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Jack Farley | Blockworks
Forward Guidance
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. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.
“Excellent format with the focus kept on the core content and analysis from top quality interview guests. Few unnecessary frills, all “meat and potatoes” so to speak.”
FutureMusic3000 via Apple Podcasts ·
United States of America ·
01/23/24
This week Harris Kupperman returns to the show for a discussion on how he is thinking about markets in 2024. Expecting bonds to continue selling off, will equity markets crumble or continue to melt up as fiscal dominance takes the reigns?
Harris then shares his thoughts on some of the best...
This week Ben Miller Fundrise Co-Founder and CEO joins the show. We begin by discussing the U.S public debt problem as debt to GDP remains elevated over 100%. For the second half of the conversation, we deep dive into the current state of the U.S real estate market focusing primarily on CRE....
Published 04/22/24
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