AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Jim Bianco on Fed Chair Powell's Reluctance To Discipline The Bulls (February 2023 FOMC)
Forward Guidance
What's the Biggest Surprise in the Market?
If you break down the S&P and you look at some of the sectors and some of the stocks, this is 2021 all over again. This is not the caterpillars and the GMs and the Proctor and Gamble's powering ahead because we're going to have a soft landing. The higher beta stocks are doing the best. Carvana, as you said, comes to mind the home builders for,. in my opinion, remain very challenging or rallying like crazy even though some of them have cancellations rates above 50%. So 100% Jim, Mike. I'm just saying he was inconsistent today relative to what we seem from him in prior meetings. He's saying such a big reaction
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode