
Were Economists Wrong? The Economy Is Not Collapsing. Market Rally | Macro Monday
The Wolf Of All Streets
00:00
The Consensus: Why the Fed Matters More Than Ever
I think most risk assets, cryptos and stock markets are going to go down into two H because they went up in one H. Bottom line, that's it. But the thing is, think of the iterations. If we're sitting here in December and say the NASDAQ's down 10%, what's that going to feel like? That's going to be a true recession. And then this is where we just disagree. I completely respect your view that your curve doesn't matter. My view is it matters more than ever. And I think the US matters more never. They have to ask yourself why is virtually every central bank on the planet scrambling to catch up to the Fed? Because
Transcript
Play full episode