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?
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