicity | Victor Haghani
12 Nov 2025
Contributed by Lukas
In this episode, founder of Elm Wealth and co-founder of LTCM Victor Haghani shares lessons from Long-Term Capital Management and contrasts today’s ...
America’s Two-Tier Economy Is Breaking Down | Weekly Roundup
07 Nov 2025
Contributed by Lukas
This week, we discuss America’s decaying two-tier economy, with Main Street stuck in a silent recession, the Fed trapped between fiscal dominance an...
The Next Chapter For Blockworks | Empire
05 Nov 2025
Contributed by Lukas
In this episode from the Empire podcast, we discuss why Blockworks decided to shut down its news room. We then dive into why 2025 marks the start of a...
The Fed's Hawkish Cut & The Financial Hunger Games | Weekly Roundup
31 Oct 2025
Contributed by Lukas
This week, we discuss the Fed meeting, including the end of quantitative tightening and the impact of its balance sheet plans. We also dig into how ma...
Deficits Are Forcing the Fed Back Into Expansion | Lyn Alden
29 Oct 2025
Contributed by Lukas
In this episode, Lyn Alden joins the show to explain how tariffs “slow the train but don’t stop it,” why the Fed’s rate hikes are disconnected...
How Financialization Broke Markets & Hollowed Out America | Weekly Roundup
24 Oct 2025
Contributed by Lukas
This week, joined by Hunter Hopcroft to unpack the era of hyper-financialization and how credit creation, passive investing, and globalization have re...
Institutional Demand for Crypto is Accelerating | Matt Hougan
22 Oct 2025
Contributed by Lukas
In this episode, CIO of Bitwise Matt Hougan joins us live from DAS London to discuss the surging institutional demand for crypto, the accelerating gro...
Global Liquidity Cycle & the Worldwide Rush Into Hard Assets | Weekly Roundup
17 Oct 2025
Contributed by Lukas
This week, we’re joined by Michael Howell of CrossBorder Capital live from DAS London to break down the global liquidity cycle, the hidden recession...
Crypto's Biggest Liquidation, DAT Strategies, & The Purification Trade | Jeff Park
15 Oct 2025
Contributed by Lukas
In this episode, CIO of ProCap Jeff Park unpacks the recent crypto market meltdown, the dangers of over-leveraging in perpetual futures, and why Bitco...
The Ingredients Are in Place for a Blow-Off Top | Weekly Roundup
10 Oct 2025
Contributed by Lukas
This week, we discuss the government shutdown and market melt-up, Paul Tudor Jones’ blow off bull market call, an update to the gold trade, the AI C...
The Recession Has Already Started | George Robertson
08 Oct 2025
Contributed by Lukas
In this episode, George Robertson returns to break down why he’s turned bearish. He explains why he thinks massive fiscal tightening from tariffs an...
This Bull Market Has Legs | Weekly Roundup
03 Oct 2025
Contributed by Lukas
This week, we dig into the government shutdown, weakening labor markets, AI’s role in productivity, Michael Howell’s demographic analysis, and how...
Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenburg
01 Oct 2025
Contributed by Lukas
Live from the Origin Summit, hosted by Story and Blockworks, Morgan Stanley’s Head of Emerging Markets Equity Amy Oldenburg explains how her journey...
Economic Reacceleration or Growth Scare? | Weekly Roundup
26 Sep 2025
Contributed by Lukas
This week, we discuss the biggest risks to the economy, whether Mag7 is a bubble, surprisingly strong consumer data, the increasingly noisy housing an...
Inevitable Money Printing Will Drive A “Debt Doom Loop” | Arthur Hayes
24 Sep 2025
Contributed by Lukas
Live from the Origin Summit, hosted by Story and Blockworks, Co-Founder of BitMEX & CIO of Maelstrom Arthur Hayes shares his macro view on the erosion...
Winners & Losers After The Fed’s Dovish Pivot | Weekly Roundup
19 Sep 2025
Contributed by Lukas
This week, we discuss the Fed rate cut and dovish pivot, exacerbating the K-shaped economy, why the dollar could be bottoming, and why gold helps Quin...
Energy & Trade Wars Are Rewriting the World Order | Helen Thompson
17 Sep 2025
Contributed by Lukas
In this episode, Professor of Political Economy at Cambridge Helen Thompson joins the show to discuss how Trump’s trade war, China’s energy and ra...
