AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
The Bear Market Is Here, What Next? | Joseph Wang & Alfonso Peccatiello
Forward Guidance
How to Lay the Inflation Dragon
To lay the inflation dragon, you normal need to hik above neutrate. You need to make sure the private sector feels the heat for a longer period of time. And that is reflected in two year elds. The chart right, of termina rate be rising higher, higher and higher. Let's say that powell bites and says, while you guys are right, it's four %, let's make it four and a half%. By the way. If that is your new neutral rate, call it four %.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode