Can the Fed Pivot Too Late?

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If inflation is coming down faster than expected in the next few months, and the Fed is able to pivot without spurring more inflation, then that could be saved in time. The question is, does the Fed pivot too late? Right. So if inflation comes down fast enough, liquidity improves, et cetera, it's extremely bullish for risk assets a year forward. But can the economy survive without going into a recession by the time the Fed pivots? Because the Fed will eventually pivot. That is the needle that needs to be thread.

Itay Vinik is the Co-Founder & Chief Investment Officer at Equi, an alternative investment platform that brings investment strategies to accredited investors.

Today, Itay returns to the pod to answer the question: can the Fed thread the needle between inflation and recession?

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------ Topics Covered

0:00 Intro 6:00 Itay Returns 8:00 Reflecting on 2022 12:04 Equi Portfolio 15:35 Threading the Needle 19:10 Destroying Wealth 26:45 Accelerating Chaos 29:10 Inflation and Monetary Supply 38:30 The Fed is Bleeding 43:30 Small Cap Stocks 46:00 Will the Fed Pivot? 55:14 Economic Recession 1:01:14 Recession Indicators 1:02:59 Hopium 1:06:24 The US Banking System 1:09:44 How to Analyze the Economy

------ Resources:

Itay Vinik https://twitter.com/VinikItay?s=20

Equi https://www.equi.com/

Links to our recent macro series https://youtu.be/pP_HHE0kFhA https://youtu.be/E8lxrsF29u0 https://youtu.be/-DzY_pCFGbI. https://youtube.com/live/eregdZPLYjg. https://youtu.be/5sNCrPAwt6w

----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

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