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Our Founder, Aahan, joined Jack Farley on the show Forward Guidance to have an in-depth discussion about macro and markets. This is essential listening if you’re following along with our macroeconomic process. Timestamps below:
- (00:00) Introduction
- (00:27) Progressing Through A Tightening Cycle
- (07:57) How To Measure Liquidity
- (15:51) A Wave Of U.S Treasury Issuance Is On The Horizon
- (24:09) Is The Fed Behind The Curve?
- (29:10) Inflation
- (38:25) Credit Is Contracting, Just Not Enough… Yet
- (43:17) When To Shift From Short Stocks & Bonds
- (50:44) Private vs Public Sector Liquidity
- (59:41) Prometheus Research
If you’re actively managing risk in markets or simply trying to understand today’s macroeconomic dynamics better- this is a must-listen. Listen to the full discussion below on various platforms:
Much more to come.