This week, Andy Constan Founder of Damped Spring joins the show for a discussion on what the Fed needs to do in their fight against inflation. As CPI prints continue to come in hot, financial conditions remain loose & markets melt-up, will the Fed be able to cut rates in 2024? To hear all this & more, you'll have to tune in!
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(00:00) Introduction
(01:49) Inflation
(06:38) Why Are Financial Conditions Loose?
(14:51) Aura Ad
(16:09) Mantra Ad
(17:15) The Script: The Only Way To Kill Inflation
(20:48) Stock Market Melt-Up
(30:10) Is The Banking System Healthy, Or Not?
(36:32) Looking Ahead To FOMC
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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.
