Forward Guidance

Tariffs Are Reversing U.S Dollar Capital Flows | Bob Elliott

Inflation Expectations Are Already Unanchored | Weekly Roundup

The System Is Too Levered To Take Real Pain | Arthur Hayes

US Assets Are Dead Money Without A Policy Shift | Weekly Roundup

Why Systematic Macro Outperforms Discretionary | Market Radar

BOTTOM IS IN, Says Trader Who Predicted The Crash | Mel Mattison

The Biggest Market Crash Since 2020, What Next?

The Trump Put Is In The Bond Market | Weekly Roundup

Trump Is “Kitchen Sinking” The US Economy | Darius Dale

This Is What Capitulation Feels Like | Weekly Roundup

Liquidity Is Breaking And The Economy Is Next | Michael Howell

This episode explores the current state of bank reserves and liquidity in the US financial system, focusing on the implications for markets and the broader economy. Against the backdrop of quantitative tightening (QT) and a recent period of unconventional monetary policy interventions, the discussion centers on the po...

Why Institutions Are Betting On Tokenization | LIVE Panel From DAS

The Death Of American Exceptionalism? | Le Shrub

The Secret To Maintaining Dollar Dominance | Joseph Wang & Austin Campbell LIVE @ DAS

How To Position For 2025 | Jonah Van Bourg & Avi Felman LIVE from DAS

The Fed & Treasury Aren’t Backing Down | Weekly Roundup LIVE @ DAS

The U.S. Debt Crisis: Why Growth Is the Only Solution | Mohamed El-Erian Pt. 2 LIVE @ DAS

Stablecoins Are The Next Big Buyer Of US Debt | Matt Hougan LIVE @ DAS

Be Careful Buying The Dip Here | Weekly Roundup

The Bottom Is In For Yields, NOT Equities | Vincent Deluard