On todays episode, Aahan Menon Founder of Prometheus Research joins the show for a discussion on his current macro outlook looking at the economy, growth, markets & liquidity.\n\nWith a wave of U.S Treasury issuance on the horizon, Aahan explains why he now sees a perfect opportunity to be short stocks & bonds and he expects further headwinds for assets in this environment. To hear Aahan explain why, and much more, you'll have to tune in!\n--\nFollow Prometheus Research on Twitter: https://twitter.com/prometheusmacro\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\n--\nUse code GUIDANCE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\n\nResearch, news, data, governance and models \u2013 now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/\n--\nGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw\n\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--\nTimecodes:\n(00:00) Introduction\n(00:27) Progressing Through A Tightening Cycle\n(07:57) How To Measure Liquidity\n(15:51) A Wave Of U.S Treasury Issuance Is On The Horizon\n(24:09) Is The Fed Behind The Curve?\n(29:10) Inflation\n(38:25) Credit Is Contracting, Just Not Enough... Yet\n(43:17) When To Shift From Short Stocks & Bonds\n(50:44) Private vs Public Sector Liquidity\n(59:41) Prometheus Research\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.