Unusual Whales cover image

Pod 22: 5.0% CPI, the Macro + banking landscape, rate hikes or pauses, the federal reserve's decisions and inflation

Unusual Whales

00:00

The Effect of Interest Rate Volatility on Markets

The fragility of the system has increased, and the amount of sand will kind of just hit that last piece of sand that holds its stability and things kind of come apart. As long as we don't lower interest rates, we're in the process of seeing this massive decrease in liquidity coming out of the system. And again, it plays out through buybacks, the re-rating of venture capital and private equity and real estate, and what that means for collateral.

Play episode from 01:08:59
Transcript

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