The Data Is Screaming Two-Speed Economy | Weekly Roundup
12 Sep 2025
Contributed by Lukas
This week, Quinn and Tyler cover lighter-than-expected PPI data, the Fed’s shifting focus from inflation to labor, deep labor-market revisions showi...
Former Barclays CEO’s Big Bet on Hyperliquid’s Explosive Growth | Bob Diamond & David Schamis
10 Sep 2025
Contributed by Lukas
In this episode, Founders of Atlas Merchant Capital Bob Diamond and David Schamis discuss their journey from traditional finance to digital assets. Th...
The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup
05 Sep 2025
Contributed by Lukas
This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed wil...
Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk
03 Sep 2025
Contributed by Lukas
In this episode, Ben Kizemchuk joins the show to discuss his “Four Fs” macro framework – Fiscal Dominance, Financial Repression, Fiat Currency, ...
The Post-Summer Market Rotation is Here | Weekly Roundup
29 Aug 2025
Contributed by Lukas
This week, we break down the seasonal market pivot around Labor Day, how systematic strategies dominate price action, and why inflation and economic r...
Trump’s Tariffs Could Stall Growth Before 2026 Surge | Alfonso Peccatiello
27 Aug 2025
Contributed by Lukas
In this episode, founder of The Macro Compass Alfonso Peccatiello breaks down the clash between Trump’s political influence on the Fed, the reality ...
Will Powell’s Jackson Hole Speech Break Markets? | Weekly Roundup
21 Aug 2025
Contributed by Lukas
This week, we break down the upcoming Jackson Hole Symposium and whether we can expect a dovish or hawkish tilt from Powell’s legacy speech. We also...
Crypto Credit Markets Will Rewrite Risk Management | David Grider
20 Aug 2025
Contributed by Lukas
In this episode, David Grider of Finality Capital shares how he runs a digital asset hedge fund, the rise of digital asset treasury companies, and the...
Markets Are Underestimating the Risk of a 10–15% Correction | Weekly Roundup
15 Aug 2025
Contributed by Lukas
This week, Brent Johnson joins us to break down the latest CPI & PPI data, the potential for September rate cuts, and why he thinks we’re ripe for a...
Should We Be Worried About Jobs Report Revisions? | Guy Berger
13 Aug 2025
Contributed by Lukas
In this episode, labor market economist Guy Berger breaks down how jobs data is collected, why revisions happen, and how to interpret them in context....
The Financial Repression Endgame | Weekly Roundup
08 Aug 2025
Contributed by Lukas
This week, we discuss the wild shifts in September rate cut odds, President Trump's recent nomination of Stephen Miran to the Federal Reserve Board, a...
Markets Haven’t Priced In The End of Fiscal Tailwinds | Andy Constan
06 Aug 2025
Contributed by Lukas
In this episode, Founder & CIO of Damped Spring Andy Constan breaks down the three major macro levers shaping markets right now: a cautious Fed at a l...
Will Market Euphoria Cool Off In August? | Weekly Round-Up
01 Aug 2025
Contributed by Lukas
In this episode, we explore what’s next for markets after a week packed with major economic data. We break down the recent surge in market euphoria,...
Breaking Down The FOMC Meeting with Joseph Wang, Brent Donnelly & Bob Elliot
30 Jul 2025
Contributed by Lukas
In this LIVE FOMC meeting reaction, we’re bringing together three of the sharpest minds in macro – Joseph Wang, Brent Donnelly, and Bob Elliott –...
The Fed Is Fueling A New Inflation Wave | Danny Dayan
30 Jul 2025
Contributed by Lukas
In this episode, Danny Dayan breaks down his framework for analyzing financial conditions and their real-time impact on growth and inflation. He expla...
Welcome to Peak Monetary Policy Theater | Weekly Roundup
26 Jul 2025
Contributed by Lukas
This week, Felix and Quinn unpack the Fed independence drama following Trump’s visit to Powell, explore the long-term implications of politicizing m...
Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig
25 Jul 2025
Contributed by Lukas
In this episode, PhD Economist Jens Nordvig breaks down the evolving macro environment marked by waning Fed independence, shifting capital flows, and ...
The Great Ponzi-fication Of Markets | Weekly Roundup
18 Jul 2025
Contributed by Lukas
This week, Le Shrub joins the show to lay out his barbell portfolio strategy and "GAG" (Golden Age of Grift) thesis. We discuss fiscal dominance, bond...
