Episode 119 — The Flip Side: A Sell-Side Perspective
The Boardroom Buzz: Grow, Sell, or Exit
00:00
Is the Fed Going to Pivot?
Futures markets still expect the Fed to pivot at some point this year. I personally think that they're going to try to keep financial conditions as tight as possible for much longer than the market anticipates. So we are going into a recession and soft landings do not cure the aggregate demand equation. They don't bring prices down. And so I think there will have to be extensive demand destruction.
Transcript
Play full episode
