Podcast: Forward Guidance

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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.

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Subscribe to the Observatory

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