Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025
Macro Hive Conversations With Bilal Hafeez
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From Engineering to Finance: A Journey Through Market Evolution
This chapter explores the speaker's unconventional transition from an engineering background to a successful finance career, including their time at notable firms like Salomon Brothers and Brevin Howard. It reflects on the evolution of trading strategies and market dynamics leading up to and following the 2008 financial crisis, highlighting lessons learned and the changing nature of risks in today's economy. Additionally, the discussion covers the implications of tariffs on the current U.S. economy, the strength of labor markets, and the careful strategies needed to navigate shifting financial landscapes.
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