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b'Bilal Hafeez, CEO of Macro Hive, is a veteran of macro analysis and he joins today\\u2019s interview with some truly bold calls. Hafeez argues that a severe recession is coming but the Federal Reserve will continue to hike interest rates to 7 or even 8 percent in order to destroy inflation. Hafeez tells Farley that he thinks private markets (venture capital but in particular private equity) will perform poorly as earnings fall and financing costs rise sharply. Hafeez also shares his outlook on China, Energy, the U.S. Dollar, and crypto.\\n--\\nTo get 40% off on an annual subscription to Macro Hive Prime, go to https://macrohive.com/become-a-member/?add-to-cart=6308 and use promotional code \\u201cJACK.\\u201d Offer ends on January 6th, 2022.\\nMacro Hive Prime membership includes cross market strategy, economic analysis, central bank policy analysis, equity insights and trade ideas, crypto flow frameworks, and academic paper summaries. To get a sense of the quality of Macro Hive\\u2019s analysis, check out Bilal\\u2019s piece on asset allocation: https://macrohive.com/hive-exclusives/asset-allocation-update-cash-wins-2022/\\n--\\nFollow Bilal Hafeez on Twitter https://twitter.com/bilalhafeez123\\nFollow Macro Hive on Twitter https://twitter.com/Macro_Hive\\nFollow Jack Farley on Twitter https://rb.gy/uesguv\\nFollow Forward Guidance on Twitter https://rb.gy/cy0dki\\nFollow Blockworks on Twitter https://rb.gy/igyzsj\\n\\nGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:\\nhttps://rb.gy/5weeyw\\nMarket commentary, charts, degen trade ideas, governance updates, token performance, can\\u2019t-miss-tweets and more. Subscribe to the Blockworks Research \\u201cDaily Debrief\\u201d Newsletter: https://rb.gy/feusos\\n--\\nTimestamps:\\n\\n(00:00) Introduction\\n(00:42) Macro Outlook For 2023\\n(05:32) Severe Recession Incoming\\n(10:20) Complete Implosion" of Private Markets Is Gray Swan For 2023\\n(22:55) Venture Capital Is Already Feeling The Pain\\n(25:38) Other Grey Swans: TikTok & World Peace\\n(31:16) China\\n(38:15) Can China Print Its Way Out Of Its Mess?\\n(42:08) Bond Market Outlook\\n(49:39) Energy\\n(54:21) Is Europe In A Recession?\\n(55:51) How High Will Central Banks Raise Interest Rates?\\n(57:35) Discount To Macro Hive Prime\\n(01:00:24) The U.S. Dollar\\n(01:09:59) Crypto\\n--\\nDisclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.'