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This is a very, very visual, heavy podcast. So if you have the luxury of watching this video on YouTube or on Spotify, this would be one of those episodes to do that. Itay thinks the next three months are critical to seeing what happens next in global markets everywhere. And he's going to walk us through all of the data to help us understand this picture.

Itay Vinik is the Co-Founder & Chief Investment Officer at Equi, an alternative investment platform that brings investment strategies to accredited investors.

Today, Itay returns to the pod to answer the question: can the Fed thread the needle between inflation and recession?

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------ Topics Covered

0:00 Intro 6:00 Itay Returns 8:00 Reflecting on 2022 12:04 Equi Portfolio 15:35 Threading the Needle 19:10 Destroying Wealth 26:45 Accelerating Chaos 29:10 Inflation and Monetary Supply 38:30 The Fed is Bleeding 43:30 Small Cap Stocks 46:00 Will the Fed Pivot? 55:14 Economic Recession 1:01:14 Recession Indicators 1:02:59 Hopium 1:06:24 The US Banking System 1:09:44 How to Analyze the Economy

------ Resources:

Itay Vinik https://twitter.com/VinikItay?s=20

Equi https://www.equi.com/

Links to our recent macro series https://youtu.be/pP_HHE0kFhA https://youtu.be/E8lxrsF29u0 https://youtu.be/-DzY_pCFGbI. https://youtube.com/live/eregdZPLYjg. https://youtu.be/5sNCrPAwt6w

----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

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