We’re Entering The Final Phase Of Fiscal Dominance | David Beckworth
16 Jul 2025
Contributed by Lukas
In this episode, Senior Research Fellow at Mercatus Center and host of Macro Musings David Beckworth breaks down the rising risks of fiscal dominance—...
The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel
09 Jul 2025
Contributed by Lukas
In this episode, Raoul Pal and Julien Bittel explain their “Everything Code” framework showing how global debt cycles, demographics, and liquidity...
Unpacking The Crypto Treasury Meta
04 Jul 2025
Contributed by Lukas
In this live panel from Permissionless IV, we unpack the rapid rise of token acquisition vehicles like MicroStrategy and Defi Dev Corp. We explore why...
All Roads Lead To Debasement | Weekly Roundup
04 Jul 2025
Contributed by Lukas
This week, we dive into the latest jobs and unemployment data surprises, the hidden role of immigration in labor force changes, and why both political...
Bringing The Long Tail Of Markets Onchain
02 Jul 2025
Contributed by Lukas
In this panel live from Permissionless IV, we discuss what TradFi can learn from crypto, from instant settlement and transparent markets to permission...
The Stablecoin Future, Macro Moves & Big Tech Embracing Crypto | Permissionless IV Recap
30 Jun 2025
Contributed by Lukas
In this special bonus episode, we dive into the takeaways from Permissionless IV, unpacking the biggest industry narratives and themes shaping crypto ...
The Fed’s New Mandate Is Financing The Deficit | Weekly Roundup
27 Jun 2025
Contributed by Lukas
In this live Forward Guidance Roundup, we discuss geopolitics and the “peace dividend” theory from Pippa Malmgren, potential Fed regime shifts tow...
DeFi Lending Will Eat Wall Street By 2030 | Sidney Powell
25 Jun 2025
Contributed by Lukas
In this special episode recorded live at Permissionless IV, Maple Finance CEO Sid Powell unpacks the rise, fall, and rebuild of crypto lending. He dis...
The Fed Is Still Choosing to Be “Late” On Rate Cuts | Weekly Roundup
20 Jun 2025
Contributed by Lukas
In this live Roundup episode from the Monetarium 2 conference in DC, we unpack the Fed's hawkish pivot, the growing risk of stagflation, and Powell’...
Empire | Introducing the Token Transparency Framework
18 Jun 2025
Contributed by Lukas
In this special episode from the Empire podcast, Blockworks unveils its new Token Transparency framework—an initiative designed to close the informa...
Market Infrastructure Is Being Rebuilt on Blockchain | Vishal Gupta
18 Jun 2025
Contributed by Lukas
In this episode of Forward Guidance, Vishal Gupta—former head of USDC at Circle and Coinbase Exchange—joins to discuss his journey from Goldman Sa...
The Unwinding Of The Global U.S Dollar Trade | Weekly Roundup
14 Jun 2025
Contributed by Lukas
This week, we're back with another weekly roundup to discuss the unwinding of the U.S Dollar & it's impact on markets. We deep dive into this weeks ec...
Former Fed Official & Stablecoin Expert On The Future Of Money | Robert Bench
11 Jun 2025
Contributed by Lukas
In this episode, Robert Bench – former Fed official, USDC co-creator, and now founder of Radius – joins to unpack the real story behind Project Ha...
The Trump–Elon Fallout Proves Nothing Stops The Spending Train | Weekly Roundup
06 Jun 2025
Contributed by Lukas
This week, Felix and Tyler unpack the unraveling Trump–Elon alliance as a microcosm of fiscal denial, explore the slow death of austerity, and discu...
The New Regime People Don’t Want To Accept | Jim Bianco
04 Jun 2025
Contributed by Lukas
In this episode, Jim Bianco Jim Bianco returns to break down why the post-COVID economy has completely broken old models, how soft data continues to m...
Trump’s Tariff War Gets Sidelined By The Courts | Weekly Roundup
30 May 2025
Contributed by Lukas
This week, we discuss the federal court injunction against Trump’s tariffs and whether this marks a true policy shift or just legal theater. The cre...
The US Economy Is About To Take Off And Bring Stocks With It | David Cervantes
28 May 2025
Contributed by Lukas
In this episode, David Cervantes from Pinebrook Capital breaks down 2025’s shifting macro landscape, covering fiscal stimulus, inflation, Fed policy...
America’s Debt Spiral Is Accelerating | Weekly Roundup
23 May 2025
Contributed by Lukas
This week, we discuss the U.S. fiscal pivot, soaring deficits, and what it means for bond markets, Bitcoin, and global capital flows. We also debate w...
America Is Risking A Liz Truss Moment | Kevin Muir
21 May 2025
Contributed by Lukas
In this episode, author of the MacroTourist newsletter Kevin Muir joins the show to unpack why fiscal dominance is the defining force in today’s mar...
The Fiscal Spiral Has No Off Switch | Weekly Roundup
17 May 2025
Contributed by Lukas
This week, the trio is back! We discuss the Trump-China tariff deal, Tyler’s structural framework driven by political utility markets, the tax bill,...
The Next Big Trade Is Hiding In Plain Sight | Citrini
16 May 2025
Contributed by Lukas
In this episode, James of Citrini Research returns to unpack his framework for understanding Trump-era macro policy, highlighting why the trade war pa...
China Trade Deal Doesn't Change Where We're Headed | Luke Gromen
14 May 2025
Contributed by Lukas
In this episode, Luke Gromen joins the show to discuss the trade agreement with China, why the U.S. can’t afford real interest rates, and how the bo...
The Fed's Strategy Is To Be Late | Weekly Roundup
09 May 2025
Contributed by Lukas
This week, we discuss our FOMC takeaways, Bessent making progress on a China trade deal, and how we’re thinking about the yield curve. We also delve...
Supply Chain Expert Breaks Down The Fallout From Trump’s Trade War | Craig Fuller
08 May 2025
Contributed by Lukas
In this episode, Craig Fuller joins the show to discuss how tariffs and Trump’s trade war are impacting shipping and supply chains. We dig into the ...
The Die Is Cast For A 2025 Recession | Neil Dutta
07 May 2025
Contributed by Lukas
In this episode, Neil Dutta from Renaissance Macro joins the show to discuss why he didn’t call for a recession in previous years but IS calling for...
The Strong Data Is A Mirage | Weekly Roundup
02 May 2025
Contributed by Lukas
This week, we discuss the strong jobs report and why next month is the time to look for weakness, the tariff strategy and how it’s bleeding into eco...
Tariffs Are Reversing U.S Dollar Capital Flows | Bob Elliott
30 Apr 2025
Contributed by Lukas
In this episode, Bob Elliott joins the show to discuss the reversal of U.S Dollar capital flows after the announcement of Trump's tariffs. We deep div...
Inflation Expectations Are Already Unanchored | Weekly Roundup
25 Apr 2025
Contributed by Lukas
This week, Danny Dayan joins the show to discuss his “Doom Loop” of factors weakening the dollar and increasing inflation, why inflation expectati...
The System Is Too Levered To Take Real Pain | Arthur Hayes
23 Apr 2025
Contributed by Lukas
In this episode, Arthur Hayes joins the show to discuss Trump’s slew of concessions sending markets higher, the evolving US-China strategy, and Bitc...
US Assets Are Dead Money Without A Policy Shift | Weekly Roundup
18 Apr 2025
Contributed by Lukas
This week, we discuss Powell’s hawkish speech, how to think about trading tariffs and the weaponization of the US account deficit, and whether we sh...
Why Systematic Macro Outperforms Discretionary | Market Radar
17 Apr 2025
Contributed by Lukas
In this episode, Arty & Gamma from the Market Radar team join the show to discuss their macro models and the importance of systematic trading, how the...
BOTTOM IS IN, Says Trader Who Predicted The Crash | Mel Mattison
16 Apr 2025
Contributed by Lukas
In this episode, Mel Mattison joins the show to discuss why he thinks we’re on the cusp of another inflationary bubble, the danger of growing entitl...
The Biggest Market Crash Since 2020, What Next?
14 Apr 2025
Contributed by Lukas
This week, we join the Empire podcast to discuss where markets go next from here. After the market sold off in reaction to the Trump tariffs, we deep ...
The Trump Put Is In The Bond Market | Weekly Roundup
11 Apr 2025
Contributed by Lukas
This week, we discuss how we managed this insane week in markets, China and the evolving tariff strategy, and what’s going on with the bond market. ...
Trump Is “Kitchen Sinking” The US Economy | Darius Dale
09 Apr 2025
Contributed by Lukas
In this episode, Darius Dale of 42Macro joins the show to discuss Trump transitioning the US economy to a new paradigm, the potential for a recession ...
This Is What Capitulation Feels Like | Weekly Roundup
04 Apr 2025
Contributed by Lukas
This week, Tony Greer and Jared Dillian from Macro Dirt join the roundup to discuss the fallout of Trump’s tariffs, what markets we’re eyeing duri...
Liquidity Is Breaking And The Economy Is Next | Michael Howell
02 Apr 2025
Contributed by Lukas
In this episode, Michael Howell joins the show to discuss the Fed & Treasury’s hidden stimulus tapering off, why we need more liquidity in the finan...
Why Institutions Are Betting On Tokenization | LIVE Panel From DAS
28 Mar 2025
Contributed by Lukas
In this episode, James Seyffart, Jeff Park, Robert Leshner, Ambre Soubrian, and John Mullin sit down at DAS to discuss tokenizing real world assets, h...
The Death Of American Exceptionalism? | Le Shrub
26 Mar 2025
Contributed by Lukas
In this episode, Le Shrub joins the show to discuss the end of American exceptionalism, overexposure to Mag7 and the US dollar, and European allocator...
The Secret To Maintaining Dollar Dominance | Joseph Wang & Austin Campbell LIVE @ DAS
25 Mar 2025
Contributed by Lukas
In this episode, Joseph Wang and Austin Campbell join the show to discuss their overview of macro after the latest FOMC meeting, the EM-ification of t...
How To Position For 2025 | Jonah Van Bourg & Avi Felman LIVE from DAS
24 Mar 2025
Contributed by Lukas
In this episode, Jonah and Avi from 1000x join the show to discuss Bitcoin vs altcoin inflows, the Trump impact on markets, and the bull case for Bitc...
The Fed & Treasury Aren’t Backing Down | Weekly Roundup LIVE @ DAS
21 Mar 2025
Contributed by Lukas
This week, we discuss takeaways from the FOMC meeting and SEP, the balance of Treasury and fiscal policy, and how a strategic Bitcoin reserve and stab...
The U.S. Debt Crisis: Why Growth Is the Only Solution | Mohamed El-Erian Pt. 2 LIVE @ DAS
20 Mar 2025
Contributed by Lukas
In this episode, Mohamed El-Erian joins the show to discuss his Fed & QT expectations, his outlook for inflation, and the four ways the government can...
Stablecoins Are The Next Big Buyer Of US Debt | Matt Hougan LIVE @ DAS
19 Mar 2025
Contributed by Lukas
In this episode, Matt Hougan joins the show to discuss his bullish 2025 outlook for Bitcoin, why the US government needs stablecoins, and what’s nex...
Be Careful Buying The Dip Here | Weekly Roundup
14 Mar 2025
Contributed by Lukas
This week, we discuss the latest inflation data, the reversal of US exceptionalism, and Trump’s bold tariff bet potentially backfiring. We also delv...
The Bottom Is In For Yields, NOT Equities | Vincent Deluard
12 Mar 2025
Contributed by Lukas
In this episode, Vincent Deluard joins the show to discuss his on-the-money inflation calls and future outlook, the consequences of Trump’s tariff f...
Bearish Sentiment Is Overblown | Weekly Roundup
08 Mar 2025
Contributed by Lukas
This week, we discuss the Trump trade shakeout, whether fear and volatility are presenting great buying opportunities, and the bond market after Febru...
The US is Risking Stagflation | Mohamed El-Erian
07 Mar 2025
Contributed by Lukas
In this episode, Mohamed El-Erian joins the show to discuss the February jobs report, tariffs & imports front-running, and the inflation outlook, incl...
The Market Is OVERREACTING to Policy Uncertainty | Jeff deGraaf
05 Mar 2025
Contributed by Lukas
In this episode, Jeff deGraaf joins the show to discuss the current market regime and why he thinks a recession is unlikely, how he is thinking about ...
The Market Leads The Economy—And It’s Heading Down | Weekly Roundup
28 Feb 2025
Contributed by Lukas
This week, we discuss why markets lead the economy and a drawdown will trigger a recession, the possibility of stagflation & repercussions of low inte...
The Fed's Balance Sheet Plans Are Kryptonite For Risk Assets | Andy Constan
26 Feb 2025
Contributed by Lukas
In this episode, Andy Constan joins the show to discuss Quantitative Tightening 2.0, why the Fed wants to change its SOMA portfolio, and the connectio...
Unpacking The Fed & Treasury’s Master Plan | Weekly Roundup
21 Feb 2025
Contributed by Lukas
This week, we discuss the big takeaways from the Fed Meeting Minutes, Bessent’s remarks on Treasury issuance and inflation, and the near-term liquid...