The Macro Trading Floor cover image

Mike Green: The Fed's Already Breaking Markets

The Macro Trading Floor

00:00

The Green Revolution

There is almost no example of a pandemic or a global crisis creating conditions under which the neutral rate rises, particularly if you x out war. It's hugely different in terms of the implications to rebuild a road that has been destroyed and no longer functional. We want more homes in wrong places. We want them in dallas and atlanta. And we've got a crop of young people who are trying to pile into relatively inexpensive homes in manhattan while ignoring other areas where they might be better suited. So what should be a relatively easy path is not. But, mike, i mean it must be inflestion because,. of course, that's not real rates after the pend

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app