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9min chapter
Remi Tetot on AI, Crypto, and Uranium
Forward Guidance
Navigating the Fed's Balancing Act
The chapter delves into the delicate balance the Federal Reserve faces in managing its balance sheet and economic cycles. It discusses the risks of taking action too soon or too late in response to inflation levels, the potential impact of rate cuts, and the historical trends of interest rates. The conversation also explores market actions, stock performance predictions, and the strategy behind investing in technology companies and data centers.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode