This week Joseph Wang joins the show post FOMC to break down how markets are reacting to positive inflation data & Powell's press conference comments. As the U.S continues to run large fiscal deficits, Joseph outlines his thesis for why he expects stocks to continue crushing bonds in 2024 & why markets will actually crash up instead of down. Enjoy!
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Timestamps:
(00:00) Introduction
(01:14) FOMC Meeting Takeaways
(10:30) The U.S Labour Market
(12:56) Mantra Ad
(14:05) Stocks Will Continue To Crush Bonds In 2024
(16:43) Rate Cuts Are Coming... And It's Bullish
(19:51) Gold, Commodities & Bitcoin
(23:45) Crypto's Wealth Effect
(27:55) Is There A Bear Case For Equities?
(30:14) Permissionless Ad
(30:52) Monetary Plumbing & The QT Taper
(34:32) Presidential Elections & Their Impact On Markets
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Disclaimer: Nothing discussed on On The Margin 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.
